There are many overlooked opportunities to create wealth due to the constant promotion of traditional retirement planning from the $1.5 trillion+ financial services industry. The reality is there isn’t a one for all solution to creating and keeping wealth. You get to choose from among the many strategies that will work best for you right now (which will change as your wealth increases). 

In other words, some strategies will be perfect in 3 years, but not right now due to time or capital issues. Other strategies won't align with your interests while there will be other strategies that you cannot WAIT to implement today because you see they are ideal for you.   

There's only one problem: It can be hard knowing what to do, when, based on your ever-changing situation.  

Knowing this, I’ve created these exclusive 3 blueprints to help you implement the best strategies and solutions in the very best order.     

There’s no fluff or filler in these blueprints, just high-level solutions and actionable steps for rapid progress toward having more money on your own terms.   

Blueprint 1 / Income Stream Evaluator

Wealth isn’t about what might happen in 25 years; it’s about living how you want now. It’s also not about depleting your savings in retirement while worrying you might run out of money with every dollar you spend.  

In this workshop, you’ll choose the perfect income streams for you to start now based on your own desired lifestyle, assets, and skills. (These aren't cookie-cutter solutions; it’s about your specific situation!)  

There are both traditional and alternative, low and high capital, and passive and active income strategies from which to choose based on where you are right now.  

What You'll Do:

  • Evaluate 15 Income Streams  
  • Apply the 4 Most Decisive Factors to Your Own Situation    
  • Save Years of Trial & Error Testing Income Streams (Like We Did!)   
  • Use the Income Stream Cheat Sheet to Find the Best Income Streams for You  

What You'll Get:

  • The Income Stream Cheat Sheet
  • How to Pick the Perfect Income Stream to Reach Your Goals ASAP Guide
  • Step By Step Video Training for Implementation Ease

What Else You'll Get:

  • Instructions and action steps for each blueprint so you can act today 

Blueprint 2 / Wealth Building Roadmap

If you’re frustrated because you know there are wealth-building strategies the wealthy use that you could be using, too, but you’re not sure exactly what they are, which strategies really work, OR how to pick the best one for you to begin today, that’s all about to change. (Been there and done that!) 

In this workshop, you’ll identify the best ways to build wealth based on your own unique skills, desired lifestyle, and net worth, at ANY level.  

What You'll Do:

  • Discover the Triple and Quadruple Wealth Builders That Will Work Best for You  
  • Apply the 6 Most Important Factors for Wealth Building to Your Own Situation  
  • Use the Wealth Opportunity Finder to Easily Identify Your Best Options 
  • Fully Capitalize Your Investment Capital 

What You'll Get:

  • The Wealth Opportunity Finder Guide 
  • The Wealth Opportunity Finder Tool
  • Step By Step Video Training to Help You Find Your Best Opportunity Faster

What Else You'll Get:

  • Instructions and action steps for each blueprint so you can act today 

Blueprint 3 / Wealth Safety Plan

You’ll get super clear about the many ways your money is at risk right now so you can adjust your investments if needed to keep your money safe while also maximizing returns. (Most investors aren’t aware of all these different risks but you can bet Wall Street is!)  

This process will also help you become a master of turning risk into opportunities.   

What You'll Do:

  • Find Hidden Risk with the Risk Revealer Tool 
  • Choose from the 49 Solutions to Manage Your Risk 
  • Cure Risk Dysfunction So You Can Maintain Just the Right Amount Of Risk 

What You'll Get:

  • Risk Revealer Tool 
  • Tips for Managing Risk
  • Step By Step Video Training to Make This Simple    

What Else You'll Get:

  • Instructions and action steps for each blueprint so you can act today 
  • Ongoing progress from updating the templates and tools provided in these workshops at least biannually as your wealth increases from implementing the RISE Wealth Plan  
  • The ability to see your assets for the opportunities that they really are and the confidence to build wealth so you can live the life you really want  
  • The way you look at your investments will never be the same.   

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