Learn THE BASICS: A four step transformational method to help you discover your true wealth.

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  "Transforming your values into true wealth answers and solutions."

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It is our firm belief that through educational events and experiences, we can help you learn that by focusing on discovering your core values rather than the value of your assets, you will find true wealth and find clarity, focus, balance, and confidence in your personal and financial life.

Transformational Values-Based Wealth Planning uses a four step educational process to help you discover your true wealth within your core value system. Each step of the Transformational Values-Based Method represents one of the four idealized dimensions of clarity, focus, balance, and confidence. The four steps are:

The success of this educational method is measured by the extent to which it articulates a revelation experience that is appealing and inspiring to you and provides you with a strong sense of purpose—to act towards attaining your true wealth within your value system.

Learn more about the Transformational Values-Based Method


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