Have you met with a financial adviser who turned you away because you didn’t meet their account minimum? Well, today’s your lucky day, because today we’re going to take you through exactly how to go from having nothing or not enough to being abundant and living financially free.
So the first question you should ask yourself is: why don’t you meet their account minimum?
And it’s probably because you’re following conventional wisdom, but that’s the good news – you probably also have money that’s hiding in plain sight. Our process seeks to put you back in control of your money. We do a deep dive into your finances and find money that you’re giving up control of unknowingly and unnecessarily.
Unknowingly means that you don’t know you’re doing it. You don’t wake up and say, “Hey, I’m going to make a bad financial decision today.” No one does.
Unnecessarily means that you don’t have to continue down that path. Making some simple shifts within your finances could put you back in control of your money and leave you in a better financial position going forward.
We have been trained to find, on average, $24,000 per year of money that’s hiding in plain sight. That’s money that you can use to move forward financially. Our process looks at five major areas of wealth transfer where money is leaving your control each and every single month. Those areas include:
- How you’re funding your retirement
- How you’re paying for your mortgages
- How you’re funding your children’s college education
- How you’re making major capital purchases
By looking at these five areas, we’re able to identify money that’s leaving your control. Then we can redirect that money back into an account that you own and control and have full liquidity use of that money in order to achieve your financial goals.
And you see, we don’t have an account minimum. We would never insult somebody by telling them that they’re not good enough. Everyone thinks they’re doing the best that they can with what they have, but what if there was a way to make your money more efficient. What if instead of just paying down debt or paying cash for purchases, you were actually accumulating wealth for you and your family? Wouldn’t you want to know about that? This is where financial advisors get stigmatized as only being there for the wealthy.
But if you’re serious about moving yourself forward financially, we are here to help. If you’d like to get started with our process, visit our website at tier1capital.com to schedule your free strategy session today.
And remember, it’s not how much money you make, it’s how much money you keep that really matters.