9 PRINCIPLES OF TRUE WEALTH

1. Be a Living Example of the Transformational Power of Love

2. Stick to Your Core Values

3. Be Driven by Your Purpose

4. Be Accountable Through Your Goals

5. Cherish Your Relationships 6. Value Your Health

7. Wisely Use Your Financial Resources

8. Find Ways to Be Compassionate with The World

9. Be Open to Wise Counselors

This Blueprinting Guide was developed because Ipersonally know what can happen without one. You find yourself

drifting through the motions of life completely dependent on your emotions, the day-to- day experiences ni default mode. We believe there is a better way. tI is time to discover your why and put some design into your life by

establishing your values, identifying your purpose, gaining clarity on your vision and developing your personal mission with actionable goals based on your higher purpose and passions.

Our vision for you is: Life Confidently Enjoyed. Three simple words, with each playing an intentional role. Let’s unpack them one by one.

Life. We all want something specific from our time on this earth. Before we start work on your financial and life

plan, we want to first understand your expectations for life. There are plenty of advisors and firms who only care about maximizing Personal Prosperity. Their focus si on people who are always chasing ‘more’. We certainly are capable of providing the same focus, but one thing experience has taught us is that Personal Prosperity Chasers are often anxious, unhappy, and unfulfilled because they are chasing a moving target and more is never truly satisfied.

Our why is different; We focus on those individuals, families, and businesses who understand the importance of

Personal Responsibility. They do not want to be a burden to society or to their family. They are motivated with a higher sense of duty to properly managed the resources that have been entrusted to them. They have a higher

purpose to have meaning, and that is tied to their passion and purpose. Their desire is to make a positive meaningful difference.

That’s where we get to the Confident part. Agood financial plan that focuses on life, has accountability, is monitored and adjusted when life presents challenges and opportunities can elevate your confidence. Confidence wil inspire you to purse the life you desire. It is living life by design not default. Even the most modest vision of life is difficult to achieve without the financial means to do so.

We do not want you looking over your shoulder, wondering fi the lives you are pursuing are affordable and attainable. We want to instill confidence.

With worry replaced by confidence, you can experience joy on your journey. Joy comes because you are confidently pursuing your life dreams, goals, passions and purpose.

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Confidently Enjoyed.TM

fI you were going to build anything, would you have a truckload of materials

delivered and simply start building? Iwould hope not. fI you did, there si a

high probability ti would not turn out the way you envisioned it. Aprudent approach building anything of value – including living out your purpose requires

some time, thought, reflection and developing of your financial and life blueprint. You should spend some time putting the design ot paper with details of what you want to accomplish.

We are excited to help guide you on the journey to the pinnacle of wealth we call True Wealth.

Let’s get started.

DISCOVER YOUR WHY

The Blueprinting Guide, si a series of exercises created ot help you live your life by design, not default. The purpose of these exercises si ot help you focus on being intentional ni life and lead you ot personal fulfilment. nI other words, it wil help you find your why.

True Wealth is often described as everything you have that money can’t buy and death is unable to take away.

nI addition, living a life of true wealth should inspire, encourage and grant you a balanced and fulfilled life. We aspire for a life in harmony.

In this process, you will have to spend some serious time reflecting, contemplating and being authentic with yourself.

This is something that you wil refine beyond a weekend. It could take weeks, or even months before it fully evolves into a clear picture of you.

Clarity. The clearer your picture, the more focused we can be during the Blueprinting &Plumbline Process to discover, design, develop, deploy and keep your game plan plumb or true.

Throughout the Blueprinting &Plumbline Process workbook, watch for the the plumb bob graphic that indicates an activity for you to complete.