The Stairway To Your Financial Heaven: What I Reveal To You In Our First Conversation

When I first speak to you, you may want me to answer the following questions…

“What exactly will we be investing in?”

“What should I do with the assets I already have?”

“Why shouldn’t I invest in property instead?”

And while I will obviously address these questions eventually, it may not happen in the first 15 mins.

We must first agree on where we are going.

What I would like for you to expect of me in our first conversation:

Such that you have the portfolio, financial life and cash flow of your dreams ASAP is...

To show you a clear path from where you are now to where you desire to be within 5 years, tailored to your specific circumstance…??

To end, once and for all, the Alice In Wonderland Dilemma.

Alice: “Would you tell me, please, which way I ought to go from here?”

The Cheshire Cat: “That depends a good deal on where you want to get to.”

Alice: “I don't much care where.”

The Cheshire Cat: “Then it doesn't much matter which way you go.”

Without crystal clarity, we cannot achieve financial freedom in <5 years.

This is why when you work with me, you can expect absolute and crystal clarity.

On all parts of the equation: where, when, how, how soon, and why.

You may also have other questions that can be answered before we ever speak. So let me answer them in advance...

Which company are you affiliated with/tell me your qualifications:

I've partnered with Continental International Group and I have a CISI level 3 Qualification in Wealth & Investment Management which is required for a license in financial services in the UAE.

What’s the minimum:

If you have less than AED 50,000 to invest aside from an emergency fund then it is not appropriate for you to invest. Rather, it is time for you to invest in yourself, your skills and career.

Is this MLM or crypto:

No, I work under DIFC, IA, SCA regulations and follow UAE rules when providing investment advice. I stay far away from anything speculative where I cannot personally safeguard your money with absolute certainty. (No crypto experiments, ever!) No MLM either.

For the above questions… we don’t need to get on a call.

So here is what we will do in our first conversation:

1. Get To Know Your Numbers

We talk through your financial situation, including how much you spend, how much you earn, what you currently own, and what you consider a great return.?

2. Your Fastest Lane To Freedom

We meticulously plan your most efficient path to achieve financial independence also known as LEAN FIRE. This is your bare minimum to attain financial security forever, not a luxurious lifestyle.

3. Touch On Investment Choices Based On Your Capital

It goes without saying that at higher levels of capital I am able to offer you more choices. But we will not discuss this in detail until we know for sure it’s right for you.

4. 30 Days To Cash Flow

You can consider whether immediate monthly cash flow is important to you or you’d like to reinvest until you’ve hit your LEAN FIRE stage.

5. Determine Your Speed

We determine how much you’ll need to buy your freedom forever and also what is the max speed we can get you there based on variables in your expenses, upcoming expenses e.g. college tuition or disposable income.

If you’re feeling ready to speak to me, feel free to reach out on LinkedIn, WhatsApp or by phone +971506760070. This strategy is not right for everyone, so I'd love to see if there's a fit.