Purposeful Planning
15
BAWLDGUY.COM BROWNANDBROWNINC.COM Purposeful Planning PURPOSEFUL PLANNING
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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 of Purposeful Planning
BAWLDGUY.COMBROWNANDBROWNINC.COM
Purp
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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!
