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The Inspired Life Process™ is a unique and powerful, 6 stage process. This process was designed to educate our clients on verifiable economic principles and implement these principles into wealth maximizing strategies. Ultimately our clients will have a level of certainty and confidence that they will be able to utilize the fullness of the wealth and abundance they have created.
Pro.cess - (1) a continuous action, operation, or series of changes taking place in a definite manner. (2) a systematic series of actions directed to some end.
For all of us at Inverity, discovering what is most important to our clients and creating the greatest value in their lives is our goal. A life of purpose, joy, enjoyment and a life in which your legacy will continue to bless others for generations to come truly are... Living The Inspired Life!
This 1st step in the Inspired Life Process™ is all about YOU! This step brings to the forefront, those things which matter the most in your life. Through our unique and thought provoking questionnaires, you will gain clarity of what you want your finances and wealth to accomplish for you, your family, your community and ultimately….. your legacy. This is a very valuable step in the process. It allows you to evaluate what is important to you and why.
The 2nd step walks you through a process of uncovering areas you may not be aware of in your economic foundation. Just like the foundation of a house is crucial to a sound structure, you must first have a strong economic foundation to build and grow your finances. Most importantly to remember is that this foundation must be constructed in advance and must be perfectly in place before the building begins.
Utilizing a patented economic model, we are able to clearly study our client’s economic foundation and make crucial recommendations, corrections and improvements. These improvements will create a heightened level of certainty & confidence, which will pay enormous dividends in the wealth strategy and building phase.
The 3rd step in the Inspired Life Process™ is what we call Paradigm Re-Alignment™. Paradigms are how we see the world we live in. In certain areas we see the world through clear, Technicolor lenses and in other areas we see the world as if we are wearing green goggles. At Inverity, our objective is to bring to light an accurate portrayal of your financial and economic vision, thus creating accurate, clear and principle based wealth building strategies.
With the aforementioned, both nature and nurture play a role in our paradigms. For most of us, it is nurture which affects how we make financial decisions. Nurture is what we have learned and been taught in the environment around us, such as influential marketing
Hint: Financial Institutions do the exact opposite with the money we give them, than what they are teaching us to do with our own money. It's time to remove our "green goggles" and start seeing more clearly. At this point we begin to handle our personal finances with the same strategies and economic principles the banks and financial institutions are utilizing to create enormous opportunity for themselves, not us.
This powerful step opens the door to new and exciting wealth producing opportunities. Until our paradigms are aligned in accordance to our economic principles, we oftentimes miss out on the possibilities available to us.
ver.i.fi.ca.tion: 1) evidence that establishes or confirms the accuracy or truth of something 2) the process of research, examination, etc., required to prove or establish authenticity or validity.
The 4th step is one of our clients’ favorite steps. As step 3 has opened you up to new possibilities and paradigms, this step provides the verification as to which financial and economic decisions will be most beneficial for you. Using a patented economic model, we are able to test drive various financial strategies. We go through these tests using a powerful, interactive and proprietary software which compares and puts to the test any proposed financial strategy against another. The results are always clearly defined, allowing you to become completely self-reliant in your entire financial decision making process. Step 4 eliminates the uncertainty of financial opinions and influential marketing and allows you to make the best financial decision for yourself and your family.
cer.tain.ty: 1) the fact, quality, or state of being certain 2) something that is clearly established or assured
u'til.i.za'tion : 1) to put to use, especially to find a profitable or practical use for 2) the state of having been made use of
The 5th step teaches you how the traditional financial community supports the myth of a self-insurance mentality for retirement. That's to say if you save your money and build up your savings you will be positioned for retirement and therefore can live off the interest. In turn, the principle (your remaining assets) becomes your insurance in case you begin to run out. The truth of the matter is that this individual, for the most part and regardless of how much money he/she accumulates, will live in scarcity/fear of not having enough or not feeling completely free to enjoy their entire estate. Very often, they will pass on and leave the majority of their assets un-utilized. Most Americans find themselves in this position because they don’t have a strategy in place so they are able to spend and enjoy the majority of their estate while they are alive.
They may also face the dilemma that if they do a good job spending down their estate, they will not be able to pass on a legacy to their loved ones and/or favorite charity after they are gone. Our program shows you how to have full enjoyment of your assets, without fear of running out as well as leaving a meaningful legacy. We call this, "The Have Your Cake & Eat it Too" program.
Your true economic net worth has nothing to do with the market value of your assets, but it is the ability to produce income from your portfolio that determines your true net worth.
The 6th step consists of ongoing strategies that accelerate the money we have in use (invested), by not keeping our money stagnate (sitting in one account). This motion or exchange is the same principle that keeps our economy alive and vibrant. When money is scarce or when the masses pull money off the table in the stock market or from banks, the exchange or velocity of money has been interrupted, oftentimes this results in a recession. When we let our money sit in an account for years, we are often missing out on opportunity to create velocities.
Illustrated, Velocity of Money would look like the following:
- Invest my money into an asset
- Get my money back
- Keep control of the asset
- Move my money into a new asset
- Get my money back
- Repeat the process
In contrast, a common mistake the consumer makes is to leave their money in a particular account for the long haul. It could be in a particular stock/mutual fund, in the bank, a qualified/retirement account and in some cases, real estate. This methodology has an increased risk due to your money only receiving one movement and being subjected to various costs associated with each of these factors.
When we complete the 6 steps of the Inspired Life Process™, we will continue to work with you on an ongoing basis on the strategies you have implemented. As life changes, opportunities arise, important decisions need to be made and we will be here to serve as your continued financial strategist.
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