Purposeful Planning

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Jeff Brown (aka The BawldGuy) shares the proprietary process he developed, called Purposeful Planning, to guide investors to the realization of their dreams and goals.

Published in: Economy & Finance, Business
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Purposeful Planning

  1. 1. BAWLD GUY .COM BROWN AND BROWN INC. COM Purposeful Planning PURPOSEFUL PLANNING
  2. 2. Purposeful Planning WHO IS BROWN & BROWN? WHAT DOES BROWN & BROWN DO? HOW DOES BROWN & BROWN DO IT?
  3. 3. WHO IS BROWN & BROWN? 38 years of experience Multi-state 10 years Taught cash flow analysis to brokers CCIM Purposeful Planning trained of management experience for 5 years multi-client property tax deferred exchanges
  4. 4. Purposeful Planning WHAT DOES BROWN & BROWN DO? By applying the key aspects of property selection and timing - whether you are selling or trading, Brown & Brown produces superior results over and over again.
  5. 5. Purposeful Planning WHAT DOES BROWN & BROWN DO? The Purposeful Plan HOW DOES BROWN & BROWN DO IT?
  6. 6. Purposeful Planning WHAT DOES BROWN & BROWN DO? STEP ONE HOW DOES BROWN & BROWN DO IT? ESTABLISH YOUR LEVEL OF INVESTING SOPHISTICATION
  7. 7. Purposeful Planning WHAT DOES BROWN & BROWN DO? STEP TWO HOW DOES BROWN & BROWN DO IT? ESTABLISH YOUR CURRENT & COMPLETE FINANCIAL STATUS BY LENDER PRE-APPROVAL
  8. 8. Purposeful Planning WHAT DOES BROWN & BROWN DO? STEP THREE HOW DOES BROWN & BROWN DO IT? ESTABLISH YOUR SOURCE(S) OF CAPITAL FOR YOUR FIRST INVESTMENT(S) *CASH* *HOME EQUITY* *STOCKS/BONDS/ANNUITIES* *EXISTING REAL ESTATE INVESTMENT * *OTHER*
  9. 9. Purposeful Planning WHAT DOES BROWN & BROWN DO? STEP FOUR HOW DOES BROWN & BROWN DO IT? ESTABLISH YOUR PROFILE : * AGE *RETIREMENT PLANS (PENSIONS, IRA/401K, ANNUITIES) *DO YOU LOVE OR HATE YOUR JOB? *ARE YOUR GOALS REALISTIC OR COULD YOU BE MORE AMBITIOUS ?
  10. 10. HINT: 95% Purposeful Planning WHAT DOES BROWN & BROWN DO? STEP FIVE HOW DOES BROWN & BROWN DO IT? DECIDE WHETHER YOU’RE IN NEED OF CAPITAL GROWTH OR CURRENT CASH FLOW need to grow first
  11. 11. Purposeful Planning WHAT DOES BROWN & BROWN DO? STEP SIX HOW DOES BROWN & BROWN DO IT? ESTABLISH LENGTH OF TIME AVAILABLE UNTIL RETIREMENT IS THE TIME AVAILABLE SUFFICIENT TO ATTAIN YOUR GOALS?
  12. 12. Purposeful Planning WHAT DOES BROWN & BROWN DO? STEP SEVEN HOW DOES BROWN & BROWN DO IT? ESTABLISH YOUR RESERVE ACCOUNT BASED ON TOTAL CAPTITAL THAT IS ACTUALLY INVESTED HINT: YOU SHOULD BE LIQUID…
  13. 13. Purposeful Planning WHAT DOES BROWN & BROWN DO? STEP EIGHT HOW DOES BROWN & BROWN DO IT? EXPLAIN THE GENERAL PROCESS AND EXECUTE STEPS 1-7 HINT: IT’S TIME FOR THE PURPOSEFUL PLAN
  14. 14. Purposeful Planning IF YOUR PURPOSEFUL PLAN IS NOT GETTING YOU TO YOUR RETIREMENT DREAMS , CONTACT US: 619 .298. 8100 [email_address] AND BROWN INC .COM [email_address] AND BROWN INC .COM BAWLD GUY .COM BROWN AND BROWN INC. COM PURPOSEFUL PLANNING
  15. 15. Purposeful Planning THANK YOU FOR VISITING!

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