Wealth Coordination

Money for opportunities and need

This is what we call the parking lot. This is where the journey begins. All recourses flow through here, stay for a short period of time, or wait until retirement. Building a game plan that has adequate access to money when “life hits the fan” or when opportunities come into vision is vital to success. Proper planning reduces the dependency on financial institutions and reduces debt. Easy access to cash while paying as little as possible in fees and taxes is the goal for this area. This area also funds the protection, savings and growth areas.