PROJECT WEALTH MAKE

The Projects of My Life ® addresses investors’ critical financial concerns during the two most critical wealth phases of their lives: making wealth (or accumulation phase) and keeping wealth (preservation phase).


PROJECT WEALTH MAKE

Overview: Project Wealth Make, simply put, is dedicated to making money! Creating and growing assets, avoiding unnecessary risk, creating a mammoth, tax-free nest egg for retirement, and setting yourself up to live the life you want. These things re within your grasp when you become an effective, self-sufficient investor. Taking an orderly progression of steps will not only help you make money investing but also build the skills that will allow you to repeat the process over and over again.

Vital Issue 1: How can I make and build meaningful wealth?

Passive Make. Active Keep.

Beating vs. Winning

Building Intelligent Portfolios: Why You Need an Investment Policy Statement

Building Intelligent Portfolios: A Documented Life

Building Intelligent Portfolios: Work Your Core…and Satellites

Building Intelligent Portfolios: 8 Step Investing works, only if…

Building Intelligent Portfolios: Sectors, Tilting, Rotation and Other Possibilities

Building Intelligent Portfolios: Portfolio…TILT?

Building Intelligent Portfolios: Then Along Came a SPDR

Building Intelligent Portfolios: What’s in your bucket?

Building Intelligent Portfolios: Passive Core-Satellite Investment Management

Building Intelligent Portfolios: The Last Decision You Should Make

Building Intelligent Portfolios: Building substantial wealth, becoming an Intelligent Investor

Building Intelligent Portfolios: Simplicity vs. Complexity, the key to consistent market returns

Building Intelligent Portfolios: The Death of Active vs. Passive?

Building Intelligent Portfolios: One position wealth?

Building Intelligent Portfolios: Strategic Asset Allocation. BE the market.

Building Intelligent Portfolios: Eight more overwhelming benefits of passive investing

Building Intelligent Portfolios: Activist or Passivist? (This ain’t the Eighties.)

Building Intelligent Portfolios: The Core

Vital Issue 2: How can I become a self-sufficient investor?

Fix the Investor + Fix the Investments = Investor Self-Sufficiency

Free 1:1 Investor Coaching

Free Introductory Online Workshops

Vital Issue 3: How can I keep more of what I make?

What is Active Keep?

 


The terms “Certified Financial Planner “and “CFP ” are exclusively reserved  for professionals who successfully complete initial and ongoing certification requirements established by the Certified Financial Planner Board of Standards Inc.
Life Coach Certification from Coach Training Alliance

Legal Disclaimer: WealthKeep LLC is a personalized Investor Coaching and Wealth Coaching practice. WealthKeep, WealthKeep Academy, and The WealthKeep Journal website (collectively known as “WealthKeep”), web pages and blog posts are for general information only, solely intended for the purpose of introducing our fee-based coaching, advisory and consulting services to a broad public audience [read more]