Increasing wealth is a process that requires patience and diligence because it can only happen over time. Moving into this second phase, your financial strategy transforms from following a step-by-step plan to implementing a customized set of tasks designed to reach your specific financial goals.
The second phase – Increase Wealth – is designed to help you grow the seed for your financial future. Using a needs analysis, which is where we take inventory of where you are in your finances and determine what you need to do to accomplish important financial goals.
This “growing” phase builds upon what you have established, by using the three basic empowering “fertilizers” that can be used to increase and grow wealth.