You want financial freedom, but how will you get it?

Surprisingly, the answer is simple (even for non-financial-experts) when you understand how the process works.

I call it a "wealth plan", but that name doesn't describe it well.

The problem becomes obvious when you realize that after 34+ years of coaching people to financial independence not one client has ever come to me looking for this "wealth plan" (even though it's the proven answer to your financial questions and concerns.)

Like most people, you probably believe "planning" is something you pay your broker or financial advisor to do for you. You hire an expert for a fee and they deliver a document with the label “Investment Plan” or “Financial Plan”.

Or maybe you have some general idea that it’s already taken care of because you fund retirement accounts, save when you can, and assume it will all work out.

The reality is you've already "been there-done that" with these conventional planning approaches, yet you still feel some uncertainty about how to achieve your financial goals, and whether or not you'll really have enough money to do what you want to do.

Financial independence before you're too old to enjoy it.

Stay home with the new baby so you don't have to go back to work.

Pay for the kid's college without going into debt or sacrificing retirement.

Switch careers to something more fulfilling, but less lucrative.

Pursue your entrepreneurial dream without breaking the bank.

Every one of these questions is solved by my unique "wealth planning" process, and it's totally different, and dramatically more effective than the conventional process you might mistake it for.

It's about strategically integrating all major aspects of your life to methodically and relentlessly cause your financial independence through the hundreds of decisions you make (and actions you take) every day, week, and month of the year. You can't delegate this wealth plan to your advisor because you can't pay someone to live your life for you.

It includes all asset classes (real estate, business, and paper assets), and isn't just about buying some recommended mutual funds, stocks, or other financial product that your advisor can sell you.

It integrates your personal life with your financial life into a holistic solution based on your unique skills, resources, and interests, because your personal financial goal is about much more than just money.

It includes an advanced planning framework built on an entirely different set of principles producing bigger results much faster than conventional financial planning can provide.

In fact, getting this wealth plan right is so critically important to making sure you reach your most important financial goal that it's the first thing I do with every new coaching client. It's the make-or-break starting point that determines whether your financial efforts will be wasted, or rewarded.

Yes, it's that significant.

Here's the rub... engineering a personalized, written, wealth plan is the single most important step to achieving financial freedom because the alternative is wasted effort every day, inefficient resource use, and high risk of failure. This is just common sense, and the alternative is irrational. Why would you do any different?

I Almost Missed How Important This Is

(and why you shouldn’t).

It all seemed common sense to me, and I assumed everyone approached their financial goals the same way – scientifically, precisely engineered, rationally.

In fact, from the earliest days of my coaching, I’ve been teaching my clients the same methods I’ll teach you in this course, which is the same thing I did for my own life 30 years earlier.

The reason I did it this way is because it worked. It was logical. In fact, it’ll probably seem like a no-brainer when you see how it’s put together.

That’s why I was blindsided when I took a marketing class and one of the early assignments was to interview current and former coaching clients to ask them what they most valued about working with me.

I was shocked by the results…

Clients I hadn’t spoken with for years told me how they were still methodically working from the same wealth plans we had created years earlier, and continuing to produce enviable results.

Most surprising was how nearly every client told me they’d never seen anything like their wealth plan anywhere else before. They shared stories of showing it to family and friends and none of them had ever seen anything like it before either.

I could not believe it!

I was so close to the process, zeroed in on what I thought everyone else already knew, that I couldn’t see what was amazing about it, or why these clients reacted with such energy.

What was obvious to me (and my clients, once they saw it) was not common practice. In fact, it was quite unusual.

These clients had a tool that none of their friends or family had, and they were methodically achieving their financial goals in a way that their friends and family couldn’t.

They had access to a powerful tool anyone can wield, but few understood how to actualize into life.

I began to realize that most people confused a properly designed wealth plan with things like bank accounts or investment plans created by brokers and advisors.