What Are You Missing?

Are you missing something in your 5 financial phases? Our five-step process starts by developing your customized 10x Blueprint which then focuses on your financial phases; Growth, Income, Protection, Debt and Legacy.

What is a 10x Blueprint? Our automated system is designed to help you see how effectively your money is working for you. It puts structure to all your financial decisions and adjusts as your life changes, allowing your blueprint to focus on your current financial stage.

As the new year begins with the upcoming election, the ever-changing market, along with other worldly events, we’re here to guide you through it all.

You’ll never regret having a solid financial blueprint in place for you and your family.

How do we get started?  It’s easy! Just reach out by email, phone or from our website. Once we hear from you, we’ll schedule a 60-minute conversation. We’ll talk about what we do and what you can expect from us. We also want to hear from you! It’s important to learn about your goals, questions and concerns.

How do we meet? We work with you (and your significant other, if you like) over the phone and through the web using web-based technology where you can see our computer while discussing strategies and options. In certain circumstances, we can personally meet.

How will I know what to do? At the end of each meeting we review action steps for both you and us! You’ll also receive an outline of the meeting discussion.

How long does the process take? We understand people have busy schedules so it can vary; but, in most cases, we can cover your 10x Blueprint and 5 strategy phases in 3 months. Then, for the first year we meet for quarterly conversations as we show you how to get your money doing more by increasing cash flow, buying more assets, decreasing debt and improving protection.