In this first volume of the “Your Wealth GPS” trilogy, we help you and your family maximize your current wealth and put you onto a path of securing as much of your future wealth for your own purposes as possible. First, we help you understand that you are wealthier than you realize. By counting the value of your human capital alongside your financial capital, you can begin to fully exploit your maximum wealth potential today. Through automatizing your finances, you can set your goals up today and achieve them without thinking about them. In the same way, because they are automatic (subject to flexible adjustment as your goals or situation changes), you protect yourself from your own whims, and also exploitation by others. Finally, we help you keep what you have today and avoid unnecessary or unseen leakage of your wealth to others.
Targeted Age Group:: 25-55
What Inspired You to Write Your Book?
I want to help people set themselves up for financial success. I outline some simple ways that they can do so. I hope that my book can help people to avoid common mistakes that I have seen trip up many of my clients when they first come to see me.