Page 6 - Financial Life Inspection™ 12/2024
P. 6

The Financial                                             The Tax

                                  Freedom                                            Mitigation


                                 Formula                                             Method







                             The Investment                                        The Real Estate

                                    Strategy                                       ROI Snapshot


                                 Enhancer





                                                                                      The Legacy
                               The Cash Flow                                             Transfer


                                Maximizer                                           Advantage







                                 The Family                                         The Business


                                  Protection                                          Ownership

                               Advantage                                             Navigator





                                                                                       The Family

                                 The Giving                                               Finance

                                 Formula                                             Centralizer













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