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3-Step Wealth Strategy

$500.00

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Course Level

Beginner

Course content

Introductory Call

On our introductory call, I will determine whether your Vision Plan is detailed enough for me to work with. If it is not, I may suggest that you go through my LYF Vision Program. Following our call, I will send you a questionnaire to gain more information to assist me in my preparations.

First Draft: Your Wealth Strategy

Second Draft: Your Wealth Strategy

Final: Your Wealth Strategy

Description

The focus of the Wealth Strategy is to determine ways you can uniquely Earn, Build and Preserve Wealth in order to realize your vision. It will provide a high-level outline of the funds needed to achieve your Vision, as well as a detailed plan for the next one year. Coupled with a strong sense of purpose and vision, you will be able to use your Wealth Strategy to invest accordingly*.

 

Vision + Wealth = Dreams Coming True

 

The Wealth Strategy has 3 steps – Earn, Build and Preserve Wealth by providing you with:

  • A detailed one-year plan
  • A general framework of your medium-term wealth plan; 2 – 9 years
  • A general framework of your long-term wealth plan; min 10 years

 

* The Wealth Strategy does not provide investment advice. If you require investment advice, please speak to a qualified financial adviser. While I am a qualified adviser with Holborn Assets, you are in no way obligated to work with me.

What to learn?

Requirements

  • • Complete the LYF Vision Program or
  • • Come prepared with your own personal Vision Plan

Target Audience

  • Ambitious Women

Instructor

0 /5

3 Courses

My passion is to nurture an environment where high-achieving women are able to reach their personal and business goals, which will ultimately lead to building and preserving wealth. I do all these through my platform, Love Yourself Financially.
$500.00

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