SCHEDULE YOUR FINANCIAL FUTURE ASSESSMENT
Brian Skrobonja here, Founder & President, Skrobonja Financial Group.
Since you’re here, my guess is that you’re ready to build and protect your financial future. And you’re ready to see how my team and I can get you there like we’ve done for hundreds of business owners, families, and individuals.
HERE’S YOUR FIRST STEP
Schedule your complimentary Financial Future Assessment below with our Wealth Team.
During this call, we’ll ask you questions to better understand where you’re currently at with your finances and where you want to go so we can start helping you build a bridge to get there.
You’ll have an opportunity to ask any burning questions you have regarding preparing for retirement, preserving what you have for retirement, reducing tax exposure, or improving your overall financial situation, for example.
If we determine that we’re a good fit to work together, we’ll share more about the different ways we can help you create a financial plan that gives you access and control over your money so you can build your dreams and live a life of financial freedom.
Who Is This For
If you’re reading this and thinking to yourself, “I need this!”, then we invite you to schedule your assessment below.
Our typical rate for a call like this is $1,000. Today you can schedule your 1-hour Financial Future Assessment at no cost to you.
Please note that just because we have this call does not mean that we will work together.
If at the end of the call we feel like it would be a good fit to work together, we can discuss next steps. However, if we don’t feel like it’s a good fit, we’ll be honest and let you know. We’re all about getting our clients results, and we’re very clear on who we can help best. If that’s you, then…
All you have to do is fill out the application and schedule
your call on our calendar.
5 Steps To Build & Protect Your Financial Future
In my 25+ years of experience, I’ve worked with thousands of business owners, families, and individuals and have distilled down the five steps that separate the wealthy from the average. The BUILD System™ will help you build and protect your wealth so you can invest your time, money, and energy into what brings you the most joy in life… whether that’s your next business venture or traveling the world with your family.
You no longer have to jump from one idea to another with hopes of finding the next best strategy, or struggle to find the right professionals to assist you. Our dedicated Wealth Team will help you discover exactly how to take control of your entire financial situation and have your money in 100% alignment with your goals in five simple steps.
Step 1: Get Clarity
Mindset, Dreams, & Cash Needs
What’s most important to you in life? I ask because what we value influences how we invest. The first step that all wealthy individuals take is to get clear on their true desires. We’ll dive into what’s most important to you and help you understand how your money is currently flowing and detect any holes where you may be leaking cash. We’ll align your cash flow and resources with your goals so you can focus on what matters most to you in life.
Step 2: Identify
Regain Control Of Your Money
Step 3: Build A Foundation
Uncover Blind Spots To Ensure You're Protected
It’s critical to look at the pieces of your financial plan that pose the greatest risks so we can uncover any blind spots and ensure you’re protected. We’ll solidify the foundational pillars to make sure your financial plan is strong from multiple angles. This includes developing a private banking system designed to help reduce any dependency on banks.
Step 4: Mirror Success
Invest Like The Wealthy & Plan Like The Rockefellers
Success leaves clues, and there are key principles the top 1% use to manage their wealth and build their balance sheet. We’ll come up with your custom plan using proper diversification and set formulas that mirror how the wealthy invest. Our Wealth Team supports you each step of the way so you can be confident that you’re building a Future Proof™ Plan that will impact your current and future generations to come.
Step 5: Map Progress
Stick To The Plan
An often-overlooked aspect to managing money is managing emotions. You’re going to hear things that cause you to doubt if what you’re doing is right. You’re going to see the market become volatile at times, making you feel anxious about what’s next. Our Wealth Team will be here for you each step of the way to help you focus on your plan, evaluate your progress, avoid potential pitfalls, and make the necessary adjustments to keep you on track and moving toward your biggest goals and dreams.