The Million Dollar Miner
Finding Clients $1,000,000 in Undiscovered Lifetime Wealth
There are HUGE inefficiencies in our financial lives.
The Million Dollar Miner process identifies values, and recapture those inefficiencies, putting at least $1,000,000 of additional lifetime wealth into our clients' pockets - based on money already flowing through their personal economy.
The Guarantee
Our guarantee is pretty simple.
If we can’t show you at least $1,000,000 of ADDITIONAL lifetime wealth – beyond what your current plan/path projects - from money already flowing through your personal economy - we’ll refund your MDM engagement fee, no questions asked. You alone are the judge of our work.
How can that be possible?
We get it. But we do the impossible every day.
We start by looking in three places other advisors miss or undervalue:
Sub-Optimized Distribution Strategies Unknown, and Unnecessary Wealth Transfers Inefficient Investing Costs
Oh - and we don't require clients to:
1. Save More
2. Take More Risk,
3. Use unknown products
The process
GETTING STARTED
The Million Dollar Miner process is a limited, 30-day engagement designed to show you your financial potential.
You'll either confirm the path you're on - or you'll discover new potential you didn't know was possible. Either way - you win. We have no expectations that you'll work with us beyond the MDM process.
GETTING STARTED
The Million Dollar Miner process is a limited, 30-day engagement designed to show you your financial potential.
You'll either confirm the path you're on - or you'll discover new potential you didn't know was possible. Either way - you win. We have no expectations that you'll work with us beyond the MDM process.
"Fit" Conversation
Our initial conversation is all about 'fit.'
Are we right for you?
Are you right for our process?
We'll detail what the MDM process looks like, what the time commitment is, what the costs are, and what outcome you can expect.
We'll also detail our guarantee, the timeline, and the 'deliverables' so you know exactly what you're getting into should you decide to engage us
Discovery Meeting
The Discovery meeting is an in-depth 2-hour sit-down between you and our team.
It is very educational in nature as we lay the foundation for the work ahead.
We'll review the 'homework' you provided beforehand, walk through your current lifetime plan elements, agree a set of ground rules for the work we'll be doing, and talk about products and strategies we can and can't use in calculating your L-FOB (Lifetime Financial Outcome Benefit).
L-FOB Meeting
Your L-FOB is your Lifetime Financial Outcome Benefit. It's the difference between the lifetime value of the financial and retirement plan you walked in with - and the value of the plan we will demonstrate is possible for you.
If you don’t find your L-FOB credible, or if it does not exceed $1,000,000, or if you don’t think it’s worth capturing and making yours – we’ll issue your refund on the spot.
Either way - you'll go away with a beautiful custom report showing you what we found, and where your opportunities lie.
Still A Bit Unsure?
Let us know what you're thinking, what questions you have, or what you're struggling with. We'll be in touch to be sure you are able to make a fully informed decision about us.