3-Step Wealth Strategy

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About Course

I will be re-structuring this program and this current program will close in March 2021. This will be your last opportunity to get this program for the current rate!


The focus of the Wealth Strategy is to determine ways you can uniquely Earn, Build and Preserve Wealth in order to realize your vision. It will provide a high-level outline of the funds needed to achieve your Vision, as well as a detailed plan for the next one year. Coupled with a strong sense of purpose and vision, you will be able to use your Wealth Strategy to invest accordingly*.


Vision + Wealth = Dreams Coming True


The Wealth Strategy has 3 steps – Earn, Build and Preserve Wealth by providing you with:

  • A detailed one-year plan
  • A general framework of your medium-term wealth plan; 2 – 9 years
  • A general framework of your long-term wealth plan; min 10 years


* The Wealth Strategy does not provide investment advice. If you require investment advice, please speak to a qualified financial adviser. While I am a qualified adviser with Holborn Assets, you are in no way obligated to work with me.

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Course Content

Introductory Call
On our introductory call, I will determine whether your Vision Plan is detailed enough for me to work with. If it is not, I may suggest that you go through my LYF Vision Program. Following our call, I will send you a questionnaire to gain more information to assist me in my preparations.

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