Work, Life, Wealth Balance
Your Desire
- To Flourish and excel at work
- To be productive and relevant at work
- To own your home
- To become financially free
- To Retire in comfort and style
- To spend time with your loved ones
- To do more of the things you love
- .............
Your Pains
- Never having enough time
- Struggling to advance at work
- Struggling with debt
- Unable to save
- Lost significant money
- Need help understanding investments
- ………….
The Solution: SMART Personal Plan - We help you build passive wealth so you can relax, focus and spend time doing what you love most
SMART Personal Plan - A Master Mind Group
We organize master mind groups for staff of healthcare service providers or community based groups to understand and apply principles that improve productivity and wealth. Each person develops and documents a SMART Personal Action Plan. They review their plan periodically to measure progress and we celebrate successes.
Benefits
- Grow Your Wealth Every Quarter
- Achieve Financial Freedom
- Enjoy A Comfortable & Relaxed Retirement
Resources
- Guidance To Set SMART Personal Goals
- Access To Wealth Building Knowledge
- Access To Implementation Templates
- Review & Finetune Personal Progress
Interactions
- Peer Group Monthly Meeting
- Closed Discussion Forum
Scope
Plan Your Resources
- Time Plan (time to learn and act)
- Capital Plan (savings & credit)
- Knowledge Plan (what, why & how to….)
Earn Active Income (Flourish At Work)
- Excel At Work
- Protect Yourself and Your Family
- Reduce Your Tax and Keep More Of Your Income
- Save Part Of Your Income
Develop Passive Income (Invest, Compound, Diversify)
- Mutual Funds, Stocks, Stock Options
- Home Ownership
- Rental Properties
- Own A Business System
Plan Your Legacy
- Joint Ownerships
- Living Trust
- Will