Services

Your Story

In providing you an improved lifestyle, we take a look at three areas, your money, time, and passion. By looking at these key areas, everyone has a story. What we do is identify your story, your objectives, your challenges, and immediate places to make improvements. Our fundamental belief is that life is a GET TO not a HAVE TO. Regardless where you are in terms of assets, income, control over your time, and living your passion, there is always immediate steps to take.

You are the Captain, now get an Effective Ship, Compass, and Crew!

Our services only begin with you and your desire for a better lifestyle for yourself, business, or family. 90% of our process is how you think, collaborating, educating, and executing. For us to do all of these, you must be open-minded, motivated, and committed. If you have those qualities, you have what it takes to be an effective captain to work with.

Once you have decided you want to direct a team of experts of what you want to improve your lifestyle, we help you build your ship, what we call a Lifestyle Financial Blueprint. Your compass are the specifics of your blueprint that will get you from point A to point B, Point B to C and so on. Through this process there is complimentary education (no clock watching), to ensure each step along the way is executed. To do that, we ensure the services needed align to the way you live life, you fully understand the concepts and why you need them, and along the way there is a good chance you will have some “awe-ha” moments and say to yourself, “I never knew I could do it that way!”

Once you have these pieces of the puzzle, you will have plan that experts are constantly collaborating with you on to constantly improve your lifestyle. Isn’t nice to know your financial and lifestyle objectives are all in one place for you?

Here is a list of common concerns people face and services we use as solutions through our network:

Challenges We Face

  • Saving Money
  • Financial Security
  • Being in control financially
  • Having financial options
  • Communicating about finances with spouse, parents, or kids
  • Establishing and Emergency Fund
  • Budgeting
  • Eliminating Debt
  • Mitigating Taxes
  • Financial Literacy
  • Clarity of objectives
  • Planning for Possibility
  • College Planning
  • Eliminating Limiting Beliefs
  • Increasing Income
  • Effective Time Management
  • Utilizing Benefits
  • Mitigating Risks
  • Using Other People’s Money
  • Running a Business/Starting a Business
  • Income Distribution
  • Wealth Transfer
  • Accumulating Wealth

Solutions through our Network

Financial

  • Financial Snapshot and review
  • Increasing Savings
  • Effective Budgeting
  • Eliminating Debt
  • Utilizing Benefits
  • Tax Strategies
  • Accumulating wealth
  • Income Distribution
  • Life Insurance, long-term care, disability
  • Wealth Transfer
  • Lifestyle Leveraging Concept
  • Liquidating Assets
  • Optimizing Estates
  • Multi-generational planning
  • Healthcare

Personal Development

  • Clarity of objectives
  • Financial literacy
  • Possibility Planning
  • Eliminating limiting beliefs
  • Effective time management
  • Increasing Income
  • Monetizing Passion

Lending

  • Reduce costs purchasing a home
  • Refinance
  • Small Business
  • Using Other People’s Money (OPM)

Legal

  • Management Advisory
  • Legal Structure
  • Mergers and Acquisition\
  • Securities litigation
  • Venture capital and buy-outs
  • Intellectual property
  • Legal coaching
  • Estate planning
  • Divorce
  • Wills and trusts

Business Planning

  • Financials Analysis
  • Bookkeeping
  • Operations
  • Increasing Revenue
  • Business Plans
  • Profit Maximization
  • Leadership Development
  • Legal
  • Expansion
  • Employee Production and retention
  • Mitigating Taxes
  • Company benefit structures
  • Finding Capital
  • Outsourcing Time

College Planning

  • Secondary Education Consulting
  • FAFSA
  • Grants and Scholarships
  • Reducing College Costs
  • College Comparison Analysis
Circle of Wealth/Lifestyle
College Planning
Golf & Your Money
Personal Economic Model
Wealth & Wisdom