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.
Good Stuff Happens in 1:1 Meetings: Why you need them and how to do them well
Private Wealth Management - Four Questions to Plan Your Wealth Management Strategies for Best Results
1. Four Questions to Plan Your Wealth
Management Strategies for Best
Results
By Thomas Quinlin
Private Wealth Management
2. Do you consider yourself
wealthy?
Or would you like to be wealthy?
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”
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
13. Do you mostly want to get the
kids through college without
going broke?
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. 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. So before you start focusing
on the financial aspects of
being wealthy…
…why not start focusing
on the lifestyle you
want to achieve?
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. 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. If you do have a high net worth…
…you'll probably have more flexibility
20. Still, there are important aspects
to keep in mind
…to ensure that your wealth will be
protected & allowed to grow
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. 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. 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. 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. Contact him at his blog at
PrivateWealthManagementIntl.com
if you're ready to live your dreams
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.
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