Is there a hole in your financial bucket? Let us help!

As soon as you make the decision to do an Untaxable Wealth Transformation, my team and I go to work. First, we’ll meet with you and do an in-depth income and cash flow analysis. Now, this drill-down might hurt a little at first, but trust me, you are going to feel FANTASTIC when you get the results of our analysis. While other advisors typically do “fact-finders” or superficial number- crunching, I go way beyond the math. That’s because I have known for a long time that a person’s relationship with money has a psychological component that cannot be ignored. So, in addition to examining your spending bucket, your savings bucket, and your investing bucket, we’ll take an unflinching look at your relationship with money. You’ll gain an awareness of how and why you make the financial decisions you make and how you can harness the energy of your emotions to grow and preserve your money. Many financial gurus tell you to take the “emotions” out of money decisions. But, unless you are cyborg or an AI bot, that’s usually impossible. Instead of removing emotions from the process, I will show you how to use your best instincts to guide you and inject your emotions in a positive way into the Untaxable Wealth Transformation process. We’ll give you the tools and skill sets you need to improve your relationship with your money and design your ultimate wealth blueprint.

Build like an Egyptian.

Do you know why the Great Pyramids have been around for thousands of years? It’s because the ancient architects of Giza knew that the pyramid is one of nature’s sturdiest design elements. When you have a pyramid built on a strong base, you have greater stability and durability. When you complete this phase of our process, you’ll have a structure that gives you increased peace of mind and a sense that what you’ve worked hard to create will endure for generations. To achieve this, we will need to do an unflinching analysis of your current financial situation. Without sugarcoating any shortcomings or gaps we discover, the team and I will give you a clear picture of the viability of your pyramid. We’ll create an action plan with the steps you should take to strengthen and protect your financial pyramid. Together, we will ferret out any gaps, shortcomings, or potential tax issues. Many people build their pyramids on shifting sand and wishful thinking. Is it any wonder that they collapse at the first sign of trouble? The fact that you’ve come to this website means you want to find the cracks and fix them now! We’re here to help.

Dreams are great- chasing unicorns not so much.

Once we’ve revamped your pyramid, we’ll do a little of what I call “woo work.” You see, most people lack true clarity on the “whys” of financial planning. They may have a vague idea of certain goals, but they don’t have clarity about why these goals are important to them. In this phase of the Untaxable Wealth Transformation process, we help you define your reasons for creating and protecting wealth. We’ll look at your dreams and your desires and discuss the type of legacy you want to leave for your loved ones. Then, we’ll map out those dreams and discover the most realistic and achievable path to their fulfillment. Our mission is to show you that you CAN accomplish those dreams without chasing after the “rates of return” unicorns that sometimes distract you and can ultimately destroy your wealth by exposing you to toxic levels of risk.

Plan B, C, D, etc.

At this stage, we’ve chased away the unicorns and fluffy clouds obscuring your vision of your financial future. Now, we can analyze every aspect of the plan we’ve developed so far to see if you need a “Plan B”. HINT: You do need a plan B, and maybe a C, D, or even E. Life is constantly tossing you hot potatoes and hand grenades. You never know where the next shock will come from, what dumb political decision will knock your train off the tracks. Face it, the unpredictability of life makes it interesting and beautiful, but it can also force you to pick up your scattered blocks and stack them up…over and over again. Not trying to be a Debbie Downer here, but stuff happens, stuff you don’t anticipate in your wildest nightmares. Having a backup generator is a common sense way to keep your head in the game when things aren’t going as planned. If you’re like most people, you want the peace of mind that only comes from knowing that you’ve got a work-around when things go sideways. We’ll help you find the products, services, and protocols to ensure you have all the backup plans you need to feel more secure and less stressed about money.