Which are you?
Feel like you know absolutely nothing about financial anything?!
Let’s start with the basics. I’ll take the fear out of the steps you’ve previously been too nervous to make.
Let’s Build together.
Become your own financial advisor.
You’re earning solid income, you invest, you own assets (and perhaps debt), and feel you could be doing better. You can.
Optimize is right for you.
Stop working for money and instead have money work for you.
Advanced strategies to set you up for your wildest dreams – travel, creating art, helping others, effortless cash flow.
Create your foundation
- Debt elimination plan
- Maximize your credit score
- How to use credit cards & loans
- Create a budget/conscious spending plan that works
- Pay yourself first: auto savings plan
- Automate your financial life with apps – bills, debt, saving & investing
- Ways to create more income
- Set your first financial goals
- Prepare for home ownership
- Introduction to investing
Grow returns, cut costs
- Investing & retirement fundamentals
- Create a passive investing portfolio with low fees & strong returns
- Maximize work benefits/pension contributions, matches & plans
- How to make good financial decisions – pay debt vs invest, buy vs rent etc.
- Mortgage hacks – down payment/pay off your mortgage years faster
- Slash taxes by placing your investments in the right accounts
- When to fire your financial advisor and what to do instead
Long term wealth creation
- Your 3-5 year custom wealth creation plan to achieve financial freedom
- Set up your passive income streams
- Exit strategy to leave your job
- Become a private lender
- Real estate investment strategies
- Alternative investment strategies – crypto, peer lending, royalties, etc.
- Leverage good debt so you can take quantum leaps in net worth
- Build a trusted network of financial specialists, investors & other experts
Ready to talk?
Let’s create the right plan and get your money working for you today! Not sure where to start? Schedule a free consultation.