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WEALTH BEFORE MONEY
Are you hoping for success, or do you have a formula to create it?
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3.14 FORMula

Net Worth
Personal
Business
Real Estate

Cash Flow
Income
Tax Rate
Debt Rate
Savings Rate
Burn Rate
Distribution Rate

Life
Family Benchmark
Risk Tolerance
Insurance Coverage
Estate Plan
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By using our 3.14 FORMula we’re able to help you plan for your future and help you embrace what wealth before money means to you
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