My CFO Series®: A defined process for reaching your full financial potential

4 Challenges of Building Wealth

What everybody has said is good for you may actually be causing you harm by limiting your financial success. In truth, traditional financial thinking repeatedly falls short in overcoming these challenges that stand between you and reaching your full financial potential.

1 Lost Opportunity Cost

The money you lose as a result of any particular financial decision versus another. Not only does it consider the present value that was lost, but also the future value that was lost.

If you pay $1,500 tax on an investment not only do you lose $1,500 but what that $1,500 will be worth in the future.

Money is leaking out of your life and you don’t even know it. Recapturing that lost money has the potential to add an additional $2 - $5 million of wealth over your lifetime.

Lack of Financial Organization & Coordination of Advisors

3 Velocity of Money

Get your dollar to accomplish more than one thing at a time.

It’s important to focus on getting your money to accomplish a lot of little things, rather than searching for one big, speculative pop. Think about the way a bank makes money. This allows your money to work more efficiently, resulting in greater flexibility, decreased tax costs and less risk.

2 Rules of Financial InstitutionsThe financial industry has an agenda for your money. Learn to manage your money the way they do, not the way they want you to.

1. They want your money.

2. They want it systematically.

3. They want to hold onto it for as long as possible.

4. They want to give back as little as possible when the time comes.

Most people have no organization, no rules and no financial beliefs they live by. It’s like trying to play chess without a game board; your chances of winning the game are next to none.

You can’t win the game of wealth building without an organized, rules-based financial model that helps you evaluate the collective whole on your journey to victory.

Empower yourself by developing a core belief system to follow. View your entire financial life in one place, in real-time. Weigh and measure decisions to validate your philosophy. Employ your personal CFO to coordinate your team of advisors and your financial life as a whole. This is your partner, your advocate who will educate, guide and counsel you toward reaching your full financial potential.

4

Components of an Ideal Financial Model

Your life will change. That’s guaranteed. And your ability to effectively react to change is a key determinant in your success. A financial model allows you to adapt to change, but it does more than that. For the first time, this is about you – it’s about putting you in a position of power and control over your financial life.

· Become a world class saver.

· Recapturing lost money creates more wealth-building opportunities.

· Pay yourself first.

SAVINGS & CASH FLOW

· You are your most important asset.

· Most people are only one “what if” away from losing everything.

· Consider your full economic value: If you were the victim of a life-changing accident, how much money would you want?

MAXIMUM PROTECTION

· Asset allocation accounts for more than 90% of your return.*

· Volatility robs returns.

· Risk is not a knob that can be adjusted to create greater returns.

INVESTMENTS

· Remain outside the wealth transfer system.

· Keep control over your wealth.

· Maintain satisfactory streams of income.

· Longevity and Sequence of Returns are your two greatest retirement risks.

WEALTH DISTRIBUTION & LEGACY

15% Savings

3-6 Months

Liquidity

Age Maximum Protection

30-39 20 x Income

40-49 15 x Income

50-59 10 x Income

60+ 1 x Net Worth

Efficient Frontier

Inefficient Portfolio

Impossible Portfolios

Risk

Ret

urn

* Ibbotson, Roger. The Importance of Asset Allocation.

DREAMThe Vision Game PlanIdentify your present financial position, lifestyle objectives, and how to properly set and achieve goals.

Identify most important lifestyle objectives

Gather all financial data/statements/personal information

Develop your personal financial wish list

Discover your true purpose for money

Real-time view of your entire financial life

Establish key objectives for your financial model:

Protection, Assets, Cash Flow, Liabilities

Holistic tax and estate planning

Strategies measured against their ability to meet stated objectives

CREATEThe Efficient Capital Management Matrix®

Set up your financial model, identify key implementation strategies and employ your personal CFO to educate, guide and counsel you toward reaching your full financial potential.

SUCCEEDAction Accelerator Tools and services are implemented to help you maintain financial balance, track your progress, achieve your goals, and effectively react to life’s changes.

Comprehensive family office strategy

Real-time view of your current financial position

Daily monitoring of your financial health

Regular stress testing and review

ENVISIONRisk Exposure and Gap AnalysisTest the health of your current financial position: Evaluate your economic exposure, tax liability and market risk. Simultaneously evaluate opportunities for cost recapture strategies.

Create a current position snapshot

Produce your financial score card

Stress test current strategies against new solutions

Recover lost money and put it back to work

My CFO® Series: A defined process for reaching your full financial potential.

What the My CFO Series® Gives You

· Updated, real-time picture of your current financial position

· Educational content through Jarred Bunch University

· Monthly news blasts

· Regular market updates

· Regular strategy review and accountability

· Plan monitoring with adjustments as needed

· Networking opportunities

· Client appreciation events

Educate, Guide and Counsel

Cash flow management and analysis

Comprehensive family office solution

Risk management strategyInvestment policy statement

Proactive tax and estate planning

Cost recapture strategies

Daily aggregation and monitoring of your financial life

Implementation guide

Regular strategy review and accountability

Discovering your true “why” behind money

If we met again three years from now, what has to have happened, either personally, professionally, or both, for you to be happy with the progress you have made? Specifically, think about the current dangers you want to eliminate, opportunities you want to explore and current strengths you can maximize.

Dangers to eliminate List your top three dangers:

••••• ••

1.

2.

3.

opportunities to explore List your top three opportunities:

••••• ••

1.

2.

3.

strengths to be reinforced and maximized: List your top three strengths:

••••• ••

1.

2.

3.

Fill in the chart with the different dangers, opportunities and strengths identified.

Adopted from The D.O.S.TM Platform, which is a trademark, copyright and concept owned by The Strategic Coach, Inc.

As an independent Registered Investment Advisory firm, our team is here to help you reach your full financial potential. To help you live the life you want to live. Our job is to educate, guide and counsel you toward that end. Free from the Wall Street BS, we act in your best interest as your fiduciary. Every day, we roll up our sleeves and go to work for you. The advice and solutions we render to our clients are not only at the highest degree of professional standards, but are also the same that we would render to ourselves and our families. Welcome to the smarter, faster, non-conforming, personal wealth building, always got your back, Bunch.

www.JarredBunch.com | office@jarredbunch.com | 1-855-288-5588

4830 W. Kennedy Blvd, Ste. 450, Tampa, FL 336099000 Keystone Crossing, Ste. 450, Indianapolis, IN 46240

DISCLOSURESPlease remember to contact Jarred Bunch Consulting, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add, to modify any reasonable restrictions to our investment advisory services, or if you wish to direct that Jarred Bunch Consulting, LLC effect any transactions for your account. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available upon request.

about jarred bunch consulting

contact us today

to get started!