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Wealth Strategy Call

  • 1 hour
  • 195 US dollars

Service Description

A personalized one-hour consultation designed to delve into your current and future investment objectives in great detail. During this dedicated time, our experienced team will address your questions, provide valuable resources, and assist you in crafting a strategic plan that sets the course for achieving your desired outcomes. The Wealth Strategy Call encompasses the following key elements: In-depth Phone Consultation: You will have an exclusive one-hour conversation with our knowledgeable advisors. This session will revolve around understanding your specific investment goals, risk tolerance, and financial aspirations. We will encourage open dialogue, enabling you to ask questions and seek expert guidance to make informed decisions. Detailed Action Plan Packet: Following the call, we will meticulously document the insights gained from our discussion. You will receive a comprehensive Action Plan Packet tailored to your unique circumstances. This packet will outline the key points covered during the consultation and provide clear guidance on the necessary steps you need to take to embark on building your real estate portfolio. The Wealth Strategy Call covers a wide range of topics that are crucial for your investment success: Business Analysis: We will explore strategies for scaling and growing your business passively, helping you identify opportunities for increased efficiency and profitability. Real Estate Investment Objectives: Our team will assist you in defining and refining your individual real estate investment goals. By aligning your aspirations with suitable investment avenues, we aim to optimize your portfolio's performance. Wealth Building Strategies: Together, we will explore various methods to structure and scale your investments, ultimately creating a foundation for generational wealth accumulation. Financial Freedom Roadmap: We are committed to supporting your journey toward financial freedom. During the call, we will work with you to develop a personalized plan that outlines the steps required to achieve financial independence. Upon completing the Wealth Strategy Call, we will follow up with an email within 1-2 days. This email will summarize the key takeaways from our discussion, ensuring that you have a clear record of the insights and recommendations shared *Please note that there is a 72-hour booking policy. Please read entirely before booking.

Booking Policy

By continuing with this booking, you acknowledge that you have read and agreed to the following policy: • If Appointment is Cancelled: 73 (seventy-three) hours or more before booking (more than 3 days): FULL REFUND • If Appointment is Cancelled: under (seventy-two) 72 hours of/ on the day of the appointment: There will be no refund given • If the client is deemed a no-show there will be NO REFUND given and you will have to re-book the service. The client is deemed a No-Show when: • There is no answer after initial contact. • There is no return call within the grace period Grace Period: 10 Minutes The 10-minute grace period is given after contact is initiated, if contact cannot be made before the 10-minute grace period lapses client is considered a NO-SHOW. An email and text message (if applicable) will be sent, and the customer must reschedule. If you wish to reschedule you may use the booking page or reach us at (682) 277-2053 or by email at Note: This policy does not apply to property tours. In order to tour a property, a valid ID may be required.

Contact Details

  • 1861 Brown Blvd, Arlington, TX 76006, USA


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