SCHEDULE YOUR FINANCIAL FUTURE ASSESSMENT
SCHEDULE YOUR
FINANCIAL FUTURE
ASSESSMENT
HERE’S YOUR FIRST STEP
The first step in your financial planning journey begins with scheduling your complimentary Financial Future Assessment 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 your current financial situation and ultimately help us determine if we’re a good fit to work together.
If so, 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 for building a life of financial freedom.
Who Is This For
You're preparing for or thinking about retirement.
You’re a well-established business owner with positive cash flow.
You've been accumulating assets and are now ready to begin using the money you have.
You have all your financial needs met and desire to establish a legacy plan for your family.
You have successfully built wealth for yourself and would like to create a financial plan.
You've worked with investment professionals in the past but realize there is more to planning your future than just investing.
If this is you, we invite you to schedule your complimentary assessment below.
Our typical rate for a call like this is $1,000 but today you can schedule your 50-minute Financial Future Assessment at no cost to you. We consider this meeting a mutual interview to determine if we are a good fit for each other .
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. It’s very important to us to only work with clients that we’re confident we can help.
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…
Click below to fill out the short application so you can book your Complimentary Financial Future Assessment now
5 Steps To Build & help 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 how to take control of your entire financial situation and help align your money 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 help 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 help to mitigate risk. We’ll analyze the foundational pillars to help ensure that your financial plan is strong from multiple angles. This may include strategies 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 in building a financial 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.
