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Double Your Income in 007
A “Business Plan for Life” Meeting
XYZ Company
It’s time to Put Your Money to Work
Unlock & Leverage Your hidden Assets
Refinance your home to access and leverage your equity
Let us help you build a small business for the many financial/tax advantages
Then, let us help you select an exciting investment opportunity– Finance a trust deed loan and earn 12%
return– Invest in solar for your home (rebates,
incentives, significantly lower utility bills)– Purchase an investment property in the up-
and-coming town of Taft, CA (54-100% return in 24 months)
– Finance a private money loan and earn 14% return
New home down payment
Finance QHL loan
Invest in money market account
Purchase new lot in Taft
$1,200/mo.
$3,000/mo.
$150/mo.
$59,000 (1x)
$500,000
$300,000
$400,000 (1 x)
$50,000
$50,000
Finance QHL loan
$300,000
MONEY FLOW MAP
Money going out Money coming in
Proprietary – property of MINT Financial Corp. 2007
Refinance current home
Home rental fee earned
QHL loan interest earned (monthly cash flow)
Money market account Interest (monthly cash flow)
Proceeds from sale of Taft lot (1 time cash flow)
EXAMPLEActivities Timeline
Money Flow Map
Cash Flow Analysis
Components:
Let us create your “Business Plan for Life”
Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan-08 FebNew home down payment ($500,000)Refinance current home $400,000 ($1,800) ($1,800) ($1,800) ($1,800) ($1,800) ($1,800) ($1,800) ($1,800) ($1,800) ($1,800) ($1,800)Finance QHL ($300,000) $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 $3,000 Invest in MM/HAS ($25,000) $63 $63 $63 $63 $63 $63 $63 $63 $63 $63 $63 Purchase lot in Taft, CA ($50,000)Weekly radio spot $400 $400 $400 $400 $400 $400 $400 $400 $400 $400 $400 $400 Radio ad revenueLifestyle community concept
($5,000)
Life insurance loan $30,000 Rental fee for current home
$1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500 $1,500
2 LLCs $2,000 ($1,600)MONTHLY RETURN $57,000 ($501,538) $3,163 $3,163 $3,163 $3,163 $3,163 $3,163 $3,163 $3,163 $3,163 $3,163 $1,500
$400,000 ($300,000)
($50,000)
$2,000
($500,000)
$3,000
$400
($1,800) $3,000 $400 $1,500
($1,800) $3,000 $400 $1,500
($1,800) $3,000 $400 $1,500
($1,800) $3,000 $400 $1,500
($1,800) $3,000 $400 $1,500
($1,800) $3,000 $400 $1,500
($1,800) $3,000 $400 $1,500
($1,800) $3,000 $400 $1,500
($1,800) $3,000 $400 $1,500
($1,800) $3,000 $400 $1,500
($1,800) $3,000 $400 $1,500($1,600)
($1,800) $3,000 $400 $1,500
($1,800) $3,000 $400 $1,500
($1,800) $3,000 $400 $1,500
($1,800)$3,000
$109,000
$400
$1,500
-100% -80% -60% -40% -20% 0% 20% 40% 60% 80% 100%
Jan-07
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan-08
Feb
Mar
Apr
May
Jun
New home down payment
Refinance current home
Finance QHL
Invest in MM/HAS
Purchase lot in Taft, CA
Weekly radio spot
Radio ad revenue
Lifestyle community concept
Life insurance loan
Rental fee for current home
2 LLCs
NEGATIVE CASH FLOW ZERO POSITIVE CASH FLOW
Cash Flow Analysis
Why Us? Credentials Integrated financial strategy
– Mortgage arbitrage – Exciting investment vehicles– LLC establishment– Branding strategy
Complete, integrated team– Seasoned, proven Chief Strategist– Mortgage broker– Award-winning real estate agent– Branding professional– Solar specialist– Notary public– Partner network
Money Management Services
Small Business Services
Realty Services
Tax Management Strategy Services
City in Kern County, in the Bakersfield metro area
Community named after
President William Howard Taft
Location of the filming of the 1991 movie "Thelma & Louise"
Oil was first discovered in Taft, in the early 1900s.
Looking to expand all the way to Interstate 5 – more than doubling its size
Just appointed former city manager of Burbank, CA
About Taft
*
Taft is Growing!
$400,000
300,000
200,000
100,000
0
Numbers = # of homes built
7 6 710
16
3
25
139 9
40
60
1995 1997 1999 2001 2003 2005 2007
Home value
Home building is up over 500%
Hot Investment Opportunity
10% Down
NegAm 1st
IntOnly 2nd
20% Down
NegAm 1st
10% Down
IntOnly 1st
IntOnly 2nd
20% Down
IntOnly 1st
0% down
High FICO
(680+)
0% down
Low FICO
(<620)
Purchase Price $250,000 $250,000 $250,000 $250,000 $255,000 $255,000
Down Payment
(including closing costs)
$30,000 $55,000 $30,000 $55,000 $0 $0
Monthly Cash Flow $428 $595 ($72) $95 ($435) ($1,455)
Annual Cash Flow $5,136 $7,140 ($864) $1,140 ($5,220) ($17,460)
Guaranteed Buyback from you in 2 years
$270,000 $270,000 $270,000 $270,000 $270,000 $270,000
2 Year Net Profit $30,272 $34,280 $30,272 $29,720 $16,560 $7,920
Return on Cash 100% 62% 100% 54% Infinite Infinite