A pillar of the Balance of Wealth Blueprint
Money
What is coming in, what is going out, and whether any of it is building something that lasts.
What this pillar covers
This pillar covers your finances, your spending habits, budgeting, investments including real estate, retirement planning and insurance.
Most people who come to us are not bad with money. They are busy, and the money has been running on autopilot while they dealt with everything else. The work here is to make it deliberate again, and to point it at a number that actually means something: your Infinity Income, the point at which the money keeps arriving whether or not you turn up.
How does yours look right now?
Five of the ten statements the Wheel of Wealth asks about money. Read them honestly and notice which ones you cannot say yes to.
✓ I have a completely detailed budget and unfailingly stick to it.
✓ I am credit card debt free.
✓ I have a dedicated six-month reserve account completely funded and set aside.
✓ I save at least 10% of my income every month.
✓ I have a detailed plan of action to achieve my Infinity Income by the time I want to retire.
What we work on together
Inside the Balance of Wealth Blueprint, this pillar is worked through step by step.
Describe your dream financial situation, down to the detailed income number.
Calculate monthly income, expenses, assets and liabilities.
Detail the investments you already understand: stocks, real estate, 401K and IRA.
Identify the key financial people in your life.
Define your Infinity Income goal and the timeline to reach it.
Start with the Wheel of Wealth
Sixty questions across all six pillars, scored into a picture of where you actually stand. It is free, it takes about fifteen minutes, and it is the first step of the Blueprint.
Complete Wealth Solutions
Building true wealth across Money, Home, Health, Business, Lifestyle and Legacy.
Contact
(386) 478-4142
[email protected]
Edgewater, Florida
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