Helping You Get To The Next Level
Helping You Get To The Next Level
"With The Money You Already Have"
One of the most important first steps is to knowing where you are in terms of your personal mindsets, including your finances and your future plans for retirement. It is critical to be honest with yourself and to know where ALL your money is going.
Once you know where ALL your money is going you can look for cost effective alternatives to save money and increase cash flow.
A budget allows you to predictably and consistently know where ALL your money goes and avoids the awkwardness of wondering where it went.
Our money saving tools will help you save on just about everything and increase your cash flow. You will learn how to stop overspending on:
Private Member Access
Our members forum is a place to share your favorite ways to 1) save money, and 2) live an abundant life
You will join a peer group of like-minded people who mutually support each other on the path to abundance. IT’s FREE
Once we have all of the money management components set-up in the Basic Membership, we will start you off with simple investment strategies to build Present Wealth.
A Premium Membership is required to have access to the same third party professional services I use for investing.
If you’re not ready to start investing or do not own a home, then the Basic WBP Program is what you want.
Your primary funding sources for wealth building are your Home Equity and a Self-Directed IRA.
Investment choices will range from short term notes, fixing and flipping houses to buy and hold rental properties.
You’re not expected to find and execute these investments on your own. You will have professionals guiding you through investment options that make sense for you.
Funding What Matters to You
The exciting thing about the examples I just showed you is that monthly income keeps on producing long after you are gone.
Here is where you get to stand tall and write your own story. You will now have a Legacy that will fund what matters to you for generations
Setting Up A Trust
Considerations for setting up your will is complex and as such will require tax and legal experts.
You will need to define how your wealth will be managed after you’re gone, Such as how much money should go to loved ones and your charities.
Your Resource Center has a Retirement Planning Guide to help you with your discussion with an estate planning professional.
Financial success involves more than money management, investing, and wealth. So I’ve included 6 Key Mindsets that need to be in balance in order to achieve a truly abundant life
How you think and act in these 6 key areas are fundamental to financial success and lead towards the alignment of your money with your values.
Each lesson is an incremental path forward that will inspire you to overcome old habits, and limiting beliefs.
You will learn to become a happy and generous person starting NOW
This education comes with personal support and encouragement as you work through each lesson and as you begin to implement the investment strategies.
Living an Inspired Life is my way of saying that you have designed a life that is consistent with your core values.
The wealth mindset is content in the knowledge that there is enough money to support all your needs and causes that matter to you.
Wealth has less to do with money and more to do with being happy with what you have.
Our education is highly tailorable to your needs. We will help you find your starting point and build up from there. No matter where you are financially there is a path forward that will fund your retirement and your charities for generations.