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7X -- Clients with a formal financial plan are seven times happier than those without one.

Google Maps will help you travel.....7X Financial Maps will help you retire.




"Practice makes perfect"

But what if you've been practicing the wrong way all this time?

You don't know, what you don't know.  But with 7X Financial Maps, you will know.  That's because 7X is a head-to-toe financial diagnostics that allows you to see everything; what you're doing right, what you're doing wrong, and how to improve on both.  

It's your guide toward:

  • Reaching good financial health
  • Protecting what you have from being taken away from you
  • A plan that will change everything!



Step one

One clear picture of what you have:

  • Investments
  • Accounts
  • Insurance
  • Real Estate
  • Cash Flow
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Step two

Identify hidden problems that may cause money troubles in your future. 

Get solutions today.  


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Step three

How to get to your "there"

  • Detailed Recommendations for investment, estate, tax, and insurance management
  • Comprehensive written report
  • Personal financial website to see it all in one place
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Step four

Now you're in control!

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Create a plan

I want to start planning for my future....

First step