THE HEALTH OF YOUR WEALTHSMCreate wealth through effective rainmaking and manage
that hard earned wealth through prudent financial management

The Health of Your Wealth Goal Achievement

Focus on long-term goals

Issues such as career decisions, cash flow management, trade offs between short and long term decisions and behavior characteristics can impact your financial goals.

Assessing risk tolerance, portfolio decisions, income tax trade offs, effective insurance design and implementation can impact your quality of life and peace of mind.

Financial leakage is one of the most costly errors that a family can have. Financial leakage is defined as paying excessive fees on investments, not having an efficient and balanced risk/reward strategy in place and having ineffective insurances in place compared to your financial goals. The inital cost may be low but small errors over a long period of time can become expensive. How can you identify and quantify financial errors?

The answer lies inside your mindset and behaviors.

What if you had an emotional brain and a rational brain? Which one would make financial decisions?

What does money mean to you? Is it something you spend, save or invest?

What fears do you have around money? Do you fear losing it or not making enough money on it?

Is your inclination to spend, save or invest your money? Are you in or out of balance?

When you invest is the goal to avoid risk or maximize gain? You are most likely one or the other.

Do you think about winning or losing or surviving or thriving? It can control your behavior, thinking and actions.

These issues can show up as,

“What if…I should have…I don't want to…I tried that before…I don't trust the…

They can also show up as wishful thinking, that things will work out on their own.

Be unreasonable and let go of any habits or patterns that get in the way.

A goal achievement plan is a logical numerical process to start with that gives you snapshots of where you are today financially and where you want to go. It is filled with many assumptions, but it starts the process moving forward.

Financial Wellness is an outcome that requires your input. Take action now.

The Rainmaker Lives Inside of You

Together we will find it. Create and preserve your wealth. You can have it all.



Main Office:

Fort Lauderdale, Florida

Satellite Offices:

Asheville, North Carolina

Columbia, South Carolina