The phase of “Seeing the Unseen” will allow you to have a macro-economic view of your entire plan. You will begin to see what is truly possible with what you have going on financially.
Human Life Value
Security of Maximization
Transferring Risk vs. Retaining Risk
Economic Value of Certainty
More Wealth & Benefits
The Discovery – Phase 2
What is possible with current assets and invested dollars.
Creation of more wealth with existing cash flow and assets.
9 Characteristic of an Ideal Financial Plan
Future Value – Truth Concepts calculator
Maximum Potential – Truth Concepts calculator
Tax savings, high ROR, lower risk
Person A vs. Person B – Truth Concepts Distribution calculator
Permission Slip – How is it accomplished
Coordination & Integration – Phase 3
Putting the plan into action.
Illustration review
Implementation
Utilization
Learning Profile
I had no idea what protecting money meant. I knew how to make money. I knew how to create money. I didn't know how to maintain it. I didn't know how to sustain it and I didn't know how to protect it.
The beauty of cash flow banking is that the more money you put into it, the more you will benefit. You don't have to worry about what the market is doing. Even if the market goes down, the money will never drop. And although it is mainly used by the very wealthy, you don't need Continue Reading