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Private Wealth Management - Four Questions to Plan Your Wealth Management Strategies for Best Results

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If you're ready to escape the daily grind and achieve real wealth for all the right reasons, visit http://LifestyleDesignGroupIntl.com to get Thomas Quinlin's free guide that coaches you to discover ...

If you're ready to escape the daily grind and achieve real wealth for all the right reasons, visit http://LifestyleDesignGroupIntl.com to get Thomas Quinlin's free guide that coaches you to discover (and achieve) your ideal lifestyle design.

Thomas is an international private wealth management advisor who only works with clients who are willing to explore what they really want out of life and design a plan to get there.

Contact him at his blog at http://PrivateWealthManagementIntl.com if you're ready to live your dreams.

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  • http://www.flickr.com/photos/r-z/384866837/sizes/z/in/photostream/
  • http://www.flickr.com/photos/jakecaptive/3205277810/
  • As a private wealth management advisor, I have been helping clients from both categories. Those who have accumulated considerable wealth and would like to grow it; and those who are still on their way. Both groups need strategies for how to get there.
  • Either way, there is one ingredient that I insist on. They need to know the answer to the following question, and so do you: Why exactly would you like to be wealthy, and what exactly would make you feel wealthy?
  • This isn't as stupid a question as you may think. Sure, there's the comfortable lifestyle and financial security. But there are huge differences in terms of what that may actually mean to each particular person. http://www.flickr.com/photos/mikebaird/3539161615/sizes/z/in/photostream/
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Private Wealth Management - Four Questions to Plan Your Wealth Management Strategies for Best Results Private Wealth Management - Four Questions to Plan Your Wealth Management Strategies for Best Results Presentation Transcript

  • Private Wealth Management
    Four Questions to Plan Your Wealth Management Strategies for Best Results
    By Thomas Quinlin
  • Do you consider yourself wealthy?
    Or would you like to be wealthy?
  • “Whether or not you have a high net worth…
    …there are a number of private wealth management strategies you can use to achieve your dream lifestyle sooner rather than later
    …and keep it too”
  • Clients
    …accumulated considerable wealth & would like to grow it
    …who are still on their way
    STRATEGIES FOR HOW TO GET THERE
  • Why exactly would you like to be wealthy
    What exactly would make you feel wealthy?
  • Comfortable Lifestyle & Financial Security
    Huge differences in terms of what that may actually mean to each particular person
  • Answering that question can…
    …make the difference between arriving where you'd like to be & enjoying the journey –or not…
  • Key Private Wealth Management Planning Strategy
    What exactly a "comfortable lifestyle" means to you
  • Does it mean living in a villa in Beverly Hills?
    Does it mean living comfortably any place you want to live, such as in Costa Rica, for example?
    The latter may require much less money than the former
  • What you would really like to do in your ideal life…
  • Do you see yourself traveling, playing golf, or pursuing other passions?
  • Do you want to make the world a better place?
  • Do you mostly want to get the kids through college without going broke?
  • The net worth required for any of these can be vastly different
    It won't necessarily take millions to feel like you're living a millionaire's lifestyle
    Not that there's anything wrong with being "really" wealthy
  • But you can achieve a wealthy lifestyle
    …while still being wise with your money
    …before you have amassed a huge net worth, if you have the proper private wealth management guidance
  • So before you start focusing on the financial aspects of being wealthy…
    …why not start focusing on the lifestyle you want to achieve?
  • Take some time out & think through the following questions
    Where would you like to live?
    What would you like spend your time doing?
    If there were any one thing you would like to achieve, what would it be?
    Who would you like to spend time with?
    Write down the answers. And add as much detail as you want.
  • Work on finding out where you are right now…
    How you can get from where you are to where you would like to be…
    How far along on that journey you'd like to be 6 or 12 months from now…
    What will it take?
  • If you do have a high net worth…
    …you'll probably have more flexibility
  • Still, there are important aspects to keep in mind
    …to ensure that your wealth will be protected & allowed to grow
  • If you're still working on building up your assets…
    …you'll have to work harder when it comes to figuring out how to get to your goals
  • Things you can do to increase your net worth significantly…
    Saving on your child's college education
    Saving on taxes, as well as increasing your income
    An experienced private wealth management advisor will be able to help with any of these
  • If you're ready to escape the daily grind and achieve real wealth for all the right reasons…
    VISIT
    http://LifestyleDesignGroupIntl.com
    to get Thomas Quinlin's free guidethat coaches you to discover (and achieve) your ideal lifestyle design
  • Thomas is an international private wealth management advisor who only works with clients
    …who are willing to explore what they really want out of life & design a plan to get there
  • Contact him at his blog at
    PrivateWealthManagementIntl.com
    if you're ready to live your dreams