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Who We Are
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12 Pillars
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Home
Who We Are
Our Process
12 Pillars
Contact Us
Have It All
The creation of true wealth expands far beyond money.
Have you built Freedom, Passion & Joy into your Financial Plan?
Enjoy our free Money & Mindfulness Self-Discovery analysis.
Where do you find the most inspiration?
In pursuing my Purpose
In what I'm Passionate about
In creating Freedom
In supporting my Family
In building my Faith
In staying Fit and Healthy
How successful are you in the pursuit of abundance?
SAVE - I have a successful process for building wealth.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
GROW - I have an investment strategy that I believe in and trust.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
PLAN - I have created a framework to reach my goals in life.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
PROTECT - I know my family and wealth is protected if anything were to happen to me.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
BORROW - I am debt free and may utilize credit opportunities when they are favorable.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
GIVE - I use my wealth to positively impact my family and the organizations I care about.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
How successful are you in the pursuit of happiness?
FLEXIBILITY – I take good care of my body and mind so I can move fluidly through each day.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
FREEDOM – I create the time and space to do what I want.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
FAMILY – I have quality relationships with those I love the most.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
PURPOSE – I know why I’m here and what my gifts are.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
PASSION – I know what I love and make time to enjoy those things every day.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
PLEASURE – I experience joy, peace and happiness regularly and often.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
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