One size doesn’t fit all; so we work with clients in multiple ways.
Some clients come to us knowing what they want, ready to take action.
Perhaps you’ve been referred by a friend we helped with an alternative investment (outside of the stock market). Or maybe you’ve heard founder Kim D. H. Butler featured as a product expert on The Prosperity Podcast, or in interviews with real estate podcasters, or with the Palm Beach Investment Newsletter.
Others have found us online, or learned of Kim through her myth-busting books on life insurance, retirement, and financial planning.
Investors often come to us for specific help, such as rolling over an IRA into non-correlated investments or generating more cash flow from existing assets with income-producting strategies. We also help many clients with dividend-paying whole life insurance policies–structured to maximize cash value–as a vehicle for storing cash and building capability for additional investments, while increasing estate value.
If you wish to implement a particular strategy or just want to get some questions answered, we can help you move forward quickly. Reach out to us to set up a complimentary appointment or make an inquiry. (We don’t bite and you won’t get a sales pitch, just an opportunity to get your questions answered!)
Others come to us for comprehensive consulting.
For people in your situation, the The Prosperity Pathway™ is available — the proprietary Prosperity Economics fee-based process offered through our sister company, Prosperity Economics Partners. PEP is a registered investment advisor that operates from the fiduciary platform.
Welcome to The Prosperity Pathway.™
The Prosperity Pathway™ is a five-session, fee-based, proprietary process that will help you discover and apply The 7 Principles of Prosperity™ to your life and finances.
Learn more about our 7 Principles of of Prosperity™ with our complimentary Prosperity Accelerator Pack.
The program allows you to evaluate and choose financial strategies that best serve you with confidence. The focus of the program is to enhance your cash flow, ensure your economic protection, expand your personal economy, and help you implement strategies that accelerate your prosperity.
We’ll show you how to make your money work harder. Following the steps of The Prosperity Pathway™, we strive to help you make each of your dollars do many jobs as opposed to doing only one job.
Throughout the five steps of the journey, you will:
- Learn and integrate the principles of prosperous thinking,
being and doing.
- Establish the baseline of your current personal economy.
- See your economy from a macro-economic point of view.
- Measure and recover “lost opportunity cost.”
- Execute strategies for controlling your assets.
- Implement velocity of money multiplier methods.
These are the five steps of The Prosperity Pathway™:
Step 1 – Explore
Explore the 7 Principles of Prosperity™ and learn how applying these principles may help you create wealth with greater speed and certainty by giving you an “opportunity filter.” This filter helps you to measure financial steps you are considering taking, in order to determine if they are a good match.
Step 2 – Envision:
Benefit from our Prosperity Profile™ tool, which gives you a macro-economic view of your current personal economy. This baseline serves as your financial GPS. With this as the starting point, you’ll become equipped to apply the 7 Principles to every dollar you have laid out on the Profile™ to increase its efficiency.
Step 3 – Embark:
Building on discoveries from Steps One and Two, take ACTION to improve your economy by implementing strategies designed to enhance how your money works for you. To further improve your financial confidence, we’ll help you to understand if a strategy makes sense, numerically and objectively, using our Truth Concepts™ software.
Step 4 – Execute:
Use the 7 Prosperity Principles™ to choose financial products that complement ones you may already have, so that you get a chance to see how each of your dollars can work many jobs at the same time.
Step 5 – Expand:
As you gain experience in applying The 7 Principles of Prosperity™ to your personal economy as an “opportunity filter,” you’ll feel more confident and in control, your view of possible investments will expand, and your ability to recognize and capitalize on opportunities will sharpen.
Now that you are familiar with the five main steps of The Prosperity Pathway™, click here to learn the details.