Thank you for your interest in meeting with us.
Here’s what to expect.
Our process is called the
T.R.U.T.H. Blueprint:
Take Responsibility
+
Reclaim Your Money
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Undo Your Debts
+
Transcend Your Expenses
+
Help Others
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Take Responsibility + Reclaim Your Money + Undo Your Debts + Transcend Your Expenses + Help Others +
Take Responsibility
The path to financial freedom has to begin with you.
To solve the problem, we have to be crystal clear about what the problem is.
Here’s how you can maximize the value from your first meeting:
Read Becoming Your Own Banker, by R. Nelson Nash. We will refer to this book throughout the process. Even if you listen to the audiobook first, BYOB is a reference manual you will want to have at your side. We strongly recommend a physical copy.
or…
This first step is essential to your success with the TRUTH Blueprint.
We will ask you about the book in our first meeting and it will shape our future conversations.
Reclaim Your Money…
…is all about understanding and implementing the Infinite Banking Concept®, as outlined by R. Nelson Nash.
Our process will maximize the flexibility, options, and control that you have in your financial life.
If you have taken responsibility and read Becoming Your Own Banker, then please use the form below so we can set up our first call.