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Financial Education
and Advice

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Stay up-to-date on the latest tools, strategies and ideas to help enhance your portfolio and decisions for the future.

Know Your Number

How to Turn Business Success into Lasting Financial Freedom 

As a successful entrepreneur, you’re paid for achieving results. There is often more reward because you accept more risk and your most valuable asset isn’t your 401(k). You play a unique financial game, which is why traditional advice won’t cut it in the long run. In Know Your Number, you’ll learn how to turn business success into lasting financial freedom.  

You’ll transform unclear financial hopes into concrete goals through a simple, three-part process that helps you:

Clarify Your Unique Vision Of Financial Freedom

Turn That Vision Into A Price Tag

Turn The Price Tag Into An Action Plan

Case studies will show you how to put the ideas into practice. And you’ll learn a freedom-driven approach to investing based on the complex opportunities and risks business owners face. This book isn’t for everyone, but if you’ve built a multi-million dollar business and are serious about creating freedom, this book is for you.

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Book Bonus Materials

Vision Worksheet


Number Worksheet


Plan Worksheet