8 Steps to Purposeful Planning

Slide 1: 8 Steps to Purposeful Planning by Jeff Brown aka The BawldGuy

Slide 2: Purposeful Plan Steps by The BawldGuy 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. All Content Copyright © 2006 Brown and Brown Investment Properties

Slide 3: Purposeful Plan Steps by The BawldGuy 1. Establish their level of sophistication about investing in general All Content Copyright © 2006 Brown and Brown Investment Properties

Slide 4: Purposeful Plan Steps by The BawldGuy 2. Establish their current and complete financial status a. Get client approved by lender in advance All Content Copyright © 2006 Brown and Brown Investment Properties

Slide 5: Purposeful Plan Steps by The BawldGuy 3. Establish source(s) of capital for their first investment(s) a. Cash b. Home equity c. Stocks/Bonds/Annuities d. Existing investment real estate e. Other All Content Copyright © 2006 Brown and Brown Investment Properties

Slide 6: Purposeful Plan Steps by The BawldGuy 4. Gather information about them a. Age b. Retirement plans (company pensions, IRA/401K, annuities) c. Do they like their job or hate their job? d. Are their goals realistic, or could they be more ambitious? e. Whatever else pops up All Content Copyright © 2006 Brown and Brown Investment Properties

Slide 7: Purposeful Plan Steps by The BawldGuy 5. Decide whether they're in need of capital growth or current cash flow a. 95% need to grow first All Content Copyright © 2006 Brown and Brown Investment Properties

Slide 8: Purposeful Plan Steps by The BawldGuy 6. Establish length of time available until retirement a. Is the time available sufficient to attain goal? All Content Copyright © 2006 Brown and Brown Investment Properties

Slide 9: Purposeful Plan Steps by The BawldGuy 7. Establish reserve account based upon total capital actually invested a. It’s a ‘must’ (no reserves: I won’t work with them) b. Must be liquid All Content Copyright © 2006 Brown and Brown Investment Properties

Slide 10: Purposeful Plan Steps by The BawldGuy 8. Explain the process in general, and execute Plan based on Steps 1-7 All Content Copyright © 2006 Brown and Brown Investment Properties

Slide 11: Purposeful Plan Steps by The BawldGuy 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: jeff@brownandbrowninc.com josh@brownandbrowninc.com Website: www.brownandbrowninc.com Blog: www.bawldguy.com All Content Copyright © 2006 Brown and Brown Investment Properties