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Stage IV clients have paid off all non-mortgage debt, developed a solid plan to save for future needs, and are now ready to begin the lifelong process of building a legacy. Through this package, we will advise you on how to grow and protect your wealth and leave a lasting legacy by making a difference in the lives of others.
As part of this package, you will receive education and advice on how to build wealth through systematic investing and protect your wealth through proper risk management and insurance. You will learn more about advanced investment strategies and various methods for generating passive income. In addition, we will also discuss relevant issues such as deciding when to pay off your home mortgage and how to teach your kids about money. Finally, we will help you discover new ways in which you can use your wealth to impact the world around you in a positive way. To assist you during this process, the package includes:
1) An initial 2-hour consultation
2) A 2-hour follow-up session one month later
3) Follow-up contact via email / phone
Stage IV is intended to assist you with the process of building wealth and giving back to those in need (e.g. helping Stage I clients in financial crisis).
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above to find out more.
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