6 Months Package
$4,999
Ideal Wealth Grower™ You want to invest in real asset. You know real estate investing is the right thing but its pretty complicated. Getting help will protect you, your family, your money and make you feel better. You want to get started with you Ideal Investor Journey and get at least 1 property into your portfolio in the next 6 months. Hiring us as your mentor to accomplish your goals is a no brainer. Check out all you get when you join our tribe to get started.
12 Months Package
$5,999
Ideal Wealth Grower™ You want to invest in real assets. You know real estate investing is the right thing, but its pretty complicated. Getting help will protect you, your family, your money, and make you feel better.
You want to get startead with your Ideal Investor Journey and get at least one property into your portfolio in the next 12 months. Hiring us as your mentor to accomplish your goals is a no-brainer. Check out all you get when you join our tribe to get started.
product
COMPARISSON
Features
6 Months
Yearly
|
Onboarding |
Yes |
Yes |
|
Intake Survey |
Yes |
Yes |
|
Current personal financial status analysis |
Yes |
Yes |
|
Status of Accumulation Road funds |
Yes |
Yes |
|
Selection of investment strategy:
|
Yes |
Yes |
|
Performance framework development & Time Freedom Point # setting |
Yes |
Yes |
|
Strategy sequence to build an overall portfolio |
Yes |
Yes |
|
Mentoring Session |
12 Sessions |
24 Sessions |
|
Handholding support to close investments on the full Ideal Wealth Grower portfolio that is needed to reach the Time Freedom Point |
6 Months |
1 Year |
|
24/7/365 email access with 24-hour response time promise |
Yes |
Yes |
|
Access to text/WhatsApp comms |
Yes |
Yes |
|
Access to social media accounts, website, blog, podcast recordings |
Yes |
Yes |
|
Session recordings access using Dropbox |
Yes |
Yes |
|
Access to resources associated with investment properties |
Yes |
Yes |
|
Referral services to preferred:
|
Yes |
Yes |
|
Weekly Newsletter |
Yes |
Yes |
|
Referral services to preferred:
|
X |
Yes |
|
Ideal Wealth Grower e-Book |
X |
Yes |
|
Free Ideal Wealth Grower mindset manual and 8-part video series. |
X |
Yes |
|
Free Access to Ideal Investor Journey Online training program on Learndesk. |
X |
Yes |
|
Support to setup LLC structure |
Yes |
Yes |
|
Support to setup estate planning and family trust |
X |
Yes |
|
Support to created diversified portfolio of assets including access to preferred partners in:
|
X |
Yes |
|
Access to Knowledge library with hundreds of items to support deep dive learning. |
X |
Yes |
|
Monthly summary for mentoring clients. |
X |
Yes |
6 Months Program
For Start Up- Onboarding
- Intake surveys
- Current personal financial status analysis
- Status of Accumulation Road funds
- Selection of investment strategy: Short term reno, Long-term reno, Short term new built, Long term new build, International
- Performance framework development & Time Freedom Point # setting
- Identification of first investment according to selected strategy
- 2x/month mentoring sessions – total of 14 sessions
- Handholding support to close first investment
- 24/7/365 email access with 24-hour response time promise
- Access to text/WhatsApp comms
- Access to social media accounts, website, blog, podcast recordings
- Session recordings access using Dropbox
- Access to resources associated with investment properties
- Referral services to preferred: Lenders, Insurance providers, Inspection companies, Builders.
- Turnkey providers
- Title insurance provider
- Property managers (long term & short term)
- Syndicators
- Referral services to preferred: Series LLC Structure providers, Estate planning provider, HELOC financing options.
- Ideal Wealth Grower e-Book.
- Free Ideal Wealth Grower mindset manual and 8-part video series.
- Free Access to Ideal Investor Journey Online training program (IWG Certificate) – currently in development.
- Support to setup LLC structure.
- Support to setup estate planning and family trust.
- Support to created diversified portfolio of assets including access to preferred partners in: Crypto-investing, Commodity investing (Gold/Silver), Agricultural investments (Coffee, Cacao, Teak, etc.), Land notes, Foreign currencies, Nevis Company (international trust).
- Access to Knowledge library with hundreds of items to support deep dive learning.
- Weekly Newsletter.
- Monthly summary for mentoring clients.