purposeful planning
DESCRIPTION
Jeff Brown (aka The BawldGuy) shares the proprietary process he developed, called Purposeful Planning, to guide investors to the realization of their dreams and goals.TRANSCRIPT
BAWLDGUY.COMBROWNANDBROWNINC.COM
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PLANNING
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WHO IS BROWN & BROWN?
WHAT DOES BROWN & BROWN DO?
HOW DOES BROWN & BROWN DO IT?
WHO IS BROWN & BROWN?
38 years of experience
Multi-state
10 years
Taught cash flow analysisto brokers
CCIM
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trained
of managementexperience
for 5 years
multi-clientproperty tax deferred exchanges
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BROWN & BROWN DO?
By applying the key aspects of property selection and timing-
whether you are selling or trading,
Brown & Brown produces superior results over and over again.
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BROWN & BROWN DO?
The Purposeful
Plan
HOW DOES BROWN & BROWN DO IT?
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STEP ONE
HOW DOES BROWN & BROWN DO IT?
ESTABLISH YOUR LEVEL OF INVESTING SOPHISTICATION
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STEP TWO
HOW DOES BROWN & BROWN DO IT?
ESTABLISH YOUR CURRENT & COMPLETE FINANCIAL STATUS
BY LENDER PRE-APPROVAL
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STEP THREE
HOW DOES BROWN & BROWN DO IT?
ESTABLISH YOUR SOURCE(S) OF CAPITAL FOR YOUR FIRST INVESTMENT(S)
*CASH* *HOME EQUITY* *STOCKS/BONDS/ANNUITIES* *EXISTING REAL ESTATE INVESTMENT* *OTHER*
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STEP FOUR
HOW DOES BROWN & BROWN DO IT?
ESTABLISH YOUR PROFILE:*AGE*RETIREMENT PLANS
(PENSIONS, IRA/401K, ANNUITIES)*DO YOU LOVE OR HATE YOUR JOB?*ARE YOUR GOALS REALISTIC OR
COULD YOU BE MORE AMBITIOUS?
HINT: 95%
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STEP FIVE
HOW DOES BROWN & BROWN DO IT?
DECIDE WHETHER YOU’RE IN NEED OF CAPITAL GROWTH OR CURRENT CASH FLOW
need togrow first
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STEP SIX
HOW DOES BROWN & BROWN DO IT?
ESTABLISH LENGTH OF TIME AVAILABLE UNTIL RETIREMENT
IS THE TIME AVAILABLESUFFICIENT TO ATTAIN
YOUR GOALS?
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STEP SEVEN
HOW DOES BROWN & BROWN DO IT?
ESTABLISH YOUR RESERVE ACCOUNT BASED ON TOTAL CAPTITAL THAT IS ACTUALLY INVESTED
HINT:YOU SHOULD BE
LIQUID…
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STEP EIGHT
HOW DOES BROWN & BROWN DO IT?
EXPLAIN THE GENERAL PROCESS AND EXECUTE STEPS 1-7
HINT:IT’S TIME FOR THE
PURPOSEFUL PLAN
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IF YOUR PURPOSEFUL PLAN IS NOT GETTING YOU TO YOUR RETIREMENT
DREAMS, CONTACT US:
619.298.8100
[email protected]@BROWNANDBROWNINC.COM
BAWLDGUY.COMBROWNANDBROWNINC.COM
PURPOSEFULPLANNING
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THANK
YOU FOR
VISITING!