by Jeff Brown aka The BawldGuy 8 Steps to Purposeful Planning

What’s a Purposeful Plan? During Jeff’s 36 years of experience in helping people grow their wealth, he has developed a proprietary process he calls Purposeful Planning. His process allows him to demonstrate over and over that applying the key aspects of property selection and timing – whether you are selling or trading – produces superior results. Following are the Purposeful Plan Steps.

What’s a Purposeful Plan?

During Jeff’s 36 years of experience in helping people grow their wealth, he has developed a proprietary process he calls Purposeful Planning.

His process allows him to demonstrate over and over that applying the key aspects of property selection and timing – whether you are selling or trading – produces superior results.

Following are the Purposeful Plan Steps.

Establish their level of sophistication about investing in general 1.

Establish their level of sophistication about investing in general

Establish their current and complete financial status Get client approved by lender in advance 2.

Establish their current and complete financial status

Get client approved by lender in advance

Establish source(s) of capital for their first investment(s) Cash Home equity Stocks/Bonds/Annuities Existing investment real estate Other 3.

Establish source(s) of capital for their first investment(s)

Cash

Home equity

Stocks/Bonds/Annuities

Existing investment real estate

Other

Gather information about them Age Retirement plans (company pensions, IRA/401K, annuities) Do they like their job or hate their job? Are their goals realistic, or could they be more ambitious? Whatever else pops up 4.

Gather information about them

Age

Retirement plans (company pensions, IRA/401K, annuities)

Do they like their job or hate their job?

Are their goals realistic, or could they be more ambitious?

Whatever else pops up

Decide whether they're in need of capital growth or current cash flow 95% need to grow first 5.

Decide whether they're in need of capital growth or current cash flow

95% need to grow first

Establish length of time available until retirement Is the time available sufficient to attain goal? 6.

Establish length of time available until retirement

Is the time available sufficient to attain goal?

Establish reserve account based upon total capital actually invested It’s a ‘must’ ( no reserves: I won’t work with them ) Must be liquid 7.

Establish reserve account based upon total capital actually invested

It’s a ‘must’ ( no reserves: I won’t work with them )

Must be liquid

Explain the process in general, and execute Plan based on Steps 1-7 8.

Explain the process in general, and execute Plan based on Steps 1-7

Contact us if your Purposeful Plan is not getting you to your retirement dreams Brown & Brown Investment Properties 8885 Rio San Diego Drive, Suite 257 San Diego, CA 92108 Tel: 619-298-8100 Email: [email_address] [email_address] Website: www.brownandbrowninc.com Blog: www.bawldguy.com

Contact us if your Purposeful Plan is not getting you to your retirement dreams

Brown & Brown Investment Properties 8885 Rio San Diego Drive, Suite 257 San Diego, CA 92108

Tel: 619-298-8100

Email: [email_address] [email_address] Website: www.brownandbrowninc.com

Blog: www.bawldguy.com