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Four Questions to Plan Your Wealth
Management Strategies for Best
Results
By Thomas Quinlin
Private Wealth Management
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
achi...
Clients
…accumulated
considerable
wealth & would
like to grow it
…who are still
on their way
STRATEGIES FOR HOW TO
GET THE...
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 per...
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 i...
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 l...
But you can achieve a wealthy lifestyle
• …while still being wise with your money
• …before you have amassed a huge net wo...
So before you start focusing
on the financial aspects of
being wealthy…
…why not start focusing
on the lifestyle you
want ...
Take some time out & think through
the following questions
• Where would you like to live?
• What would you like spend you...
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...
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 t...
Things you can do to increase your
net worth significantly…
• Saving on your child's college education
• Saving on taxes, ...
If you're ready to escape the daily
grind and achieve real wealth for all
the right reasons…
VISIT
http://LifestyleDesignG...
Thomas is an international private
wealth management advisor who
only works with clients
…who are willing to explore what
...
Contact him at his blog at
PrivateWealthManagementIntl.com
if you're ready to live your dreams
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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 (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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Private Wealth Management - Four Questions to Plan Your Wealth Management Strategies for Best Results

  1. 1. Four Questions to Plan Your Wealth Management Strategies for Best Results By Thomas Quinlin Private Wealth Management
  2. 2. Do you consider yourself wealthy? Or would you like to be wealthy?
  3. 3. “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”
  4. 4. Clients …accumulated considerable wealth & would like to grow it …who are still on their way STRATEGIES FOR HOW TO GET THERE
  5. 5. Why exactly would you like to be wealthy What exactly would make you feel wealthy?
  6. 6. Comfortable Lifestyle & Financial Security Huge differences in terms of what that may actually mean to each particular person
  7. 7. Answering that question can… …make the difference between arriving where you'd like to be & enjoying the journey – or not…
  8. 8. Key Private Wealth Management Planning Strategy What exactly a "comfortable lifestyle" means to you
  9. 9. • 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
  10. 10. What you would really like to do in your ideal life…
  11. 11. Do you see yourself traveling, playing golf, or pursuing other passions?
  12. 12. Do you want to make the world a better place?
  13. 13. Do you mostly want to get the kids through college without going broke?
  14. 14. 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
  15. 15. 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
  16. 16. So before you start focusing on the financial aspects of being wealthy… …why not start focusing on the lifestyle you want to achieve?
  17. 17. 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.
  18. 18. 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?
  19. 19. If you do have a high net worth… …you'll probably have more flexibility
  20. 20. Still, there are important aspects to keep in mind …to ensure that your wealth will be protected & allowed to grow
  21. 21. 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
  22. 22. 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
  23. 23. 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
  24. 24. 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
  25. 25. Contact him at his blog at PrivateWealthManagementIntl.com if you're ready to live your dreams

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