- Your Wealthview: this is the money philosophy that you've inherited from your environment.
- Your Values Systems: these are the overarching motivators that dictate how you evaluate your opportunities in life.
- Your Current Positioning: this is an examination of where you're currently at with your money.
In combination, these items reveal how to make progress towards living life on your terms. Our free wealthkits are designed to give you the insight you need to know the best path forward.
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- Deciphering Your Values System
- Defining Your Wealthview
- Discovering Your Current Positioning