The Whole Life
Abundance Blueprint
IF MONEY ISN'T THE SOURCE OF ABUNDANCE, THEN WHAT IS?
ABUNDANCE HAS LESS TO DO WITH MONEY THAN ABOUT YOUR MINDSET. WE'LL HELP YOU ESTABLISH A REALISTIC APPROACH TO MONEY, AND SHIFT TO A MINDSET OF ABUNDANCE FOR GENERATIONS TO COME.
Why do you need a plan for the long-term? Because we know from all the research - if you're not disciplined in managing your money, your money will not be disciplined on its own.
Your Abundance Blueprint is realistic because its based on your current financial reality and your financial personality. Abundance comes with the right knowledge and a good plan you can execute with intentionality and confidence. Your Abundance Blueprint sets the foundation for sustained growth and long-term stability for you and your family.
A quick glance at the value that's packed inside our process:
Strategies for Saving Money Long Term
Working Toward Your Financial Legacy
Analyzing Your Money Management Style
Reducing High-Interest Debt
Taking Control of Your Money
Flowing With the Laws of Money
Establishing a Financial Bunker
Thinking Strategically About the Future
Stopping Money Leaks and Inefficiencies
Re-Allocating Stagnant Money
Making it Simple and Intentional
Developing Whole Life Abundance Habits
HERE ARE THE KEY ELEMENTS OF THE WHOLE LIFE ABUNDANCE BLUEPRINT
Take Control of Your Financial Future
If you're not controlling your money then your money is controlling you.
✅ Stress about money comes from a feeling of uncertainty and a lack of control.
✅ Shift your thinking to take responsibility for all your money - the good, the bad, the simple, and the complicated - you own it!
✅ Learn the one powerful mindset that will shift you to abundance for the long-term.
The truth is, nobody out there wakes up every morning thinking about your money, or about your health, or about the happiness of your relationships - you have to take full responsibility for abundance in all aspects of your life. The first step to financial Abundance is to take control because if you don't, you will never feel clarity and confidence, and no matter how much money have - you will never feel abundant.
Gain the Knowledge You Need to Make Your Own Decisions
How do you sort through thousands of options and a million conflicting "expert" opinions?
✅ You don't have to know everything about money, so we'll FOCUS on the few things that will have the most impact
✅ Learn the basic laws of money then put yourself in a better flow
✅ Review strategies used by wealthy families (and banks and corporations) - then copy, simplify and adapt them to your situation
A lot of people know how to make money, but when it comes to managing money - that's where the wheels start to fall off for most people. It can be overwhelming, but so in this part of the Abundance process we'll narrow down to a few key financial strategies you should know, then give you the information to make your own decisions about how to invest your money, how to save your money, and how to protect it and pass it on to create a financial legacy for your children and grandchildren.
Simple Yet Powerful New Financial Habits
Everyone says they want something better in life, but very few are willing to adopt the discipline necessary to develop new habits.
✅ Realistic: Simplify your approach to money management down to only a few new habits
✅ Powerful: New habits put you in control, instantly leading to the feeling of abundance
✅ Lasting: The new habits you'll learn are meant to last your Whole life - abundance for the long term
The payoff with a Whole Life Abundance Blueprint is a simple and powerful strategy to save, invest, and confidently reach your financial goals. Money management becomes clearer and less overwhelming. Each step is now intentional and part of a larger plan leading to financial abundance. Having a plan (knowledge), seeing clearly into the future (certainty), being confident and intentional in your strategy - these are the foundations of financial abundance.
Protection & Security Review
Protecting your wealth gets overlooked and put off to "next year," but insurance is an essential element.
✅ Learn several life insurance strategies, and uncover existing gaps in protection
✅ Review the details of your existing policies, riders and supplements
✅ Plan for realistic retirement and medical expenses before they drain your wealth
Life insurance is obviously the easiest way to protect and pass wealth to your beneficiaries, but the problem is when you're young you feel like you will live forever, and when you're old you feel like life insurance is too expensive and you've missed the window of opportunity. You're going to break that cycle and start thinking, learning and planning today, so wherever you're at, whatever age, however much you have or don't have - you will have a simple plan in place to protect your family from a devastating outcome in the event you pass away.
Legacy Planning
Remarkably, only 4 out of 10 Americans have a will or a trust, and most have not reviewed those documents in the past three years.
✅ Learn strategies to preserve and manage family wealth for generations to come
✅ Create a smooth and simple process for your loved ones when you pass
✅ Review any trust or will you have in place to make sure they still reflect your goals and desires
It's very important to be clear about your desires, and to walk through what would happen if you were to die. How complex are the finances you're leaving them? How will they have access to the money, and how much would your heirs actually receive? What taxes will they owe, and what assets would have to be liquidated when you die to pay those taxes? Is there something specific you want them to do with a portion of their inheritance? Is there a charity you want to support?
Long Term Care
Report
✅ Understand the statistics and probable cost of long term care
✅ Learn about newly popular "blended" long-term care policies
✅ Reports on current age vs care needs over time
Nearly 70% of people turning 65 today will need long-term care at some point in their life, but while most families are affected by the need for long-term care, not everyone takes advantage of long-term care insurance to help with the costs. LTC insurance has changed a lot in the past few years, and there are now "blended" long-term care strategies that make LTC much more attractive.
Debt Repayment
Plan
High interest debt must be eliminated.
✅ Review several strategies to pay off any high interest debt you owe
✅ Check for mistakes on the debts that you owe
✅ Apply practical strategies to reduce high interest debts
Whether it's student debt, credit cards, or paying off an unexpected medical bill, whatever the cause, there are ways to overcome high interest debt. Let's start to take action to solve it.
Saving for the Future
Relatively small changes in your habits today will make your long-term savings goals achievable
✅ Learn the five factors of saving
✅ Clearly define your savings goals and the time frame to reach them
✅ Compare saving strategies with a single lump sum or funding over time
A savings plan to reach a goal has four distinct, yet interrelated, factors, each contributes to the success or failure of the plan. Those factors include amount of the goal, rate of return, time horizon, liquidity, and taxability. Now consider how a few coordinated changes can make a difference to the success of the plan. By making relatively small changes to each of the five factors, the goal can be met. The Abundance Blueprint will show you how.
WITH NEW KNOWLEDGE, DISCIPLINE AND SOME NEW FINANCIAL HABITS, YOU CAN - FINALLY - TAKE CONTROL OF YOUR MONEY!
START CREATING YOUR WHOLE LIFE ABUNDANCE BLUEPRINT RIGHT NOW
We'll find out what's most important to you, then identify what might be blocking you from achieving those goals. Whatever happens on this call, you'll have a clearer picture of your long-term financial future.
2. Your Abundance Blueprint
You'll learn simple wealth strategies that align with the laws of money. You'll take that knowledge and create a personalized roadmap with crystal clear, realistic long-term financial goals.
3. New Financial
Habits
The payoff is a stress-free blueprint to save, invest, and realistically achieve your financial goals. Your money habits become intentional and part of a larger plan leading to financial abundance.
Get Your Whole Life Abundance Blueprint Today!
IF YOU'VE BEEN CHASING MONEY THEN BY NOW YOU'VE FIGURED OUT THAT YOU WILL NEVER HAVE "ENOUGH." TAKE A BREATH AND SHIFT YOUR FOCUS TO ABUNDANCE.
In the end, you've got to be comfortable with your blueprint, and confident that you can pull it off...
Most wealth building “plans” are nothing more than a few new products that sound great, but you walk away with some general advice, a lot of unanswered questions, and feeling even more overwhelmed than you were before.
The Whole Life Abundance Blueprint is an all in one approach to shift your mindset about money, start making your own decisions about money, then implementing a few simple new financial habits.
"Abundance is not something you acquire.
It is a choice you make.
You either tune into it, or you don't."
-Wayne Dyer
Whole Life Pros
