Money Mansion Blueprint
Your 60-minute Financial Blueprint Session Session
Discover whether the Money Mansion strategy can help you build wealth faster, safer, and with zero tax erosion.
$997
Credited toward implementation if you move forward within 30 days
What to Expect
This isn't a sales call. It's a strategic session designed to give you clarity on your financial situation and whether the Money Mansion approach makes sense for you.
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Analyze your current financial structure
Where is your money now? How is it growing (or not)? What's your tax burden? We'll examine your complete financial picture to identify opportunities and problems.
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Calculate Your Break-Even Rate
What returns do you actually need to beat inflation and taxes? Most people don't know this number—and it's usually much higher than they think.
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Model a Money Mansion for Your Situation
What would your Money Mansion look like? What would it be worth in 10, 20, 30 years? We'll create preliminary projections based on your income and goals.
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Identify Wealth Leaks
Where are you losing money unnecessarily—to taxes, fees, interest, or poor structure? We'll find the leaks and show you how to plug them.
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Determine If This Strategy Fits Your Goals
Not everyone is a candidate. We'll be honest about whether this makes sense for you. No pressure, no obligation—just clarity.
What You’ll Walk Away With
Your break-even rate calculation
Your tax erosion analysis (how much you're losing to taxes annually)
A preliminary Money Mansion design (if appropriate)
Clear next steps (whether you move forward or not)
Honest assessment of whether this strategy fits your situation
Who is this for?
High-income earners ($150K+) tired of losing half their wealth to taxes
Business owners looking for tax-efficient wealth extraction strategies
Real estate investors seeking diversification with similar benefits to property
Parents wanting to leave a tax-free legacy to their children
Anyone serious about building wealth with contractual certainty instead of market hope
Investment - $997
Only 10 sessions available per month
Credited toward implementation if you move forward within 30 days
This session is a significant time investment on both our parts. The $997 investment ensures we're both serious about exploring whether this strategy is right for you.
Here's how the credit works: If you decide to implement a Money Mansion within 30 days of your Blueprint Session, the full $997 is credited toward your first year's premium. So the session is essentially free if you move forward—but it filters out people who aren't serious about building lasting wealth.
What if you don't move forward? You still get tremendous value: your break-even rate calculation, tax erosion analysis, wealth leak identification, and a complete financial assessment. That alone is worth far more than $997 to the right person.
