Thought About How Much Better Your Life Would Be If You Had The Same Information And Resources As The Most Financially Successful?
With the Cashflow Confidence System, you can!
We have worked with thousands of business owners, families, and individuals distilling down the FIVE STEPS that separate the wealthy from the rest.
The Cashflow Confidence System is designed to help you optimize your cashflow like the most financially successful clients we’ve worked with so you can confidently 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.
Our dedicated Wealth Team will FutureProof your entire financial situation, connect you to the resources you need to bring your plan to fruition, and help align your money with your goals.
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The first step that all wealthy individuals take is getting clear on all their true desires. We’ll align your cashflow and resources with your goals so you can focus on what matters most to you in life.
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Identifying the roadblocks standing in your way and keeping you from achieving your goals is the key to overcoming them. We’ll take inventory of your current financial picture and examine which resources are propelling you toward your goals and which ones are holding you back.
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It’s critical to look at the pieces of your financial plan that pose the greatest risks in order to uncover any blind spots and ensure you are protected. We’ll solidify the foundational pillars to make sure your financial plan is strong from multiple angles.
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Success leaves clues, and there are key principles the top 1% use to manage their wealth and build legacies for their family. We’ll come up with a custom plan using proper diversification, set formulas and strategic estate planning that mirrors how the wealthy manage their assets.
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Our Wealth Team will be there 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.
Ready to find your Cashflow Confidence with the guidance of our Wealth Team as your Full-Service Financial Concierge?
The Cashflow Confidence System was created with the recognition that all financially successful people have three stages of wealth they must go through.
Each phase requires an entirely different set of priorities and methods for achieving the
desired outcome.
That’s why we created different programs for each phase of life, to meet you where you are and help you achieve your unique goals.
Wealth Accelerator Roadmap is our process for guiding you through building your assets and what to focus on to accelerate your wealth. In this phase, we create your Wealth Accelerator Roadmap to accelerate you toward your desired goal using five elements of the Wealth Acceleration Roadmap as the bridge to get you there.
Our process guides you through what you need to do and when you need to do it. The entire system is designed to deliver everything that is required for you to build wealth without the need to jump from one idea to the next in an effort to get ahead. Each step is laid out for you in advance without any guess work or confusion.
We believe that Financial Freedom (aka Retirement), can be achieved at any age and isn’t restricted to social security eligibility. The age at which you enter into this phase, relies entirely on the level of commitment you have with completing phase one, The BUILD Wealth System™.
Our Assets2Income™ Program is your direct link into financial freedom status by transitioning you away from relying on earned income to having passive income. This program uses a proprietary method for designing, testing and implementing your unique retirement income strategy.
Many people believe they have a plan in place but we don’t think hope is a strategy. We like certainty which is why we begin this phase with our Certainty Index™. This test verifies the extent of which your assets support your retirement needs. Then we perform a stress test to learn the probability of your money sustaining itself against market volatility, inflation, taxes, longevity, medical expenses and lifestyle change.
Through this testing, we can uncover gaps that exist within your retirement plan and work to strategically fill those gaps. The result is your ability to confidently transition into retirement with certainty, knowing there will be reliable, consistent income flowing to you so you can enjoy your life free of worrying about cash flow.
Once achieved, you enter into our graduation phase,
The Legacy Method™
The Legacy Method™ is the next phase in the Cashflow Confidence System and was created for those who have reached financial freedom status and who wish to leave an organized and meaningful legacy behind for their family.
Our Family Legacy Framework captures details about your families’ dynamics, belief system, and financial situation that will unpack what is most meaningful to you. Good or bad, your legacy is already set in motion and this tool will help you gain perspective on what legacy you are currently on track to leave behind for your family.
The Legacy Method™ takes the results of the Family Legacy Framework and uses it to create a framework to ensure your assets and your wishes are in alignment with your vision for your family.
Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC. Advisory services offered only by duly registered individuals through Skrobonja Wealth Management (SWM), a registered investment advisor. Tax services offered only through Skrobonja Tax Consulting. MAS does not offer Build Banking or tax advice. Skrobonja Financial Group, LLC, Skrobonja Wealth Management, LLC, Skrobonja Insurance Services, LLC, Skrobonja Tax Consulting, and Build Banking are not affiliated with MAS.
The firm is a registered investment adviser with the state of Missouri, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where Skrobonja Wealth Management, LLC and its representatives are properly licensed or exempt from licensure.
This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Skrobonja Wealth Management, LLC unless a client service agreement is in place.
Skrobonja Financial Group, LLC provides links for your convenience to websites produced by other providers of industry related material. Accessing websites through links directs you away from our website. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Our firm is not permitted to offer, and no statement made on this site shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained here in provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by our firm. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Brian Skrobonja is stated or implied. The awards, accolades and appearances are not representative of any one client’s experience and is not indicative of future performance. Each of these awards have set criteria for their nominations and eligibility requirements. “Best Wealth Managers” and “Future 50 Company” are annual surveys conducted by Small Business Monthly. The winner is chosen by an online vote of the general public and no specific criteria is utilized to determine the winner other than number of votes. Some voters may not be clients of Brian Skrobonja and Skrobonja Financial Group. These awards are not representative of any one client’s experience and is not indicative of future performance.