“Do what you can, with what you have, where you are.” -- Theodore Roosevelt

Integrate Your Assets

 

What do you own, anyway?

 

Okay, it may be easy to list your house, your car, and maybe a rental property or two. But what about your retirement accounts and investments? Do you know what you actually own in them?

 

Besides having a gap in understanding what you own, most people also have trouble understanding the connection between what you own and why you own it.

 

Your assets can be classified as Safety Assets, Use Assets, or Investments. Each of your assets can be categorized in one of these three ways. By doing that, you can better understand whether each asset is helping you or actually harming you.

 

Your assets should be helping to improve your cash flow now and in the future. Financial stability comes from having a plan for your assets that will cover your cash needs for the short-term, medium-term and the long-term.

See Programs Self-Assessment

Explore the Seven Keys

Click on each letter to learn more
Re-Create Your Vision Evaluate Where Your Are Target Your Income Harness Your Expenses Integrate Your Assests Negate Your Liabilities Keep It All Safe
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Testimonial

I really appreciate the consistency in my daily practice. The little things always work into something big.

- Thea D , Santa Rosa, CA

Angie, I thought every piece was outstanding! Thanks

- Rebecca G. , Santa Rosa, CA

The 49 Secrets of Money has already changed the way I look at my money on a daily basis. It has made me more conscious of my money, and helps me make better decisions on an on-going basis.

- Ellin C. , Sebastopol, CA

In looking at my Optimal Life during this week's exercise it was really valuable to me to hone in on how to manifest more of my passions vs. settling for the easy route. It is good to put it in writing and refine. I know that's so important to really make things happen.

- Lisa W. , Santa Rosa, CA

The sense of urgency and "pay attention to this" is just what I need to keep reality in focus.

- Steve S. , Santa Rosa, CA

Thanks again, for the tools that you have provided me with. I really enjoyed your program and feel a lot more confident about my financial future. I have taken your advice and divided my budget into weeks for this month, I think that will work out way better for me, more manageable for my brain!

- Tracy J. , Santa Rosa, CA

This has been an incredible experience going through this program with you. You are a fantastic and thoughtful coach who really understands how to help and work with people. I will recommend you highly to friends and family.

- Bonnie B. , San Rafael, CA

This has been so helpful; beyond helpful actually!

- Nikki D. , Glen Ellen, CA

I know if I stay focused I will have a more fulfilling life. I also know that I have the ability to move through my financial problems, if I continue to work hard and follow the steps in the program. It has been a pleasure working with you even through the difficult times.

- Bonnie B. , San Rafael, CA

This course causes everyone to rethink what they are doing... and that is a healthy exercise for both those who are struggling and those who have achieved a high level of success. Each achievable step ties into the essence of what is necessary to live life with passion and purpose. This program challenges me to take action today and experience a powerful impact on my life.

- Leonard W., , Las Vegas, NV

Thanks for your services - you are top notch!

- Joanne G. , Santa Rosa, CA

I wish I could reach through this email and give you hug! Thank you for the encouraging words.

- Monica M. , Santa Rosa, CA


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