Infinite banking is not only for the wealthy!

A common misconception I hear a lot is that infinite banking is expensive, or accessible only to the wealthy. Not only is this not true, but this belief is holding you back.

I meet clients where they are, and we develop a strategy within their budget. The ultimate goal is to build wealth, free up cash flow and provide protection without sacrificing lifestyle.

This is my typical client journey:

1. Discovery call

   This is the getting to know you phase. We discuss the client's short term and long term goals and an overview of how infinite banking works.

2. Drill down discussion

   We review the clients finances, identify potential leaks (areas they are losing money to outside sources) and discuss potential solutions.

   I may suggest bringing in a colleague with expertise in a specific area.

3. Present solutions

   We meet again to discuss detailed solutions, including options for flexibility and opportunities for future growth.

4. Application

   Only when a client decides to go ahead with a plan do we book a call to complete the application.

5. Implication

   Once the policy has been approved, the fun begins! I provide step by step guidance on how to use and grow their system, and ongoing support.

It's important to note that the client is in control of how long this process takes and how they would like to move forward.

Often, a client's needs or goals change mid-journey, and we adapt the plan as necessary.

Sometimes, this takes weeks or months to develop a plan together that they are comfortable with.

The beauty of this process is that it is completely tailored to you, the client.

I'd love to show you how infinite banking can be used in your life. Book a no-obligation call today.

Let's chat!