“Plans succeed through good counsel ... ” Proverbs 20:18

We get Clear on your Financial Basis, i.e. Expenses/Income and Assets/Liability, i.e. we get clear where are you are now.  This is your starting point.  You will verify this financial with your CPA and/or financial planner if you wish (we recommend this).

We get Clear on your Financial Goals.

For real estate investors: We Identify at least one Strategy (real estate investment strategy) that will get you to your financial goals. 

Typical options are (but not limited to)

• Single Family Homes (Buy and Hold, Flip).  Our strategies are conservative: we tend to lean to ensuring positive cash flow unless there is a solid, justifiable potential upside.
• Apartment Buildings.  Our strategy is to purchase based on numbers that indicate a value added proposition (ability to raise or force the equity and cash flow AND/OR look for emerging growth areas).
• Buying or Generating Businesses.
• Other Real Estate investment strategies.

We then create a No-Nonsense Plan (goals, milestones, tasks, scheduled tasks and accountability structures) to get you to your goal. 

Our in house developed software (Milestone Determiner) can help in the analysis and determination of milestones that work for you. Also this software will tell us (using several assumptions) how much capital you will require (borrowed or cash) and when to generate your goals (including passive income).

Optional and Highly Recommended by our Clients: Predicting and Managing your Daily Cash Flow in the Future.  We use our own in-house Financial Tracker software system to display clearly to you what your daily account balances will look like for every day in the next X years (we can go as far into the future as possible: limited only by our time allotted for the session).  Given this information, we can then:

• Predict what days you will have cash shortages (if any) to meet your expenses, i.e. days on which you will have insufficient funds in your bank account.   AND
• We can Manage and Plan to Reduce these Cash Shortages given your strategies, plans and actions to Generate Your Wealth, i.e., investing, cash flows, reducing debt, etc.

 

Optional and Highly Recommended by our Clients: Planning and Leveraging off your Personal Credit into Business Credit.  We can work with you to improve your credit and to leverage into business lines of credit that do not show up on your personal credit. These lines of credit (if managed correctly) can be used for powerful wealth leverage. We also refer you to our own law firm to help you in the setting up of this strategy.

To setup an Initial Consultation Email us or call 831-476-8608.

We have a Simple and Clear process to Get You Started on
Your Road to Wealth.