Method
THE DILEMMA
You want to build your wealth, so you decide to hire some money people. Here’s the problem: all these people are now needing your time and attention. You become the hinge holding everything together. This is what I call the “monkey in the middle” dilemma.
When everyone is reporting to you, you become the bottleneck to growth. This causes overwhelm and decision fatigue. On top of this, the money people you hired have no unifying strategy. They don’t understand your world as an entrepreneur – so you get cookie cutter advice, with cookie cutter results, going in multiple different directions. To solve this problem, we created our “Proven Path” which includes 3 unique frameworks – The Wealth Codex, The Chief Wealth Officer, and The Quarterly Cadence.
By combining these three powerful frameworks – we offer entrepreneurs a unique, comprehensive, and actionable approach to building lasting wealth. This method has been proven to generate substantial results, allowing business owners to create untouchable wealth without compromising their entrepreneurial journey.
THE PROVEN PATH
THE WEALTH CODEX
The Wealth Codex is the foundational framework of our wealth-building strategy. It’s a comprehensive blueprint designed specifically for entrepreneurs, addressing the unique challenges and opportunities that come with business ownership.
At its core, the Wealth Codex consists of three interconnected components: the Income Game, the Protection Game, and the Wealth Game. The Income Game focuses on maximizing business profitability and personal income. The Protection Game ensures that the wealth you create is shielded from taxes, inflation, market volatility, and potential lawsuits. The Wealth Game transforms your protected income into lasting, generational wealth through strategic investments and financial structures.
What sets the Wealth Codex apart is its holistic approach. Unlike traditional financial advice that treats business and personal finances separately, our codex integrates both, recognizing that for entrepreneurs, these are intrinsically linked. By following the Wealth Codex, entrepreneurs can create a clear path to financial freedom while continuing to grow their businesses.
THE CHIEF WEALTH OFFICER
The concept of a Chief Wealth Officer (CWO) is a game-changer in personal wealth management for entrepreneurs. Just as a Chief Marketing Officer oversees all aspects of a company’s marketing strategy, a Chief Wealth Officer is dedicated to optimizing and protecting an entrepreneur’s personal wealth.
The CWO acts as the central point of contact, coordinating between various financial professionals such as accountants, tax strategists, attorneys, and investment advisors. This eliminates the common problem of entrepreneurs becoming the “monkey in the middle,” trying to coordinate between different financial experts themselves.
Key responsibilities of the CWO include designing a comprehensive wealth strategy personalized to you, building and managing an A-player team of financial professionals for you, coordinating actions proactively, and curating a network of exclusive investment opportunities. By having a CWO, entrepreneurs can focus on what they do best – growing their businesses – while ensuring their personal wealth is being optimized and protected.
THE QUARTERLY CADENCE
The Quarterly Cadence is the execution framework that brings the Wealth Codex to life under the guidance of the Chief Wealth Officer. This systematic approach ensures that wealth-building strategies are consistently implemented and adjusted as needed.
Every quarter, we conduct a focused review and planning session. These sessions cover four critical areas: tax strategy, profitability, wealth protection, and investment strategy. By aligning with the natural business quarter, we ensure that wealth-building activities are in sync with business operations.
The Quarterly Cadence provides several key benefits. It creates a sense of urgency and accountability, ensuring that wealth-building actions don’t fall by the wayside amidst busy entrepreneurial life. It allows for regular assessment and adjustment of strategies in response to changing business and market conditions. Most importantly, it transforms wealth building from a vague, long-term goal into a series of concrete, achievable quarterly objectives.
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