What You’ll Get From Our Discovery Sessions
The purpose of our sessions is to unveil the gap between where you are and where you want to be, then to create an actionable plan for bridging that gap.
We’ll expose the fears, false beliefs, limitations, and obstacles holding you back. Then we’ll identify the quickest, most leveraged strategies for breaking through all this baggage.
Another key benefit of our discovery sessions is to see if you qualify for an immersion at my cabin. In this one-on-one deep dive, you will and set into motion the foundations so that you can Live Your Richest Life. This includes access to my personal rolodex of professionals and strategic partners who can support you with the implementation and help you move forward
Session #1: Financial Discovery
In our first session, we’ll discuss your financial philosophy and identify your current financial gaps and sources of stress.
We’ll analyze all aspects of your finances, including cash flow, debt, taxes, investing, insurance, asset protection, business growth, business exit strategy, estate planning, and more.
We’ll identify what financial independence means to you and create a strategic plan for achieving that for you much quicker than you’ve thought possible.
Session #2: Life Discovery
Our next session is all about your quality of life. My goal is to help you live your richest life. And that doesn’t just mean having money. It means utilizing your money for the maximum benefit and enjoyment in your life.
So in this session, we’ll discuss what your life looks like when you’re not selling insurance. How are your relationships? What are your hobbies? How often do you invest in your hobbies? Are you clear on your purpose? Are you living your best life?
We’ll get clarity on your richest life, then identify what to eliminate, add, or change in your life to make your ideal a reality.
Session #3: Vision Discovery
The Cheshire Cat was right: If you don’t know where you’re going, any road will get you there.
So, in our final session, we’ll get clear on a vision for your life. That increased clarity gives you a clear destination and a road map for getting there. This will help you reclaim your time and design your life.
We’ll unveil any false beliefs and identify limitations, or sources of stress. We’ll then give you the insights and tools required to overcome them to create your richest life.