Investment Academy Guides

Cash Flow Optimization for Entrepreneurs

Cash flow optimization is the key to building wealth. Because wealth isn’t about what you earn, it’s about what you keep, after taxes, interest, and fees. So we took 3 of our most popular cash flow strategies and put them into one guide — the ultimate starter guide to cash flow optimization.

The Financial Strength Checklist

A solid financial foundation is the gateway to sustainable wealth. Lack of coordination or missing pieces of a financial plan leave one vulnerable and susceptible to unnecessary stress, risk and loss. Use this financial foundation baseline to maximize your efforts while minimizing distractions and complexity.

The Investment Guide for Entrepreneurs

This comprehensive guide helps business owners identify investments that match their own entrepreneurial instinct. Inside, you’ll discover the 7 critical keys successful business owners use every day to amass wealth, security and happiness. These 7 keys not only unlock the "hidden secret" to creating lasting wealth, they also help you avoid the financial traps and investing pitfalls that quietly sap money and joy out of life.

The Investment Scorecard

Sometimes it's hard to know if an investment is right for you. What if you could get an answer to your inner investment questions, like... "Should I jump on the latest ‘hot stock pick?'" "Should I put money into my friend’s business?" "Should I be reallocating my current portfolio?" Answer the 10 questions in this guide and you’ll get a "score" to help you answer those questions. We developed this unique Strengthvesting approach to take into account your individual strengths, investing knowledge and personal Investor DNA. Because investments are too important to be left to chance.