Financial Services
The C.O.P. Method
Control. Opportunity. Produce.
Keep a portion of what you earn each paycheck for as long as possible
The financial world does a great job confusing people with using saving and investing interchangeably. Are they different?
Also, when people have a greater amount of information will that lead to making better decisions for the individual? I believe that to be true.
The First Target
Keep a portion of what you earn each paycheck for as long as possible
The financial world does a great job confusing people with using saving and investing interchangeably. Are they different?
Also, when people have a greater amount of information will that lead to making better decisions for the individual? I believe that to be true.
During this process clients will:
- Learn the definition of saving, investing and gambling.
- Where money can be stored for the time it is needed quickly.
- How best to guard against lawsuits, financial predators and safely transfer finances through estate planning.
+1 Control over future financial decisions with a way to filter out the noise so that the individual benefits the most- not institutions or me.
The Second Target
Building off Target #1 will build safety and liquidity for times when an individual has a serious life event or there is an opportunity to put money to work for them.
Here is why having liquidity is essential in any aspect of our lives.
The client will learn why high levels of liquidity are essential to financial success.
- Reduce debt and dependency upon other programs
- Lower stress levels
- Be successful under the most scenarios
+1 Opportunities will multiply.
The Third Target
Your hard earned dollars are to be saved systematically and then to put them to work for you to earn other dollars for you.
Think of your money as an employee. Employees have specific job descriptions- so does your money.
Clients will learn:
- The difference between an assets and a liability.
- When money goes out to earn for you how quickly would you want dollars coming back to you?
- Passive vs. Active forms of income
+1 Produce results that match your values and actions when it comes to efficient use of your income so that income exceeds expenses while living the desired lifestyle.
