A Personal Wealth Management Building Program Designed FOR YOU, BY YOU
So You Can Live A Wealthy, Work-Optional Life Before & Beyond Retirement
We’re Your Personal CFO.
We help you take control of your financial future and make your money
work for you, through...
Your Freedom Wheel
A Personalized Approach To Help You Reach Financial Freedom, Faster
By Making Your Money Work For You
You care about freedom of money, freedom of time, freedom of relationships,
and freedom of purpose. That’s why we use the Freedom Wheel to help you build
the wealth that allows you to do what you want, when you want, with whom you want, on your terms.
PHASE 1:
PEACE OF MIND & HARMONY
The top half of the wheel is about creating peace of mind and harmony. Having a great Why, a great Who, and a great Game Board allows you to have peace of mind.
PHASE 2:
VALUE & WEALTH
In Phase 2, our job is to create massive value for you in the shortest amount of time. The wealth you'll build here grants you the freedom to live a “work-optional life”.
We’re Your Personal CFO.
We help you take control of your financial future and make your money work for you, through your Freedom Wheel:
You care about freedom of money. Freedom of time. Freedom of relationships.
And freedom of purpose. That’s why we use the Freedom Wheel to help you build the wealth that allows you to do what you want, when you want, with whom you want.
Phase 1, the top half of the circle, is about creating peace of mind and harmony. Having a great Why, a great Who, and a great Game Board allows you to have peace of mind.
But most people come to us not just for the soft pillow of peace of mind. You also come to us because you want value and wealth. Our job is to create massive value for you in the shortest amount of time, while allowing you to find the freedom of a “work optional life” that wealth allows you.
That’s what Phase 2, the bottom half of the circle, is all about.
Peace of Mind
and Harmony
Why: Get Clear On
Your Vision
The first step is to gain a clear understanding of the vision you have for your financial future and the life you want to live: your Why. By understanding your Why, every decision you make can be used to get you there faster. We never work for who you are today. We work for who you want to be in three years. And we ask you to work for that future version of yourself as well.
Who: Right People,
Right Seat
Once you get your Why aligned, then a great vision needs great people. That’s the Who in your plan. We call this your “Board of Directors”: the financial professionals who'll work together to follow the
structure you’ve built and are working in accordance with your financial vision. As your personal CFO, we’ll help you get the right people in the right seat if you don’t already, and ensure they’re following the same plan.
Game Board: Measure Your Decisions
So many people are out playing checkers in the game of chess. They don't understand how each individual piece is moved, and how each move impacts all the others. This is a recipe for disaster. Laying out a Game Board helps you get clear on your present position, and how each financial decision alters other areas of your life, allowing you to measure every move before you make it.
VALUE & WEALTH
Rules: Investor DNA
Financial behaviors are hard to manage because most people react emotionally. To protect you from financial setbacks, we’ll come up with your “Rules for Money” based on your unique situation. These Rules will serve as guidelines anytime you and your Board of Directors need to make decisions, in support of your financial vision. You’ll establish those rules with your Board of Directors to follow on your behalf, so your entire financial structure works in harmony with your specific goals.
Execution: Follow
The Model
Now that all the pieces are in place, it’s time to score on your game board. We act as your personal CFO and execute on your behalf within the rules you set up. For example, you can call us up and discuss a financial decision. If you want, we can be your Single Point of Contact for your entire Board of Directors, communicating with your CPA, attorney, or any other financial or legal professionals as needed to implement… while you get back to focusing on your business.
Acceleration: Explode
Your Wealth
Discover how to use the velocity of money to build value and wealth for the long haul while leveraging your assets in the present to help your business grow.
Reach financial freedom, faster so retirement isn't defined by an age, but defined by your choice to make work optional.
