INVST4Life

The INVST4Life Process

The INVST4Life process is a proven, systematic approach to achieving financial freedom and living the life you want. It is designed to align every financial decision with your life goals, values, and vision for the future. We don't just manage money, we help you make money work for you.

6 Principles to Financial Freedom

Before you start your journey, you need to understand where each component fits on the Freedom Wheel around you, your family, and your future. So you can have freedom of your money, your time, your relationships, and your purpose.

The following six principles create your Freedom Wheel. The Freedom Wheel starts with your unique Why and brings a lifetime perspective to your financial goals. When you intentionally plan your daily actions with your most important lifetime goals helps you build the wealth that allows you to do what you want, when you want, with whom you want, on your terms.

01

Start with your Why:
Get clear on your vision

The first step is to gain a clear understanding of the vision you have for your financial future and the life you want to live: your Why. By understanding your Why, every decision you make can be used to get you there faster. We never work for who you are today. We work for who you want to be in three years. And we ask you to work for that future version of yourself as well.

    Start with your Why:WHY
    02

    Who:
    Right People, Right Seat

    Once you get your Why aligned, then a great vision needs great people. That's the Who in your plan. We call this your "Board of Directors": the financial professionals who'll work together to follow the structure you've built and are working in accordance with your financial vision. As your personal CFO, we'll help you get the right people in the right seat if you don't already, and ensure they're following the same plan.

      Who:WHO
      03

      Game Board:
      Measure Your Decisions

      So many people are out playing checkers in the game of chess. They don't understand how each individual piece is moved, and how each move impacts all the others. This is a recipe for disaster. Laying out a Game Board helps you get clear on your present position, and how each financial decision alters other areas of your life, allowing you to measure every move before you make it.

        Game Board:GAMEBOARD
        04

        Rules:
        Investor DNA

        Financial behaviors are hard to manage because most people react emotionally. To protect you from financial setbacks, we'll come up with your "Rules for Money" based on your unique situation. These Rules will serve as guidelines anytime you and your Board of Directors need to make decisions, in support of your financial vision. You'll establish those rules with your Board of Directors to follow on your behalf, so your entire financial structure works in harmony with your specific goals.

          Rules:RULES
          05

          Execution:
          Follow The Model

          Now that all the pieces are in place, it's time to score on your game board. We act as your personal CFO and execute on your behalf within the rules you set up. For example, you can call us up and discuss a financial decision. If you want, we can be your Single Point of Contact for your entire Board of Directors, communicating with your CPA, attorney, or any other financial or legal professionals as needed to implement… while you get back to focusing on your business.

            Execution:EXECUTE
            06

            Acceleration:
            Explode Your Wealth

            Discover how to use the velocity of money to build value and wealth for the long haul while leveraging your assets in the present to help your business grow.

            Reach financial freedom, faster so retirement isn't defined by an age, but defined by your choice to make work optional.

              Acceleration:ACCELERATION

              Your Freedom Wheel

              A Personalized Approach To Help You Reach Financial Freedom, Faster By Making Your Money Work For You

              Freedom Wheel
              PHASE 1

              Peace of Mind & Harmony

              The top half of the wheel is about creating peace of mind and harmony. Having a great Why, a great Who, and a great Game Board allows you to have peace of mind.

              PHASE 2

              Value & Wealth

              In Phase 2, our job is to create massive value for you in the shortest amount of time. The wealth you'll build here grants you the freedom to live a "work-optional life".

              Our Three Pillars

              Everything we do is built on these fundamental principles

              Educate

              Educate

              We empower you with knowledge and insights to make informed decisions about your financial future.

              Guide

              Guide

              Our experienced advisors provide personalized guidance to navigate your unique financial journey.

              Counsel

              Counsel

              We offer ongoing support and strategic counsel to help you adapt and thrive through life's changes.

              Ready to Discover Your Why?

              Your Why drives success and mindset. Your mindset creates your philosophy, attitude, actions, results, and lifetime financial perspective.

              Get Started Today