Typical financial advice tells you to pay down your mortgage early if you have extra savings. We will show how that one mistake could cost you millions.
Learn how creating your own Family Bank, utilizing Whole Life Insurance, will allow you to gain control, eliminate stress, and create endless possibilities for your family.
Increasing the amount you can invest each and every year will allow you to target more realistic and conservative investments. Our Cash Flow Mapping platform Currence is going to allow you to systematically deploy capital to bolster your current passive revenue streams or start new ones. This will take pressure off your W2 or business income sources over time.
Learn how to have your money work for you in four different ways when you invest in real estate.
This intentional process of annual strategic planning with your family helps you reflect, align, and set meaningful goals to create the life you truly want to experience together.