Uncover Your Untapped Wealth through Financial Planning
 
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Isn’t time you owned your
financial future and uncovered
your Untapped Wealth™?

You can do it with

A comprehensive financial & business
advisory program designed to help you
become an angel investor

Because everything is possible with the right mentor + knowledge + network

What Is

AN ACCREDITED ANGEL INVESTOR?

An angel investor provides funding to a company so that they can grow. . Imagine investing in Facebook, Google and the Twitters of the world before everyone else.

We help our clients meet one of the criteria below:
  • An individual annual income of $200,000
  • A joint annual income of $300,000
  • A net worth of $1,000,000

HOW DOES IT WORK?

Meet with your
Financial
& Business Coach

Connect with your
tribe & your coach
for ongoing support

Create a custom
financial &
business roadmap

Reach your financial
& business goals
and become an angel investor

THE 3-PHASES OF
UNTAPPED WEALTH

PHASE I: THE MONEY

Why is it that whenever someone talks about money, they manage to skip a key part of making more? That’s the planning piece. You need a roadmap for building and more importantly keeping more of your money. That’s what we focus on in Phase I by creating your financial roadmap and setting up the right financial systems.

PHASE II: THE BUSINESS

Ever look at the Forbes list of the world’s wealthiest people? What do a majority of them have in common? They own a successful business (or three). Phase II is all about how to launch a successful business from scratch or side hustle.

PHASE III: THE INVESTMENTS

If you don’t want to spend the rest of your life working your fingers to the bone and dropping dead at your desk, then you have to make sure you’ve set up the right investment accounts. In Phase III, we focus on investing in the stock market, investing in real estate or real estate investment trusts (REITS) and becoming an angel investor.

WHY SHOULD YOU
BECOME AN ANGEL INVESTOR?

Financial Freedom

What if you could choose if and when to work? What if you didn’t have to worry about your finances? That’s what becoming an angel investor can do for you.

Exclusive Access

Imagine if you were able to invest in the Facebooks, Googles, and Amazons of the world before everyone else. As an angel investor you have an opportunity to own part of a company before everyone else.

Pay it Forward

The number of small businesses and startups that need a little help to grow is large. Becoming an angel investor is your opportunity to pay it forward and be a blessing to someone else.

Get In The Black.

STAY IN THE Black Mini-vault

Know where you stand with an Investor Quiz

Learn your risk tolerance

Decide what to do with an old retirement account

Understand the type of tax expert you need

Learn the differences between type of business entities

ITB-MINI-VAULT

ACCESS THE ITB MINI-VAULT FOR INSTANT ACCESS TO A NEW TOOL EVERY DAY FOR 5 DAYS.

WATCH OR LISTEN TO
EPISODES OF
UNTAPPED WEALTH

Get In The Black.

STAY IN THE Black

How did you do?

It was Progress Reports aka mid-year check-in at In The Black Wealth this week. We met with clients to discuss their progress year-to-date. We do this in the middle of the year to show clients how much can be achieved in six months. The most common thing we hear from clients during their mid-year review

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DO believe the hype. A Recession is coming

Last week the Federal Reserve raised interest rates 0.75 percent to combat inflation. Inflation is currently at 8.6 percent. The last time inflation was this high was the first quarter of 1982. This was following a period of a double recession from 1980 to November of 1982. That recession was also brought on when the

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How to Generate Income from REITs

Summer is in full swing. Kids are out of school. Families are on the move. Work is slowing down at most companies which is the perfect time to turn your attention to your finances.  It’s the 163rd day of the year which means we have 202 days left in the year. That’s more than enough

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