Strategy 1: Overcoming Human Nature
Discipline and unexpected events are what we call Human Nature.
The financial industry builds plans on a flawed basis, they use math. One of the first concepts to understand is that math does not equal money.
Our plans work much like airplanes do. Your destination may be a long way out there and because of the environment acting upon us, on our money, we continually have to make course corrections in order to get to our destination. The key is to constantly monitor your location and make continual course corrections Quickly.
To make these course corrections you need a good pilot and good instruments. We provide both in a financial strategist (pilot) and an online tracking system called WealthSage (instruments).
Strategy 2: Paying Off Debt
Most people fail at consistently staying out of debt. Our studies have shown that this is mostly due to a lack of control and access to our own money. When dollars are paid directly to a bank to pay down a debt, the bank now has control of those dollars. If an unexpected event were to arise where we needed those dollars now we are at the mercy of that bank—turning us into slaves.
In order to increase control and access to our money why not use the bank’s own methods against them. This is not only cool, but the method has a 95% success rate.
Crazy talk? Watch the video.
Strategy 3: The Perfect Account
Growth ,Safety, Access
What kind of growth? Consistent, predictable, and automatic. And safety, safety from what? Well from robbers right? Robbery from the market, robbery from Uncle Sam through taxes and inflation. Financial institutions call their plunder fees and penalties, and robbery from creditors or frivolous lawsuits. And finally we want access that gives us the control to achieve our futures.
Want to see what we use? Yep, it’s in the video.
Strategy 4: Alignment
As you begin working with us we will walk you through your own numbers so you can see the misalignment and how much they’re costing you. To do this, we go through everything you’re doing and look for ways to make your dollars work more effectively.
We’ll be able to align all of your dollars into one consistent plan. One plan that will achieve your retirement goals, one plan to eliminate your debt, one plan to give you the capital that you’ll want for unexpected events or future opportunities. One simple plan.
Get aligned in the video
Strategy 5: Debt Snowball
Most financial gurus suggest using the snowball to eliminate debt. While this is mathematically great in practice most people fail to achieve the power of the snowball, creating enormous failure. Did we mention our method succeeds 95% of the time?
Ready for a snowball fight? Get your gloves in the video
Accountant Case study
Pharmacist Case study