Jul 20, 2023
This is a short episode where Curtis explains the methodology called Principled Based Planning that focuses on helping his client to BECOME and REMAIN financially free.
Links and Resources from this Episode
- https://www.practicalwealthadvisors.com
- https://www.practicalwealthsolutions.net/
- Email Curtis for a free report - curtmay@gmail.com
- Call his office - 610-622-3121
- ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
- Schedule a call with Curtis:
- https://aptwithcurtis.as.me/Strategysession
- CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
- Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
- Special Listener Gift
Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession
Show Notes
- Save 15% or more of your total income
- Maximum protection
- Full replacement of assets upon death
- Build and maintain six months to one year of income storage
- Velocity of money
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