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My favorite productivity coach of all time is David Allen, famed author of Getting Things Done.

Absolute Financial Freedom BookWhen you first work with David’s concepts and materials, you think it is all about optimal levels of productivity…but you soon realize his methods also have a wonderful way of unleashing you from all the complexity and worry that often accompanies high levels of achievement.

In one of his audio recordings, he says: “Too controlled is out of control” and this immediately resonated with me. Actually, it articulated the “sweet spot” I have always aimed for as I created (and ultimately patented) Systems and Methods for Optimizing Wealth and most all of the other wealth and investment management systems, structures, support and tools I’ve created over the years. I always have heard that you can have a form of “unconscious competence” that serves you, but you can typically build upon it at an even higher level when you become aware of it and it becomes “conscious competence” – this was the case for me with this concept.

Whether you are seeking to better invest your money or seeking to be a better “depletion-resistant” wealth steward, my advice is to keep the “too controlled is out of control” insight in mind. Here are some tips:

It’s been an annual tradition of mine to put something special together to share with clients and friends for the new year. This year, the theme is “The Big Breakthrough” and it includes three powerful tools for mastering time, focus and wealth. Watch the video presentation and download the companion worksheets below:



Big Breakthtrough Download now

I was challenged by a friend to put together a compilation of the most powerful tools young and middle-aged adults (those in 20’s, 30’s & 40’s) could utilize to gain maximum traction in their careers, wealth creation efforts and mastery of wealth. The presentation went so well, I decided to go in the recording studio and create a version clients and friends could share with their adult kids, nieces, nephews, grandkids and so on.

So here it is…the Big Financial Breakthrough Video and Worksheets. Click to watch the video and download the worksheets…you are moments away from taking your wealth creation and mastery to an exciting new level.


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