In the 1980s, I had a business transforming event. One after another, folks who had successfully built wealth would come to me saying, “I’m all taken care of.” I would ask them, “Are you fully certain?”
Their answer was usually some version of, “I think so, but I’m not fully certain. I have very good advisors. I just want to be absolutely sure I’m not missing anything.”
When I would “stress test” their wealth plan, I’d find some pretty significant Gaps, Inconsistencies and Dangers. Their answers were always the same, “What! I had no idea. I was told that everything was taken care of!”
“That’s mostly because the planning industry is broken,” I would tell them. I believe my clients deserve more.
That led me on a journey that resulted in The Abundant Wealth Process – a customized, comprehensive, client-first wealth process that is designed to preserve, protect and pass on more wealth.
I believe that decent, hard-working folks who have accumulated wealth over their lifetime deserve every opportunity to live an Abundant Lifestyle and leave an Abundant Legacy.