Your guide to massive financial success 

It’s no secret that financial success comes with time, effort and discipline. These are just a few of the things every successful person has in common. What you don’t see is that the real secret behind their success is that they have a well thought out plan. This plan is literally a comprehensive wealth blueprint that sets them up for success at every turn.

Having a financial plan – or wealth blueprint – is what makes the best comprehensive guide along the journey to financial independence. 

The real question is, are you willing to do what it really takes to get there?

Step 1: Create a comprehensive wealth blueprint 

When thinking about building a comprehensive blueprint, it’s comparable to building a house. Consider your strategy when building a house; what is the first step? While your first thoughts probably went towards the foundation, the true first step towards building a house would be to seek an architect to develop a blueprint before even breaking ground. 

While it’s an obvious choice to seek help from an expert to build a house, it’s foreign for most to seek help from an expert to create a wealth blueprint. 

When I started my wealth journey, I wasn’t even aware of all the experts available to help build wealth. I took the long road and figured it out on my own. This set me up for many mistakes and losing so much money in the process.

When I began developing my own blueprint, I wondered about the structure. I put the majority of my efforts in trying to focus on what my goals were. What was the desired end result? I began to design my dreams with the end in mind.

There are 4 big benefits to having a blueprint based on your design:

#1 You will have clarity about the looks and functions so that there is no guessing since it’s identical with the design

#2 The process of following exact steps, instead of wasting time and money on experiments 

#3 You’re able to track your progress, which increases your motivation each time you’re closer to reach your next goal

#4 You’re able to make changes and revise it every six months to keep the focus fresh and accurate

To create the design as the basis for your blueprint, you need to be clear about your goals.

I like to imagine my own perfect world and then decide on my goals based on what it would take to get to my ideal world.

What are your financial dreams?

A popular answer is financial freedom and that is typically too vague and not tangible. Gaining clarity over the meaning behind financial independence is as crucial as knowing what your dream house looks like. Think of a number that would give you the feeling of financial security and one for financial independence – supporting the lifestyles you desire to have once you’re financially independent. 

Being clear, precise, and tangible about these numbers is crucial; otherwise, how do you know you’re there once you reach them? This is similar to arriving at the airport without a destination and demanding a ticket.

When was the last time you sat down to think about your life and your long-term goals?

To get to your ideal tomorrow, you have to know what your tomorrow looks like, and your financial expert will do the rest. Visualizing a future right down to the smallest details is a powerful tool that often is overlooked.

Step 2: Have proper insurance protection 

After developing a blueprint, the foundation is next. A strong foundation is necessary; otherwise, anything based on top can collapse, and you will be left with the losses – I remember being there.

The more you build on a weak foundation, the faster and easier it will collapse.

Growing up, learning how easily mistakes and accidents can happen is the lesson that never seems to end. This has created a culture that seeks insurance of every kind – rental, property, auto, phone, and more. 

During natural disasters, many people are often left without electricity and other utilities. However, the ones that invested in expensive generators to power their houses were able to continue being safe and wait out the storms. In contrast, the ones without were in uncomfortable  risky situations that at times became emergent. 

While the risk of something happening to your business may seem low, it is much more important to be safe than sorry. Having insurance with a back-up plan but not needing it trumps saving a few dollars by scraping insurance only to lose the entire business over an accident. In comparison to other insurance for general life purposes, business insurance falls towards the cheaper end of the spectrum. There really is no excuse for bypassing it.

Remember, whether you are self-employed or working a 9-5 position, you are your most significant business asset, and assets should always be protected.

It is essential to raise awareness about the foundation of your business and live your life. 

Consider my mother as an example. She traded her time and health for money, which is exactly like so many others. Does this sound familiar? A few years ago, she was diagnosed with lung cancer and up until then didn’t feel the need for insurance. This led to her paying out of pocket and being left with thousands of dollars in medical bills. Thankfully, she didn’t need chemotherapy. As you can imagine, chemotherapy is not only draining you mentally, physically but also financially. 

Only after studying the financial industry for multiple years was I educated on the importance of insurance. Next to having protection during emergencies, insurance creates a tax shelter for themselves.

You can read more about my personal story in: Unlocking The American Dream

Do you need help building your own personalized wealth blueprint? I invite you to become a member of the Financial Genius Academy, where you will learn how to develop a financial plan for the future.

Step 3: Create multiple streams of incomes 

It’s essential to build a monetary safety net by having multiple streams of income in order to protect against income loss. For example, when you have more than one source of income, it won’t be quite so detrimental if you were to lose one of them. Consider my husband. He has been working with his company successfully for more than 20 years. When the economy started collapsing during the pandemic, many people (including us) were faced with having to potentially leave their jobs involuntarily – are you also often worried about potential job loss?

As his wife, there’s no question about whether I would help to financially support my husband in such a crisis. However, not many have that kind of support in their lives. Instead, they have to take things into their own hands by developing multiple income streams by building their businesses and investments. Even with the support of a significant other, it is still incredibly wise to develop more than one income stream.

After over 11 years of many trials and errors, I developed several different types of businesses and accumulated the great amount of knowledge I have now. I try to use this knowledge to give back to others. By working in various business models and networking, I also gained many insider secrets from financial elite industry leaders, and I am excited to share this wisdom in the future. 

Make money work for you and become the master of your money instead of a slave to it.

You can read more about my journey to financial freedom on NBC.

Diversification within a business is crucial to develop multiple streams in case one or more fall out. As an example anyone can now understand, if all your revenues are coming from the hospitality industry and a pandemic hits, then you will obviously suffer tremendous loss. As these streams begin to produce financial gain, it is essential to keep reinvesting to create a revenue cycle, otherwise known as your very own money machine!

When I initially started my journey, I dreamed about having a money machine and how it would support my family effortlessly. For the longest time, it seemed unattainable, which is when I realized that I was blocking my own success. However, dreams can come true. Once I planted this dream like a seed in my mind, I started seeing more opportunities. Over time, I had more opportunities to earn money than I could ever imagine and, suffice it to say, I created my own money machine. 

The importance here is to stay open-minded. Instead of focusing on the negative and how it could never come true, try to focus on the positive and how it can come true. Take opportunities to learn; whether they work or not, you come out wiser. Take that newfound wisdom, build a portfolio for your business, and look for more opportunities to apply the wisdom.

Whether you have a 9-5 job or own a business, the opportunities are endless if you keep your mind open to them.

One glaring truth I have witnessed when working with other business owners and solopreneurs is that many work themselves into the ground for success and money and then they are blind to their potential. They don’t realize other possibilities they have not taken advantage of. The secret here is triple $100,000  – which takes skill and the right vehicle.  

Unsure how to design efficient ways in life that will drive success? Consider reading my book Freedom Through Investing and leverage my knowledge towards your financial freedom.

Step 4: have lifetime passive income  

Many people dream of having financial freedom and the choice to work, travel, or spend time with family. Whether you’re trading stocks, a real estate investor, or a realtor – what would happen if you were to stop working today? Would you still have income? Unfortunately for most, it would likely stop as soon as the job is over. This is obviously the precise opposite of what anyone would want as their outcome.

If you are overwhelmed at the idea of having multiple sources of income, you are not the only one. Running several businesses can be difficult, sometimes impossible, for even the most experienced business owners. The method to maintain multiple businesses really boils down to one simple concept.

Most business owners who are successful with multiple income streams will be quick to mention their most powerful secret concept: passive income. Passive income, by definition, is income that requires no effort to earn or maintain. The only thing more powerful than passive income is lifetime passive income, which is typically based on a timeless or ageless product.

One of the biggest mistakes an entrepreneur can make is to rely on multiple active income streams. As we all know since the world wide pandemic, life-changing events such as natural disasters, diseases, or other events can happen to anyone. While insurance serves as protection, it is also limited and doesn’t provide new income long-term. Passive income rarely is affected by life-changing events. It basically runs itself and requires little to know attention (or stress!) from the business owner.

As you can tell, each stream of income should be different in more ways than one.

Your focus shouldn’t be on just one type of income stream but multiple in terms of wealth creation. Remember to make sure each stream is a different form of income (passive or active) and that it is coming from different industries. In fact, it can be divided into even more specific categories depending on the risk factor.

Consider dividing your money into three risk factor categories:

#1 No-risk, Security – safe and secure for retirement from long-term no-risk investments

#2 Low-risk, such as real estate – great potential on returns but depends on the economy 

#3 High-risk, the disposable investment such as Bitcoin or Forex– if lost, it won’t hurt you financially 

When considering risk factors, it is important to remember diversification is essential not just in different streams of income like mentioned in step 3, but also in considering investments. 

Investments are crucial because they are securing long-term passive income.

Consider the example of lottery winners, who win millions of dollars but lose everything within a short amount of time again. The reason behind it is two-fold:  1. poor money management skills and 2. not knowing how investments work. 

Craving more knowledge on investments? I invite you to take a seat in my next investment masterclass, where I will go deeper into different investment vehicles.

Step 5: Develop diversified investments

I often get asked why I choose to help others daily with my knowledge and skills which almost always equates to taking care of others more than myself. 

Thinking back, I’ve always had many health issues. Even though I’m in my 30s, I’ve lived for many years filled with chronic pain. About 9 months ago, I started working out with my trainer, who is very good at reading my energy levels and adjusting my daily workouts. In less than a year, I went from lifting three pounds to twenty pounds, which has been an immense success for me.

Click here if you want to know more about my personal story as an investor pursuing the american dream.

Adding value, helping to go through transitions, and inspiring to push for the next breakthrough – that’s my passion.

Many entrepreneurs like me work themselves into the ground while serving others with a passion. They’re often the last ones being taken care of and are often forgotten – does this sound familiar? We are so focused on building our business, looking for new strategies, and hunting for the next breakthroughs. Unfortunately, burnout is very common in this setting. Health is often forgotten and not taken care of, even though it’s our most valuable factor next to the factor of time. Of course, time is something we can’t buy or often get back.

As a wealth coach, I spend my days helping others by studying new investment vehicles to level up my clients’ investments.

Investments are about the strategy you use and about having a diversified portfolio. You can be involved in multiple or even all types of investments; however, they might be the wrong ones for your needs.

Behind every investment vehicle in your portfolio is a purpose and a goal.

Unsure how to choose the right vehicle? I plan my client’s portfolio’s thoroughly and carefully to create a balance. When having an investment in place (principal-protected investment), it’s protected against market crashes, which we use in our favor. Once a specific market crashes, we buy at a discount and invest in it before it rises again, which generates wealth.

Like most things in life, one size does not fit all, which is why it’s crucial to have a personally customized wealth blueprint for your own needs. I invite you to schedule a call with me to take charge of your investments.

Step 6: apply proven wealth principles  

People tend to make the mistake that they believe that wealth creation comes from just one process, but that is not the case. Just like building a healthy body, it takes more than one step to become healthy. You cannot just eat more nutritious foods, go to the gym, or do some stretching. It takes work in a few different aspects to get the full result that you are looking for. 

The same sort of strategy applies to wealth creation as well.

Consider these three major wealth principles:

#1 Taxes are a significant part that is often forgotten or not made a priority for people regarding wealth creation. One point to remember is that it is not how much money you make but how much you can keep in your bank account. 

Taxes can sneak up on you when you are focusing on growing a business and making money. You are so focused on making money, then tax season comes, and you’re hit with a hefty bill.  

Taxes are an essential area to consider when financial planning. 

Many focus on minimizing taxes today and not on how to reduce them in the future. That is what I want you to be thinking about. I want you to think about the future, especially with the current financial situation.

#2 Risk – How does one shelter their assets to keep them from predators? Think about the stock market, we feel that pain and experience that loss, but once the market goes back up, we forget about the crash. Warren Buffet said it best when it comes to investment; you follow two rules. 

Number one, you never lose money, and rule number two, you never forget rule number one. 

The hard part is applying the rules. Just like wanting a healthy body, you may know you need to eat right and exercise, but is it actually happening? This is why it is crucial to have a coach help you along the way, to be held accountable, so you are following through with your plans. 

#3 Liquidity – Is all about your assets and cash flow. How do you keep your assets liquid enough to invest but safe enough not to have to worry about losses?

When you want to have access to money, it’s about how fast you can have access to that money. 

Take real estate, for example, it’s common for a real estate investor to be asset rich but cash flow poor because it would take too much time to get the assets that you need right away, as in you have a huge tax bill to pay.

By diversifying your portfolio, you’re able to keep liquidity through a principal-protected investment that can be used when the market crashes, and you can buy at a discount. The sequences at which you purchase and diversify your portfolio are what determines your growth.

How you apply the taxes, the risk, and the liquidity all play into your current wealth blueprint; following the three principles will lead to better wealth creation.

Do you need help diversifying your portfolio? I invite you to become a member of the Financial Genius Academy for free, where you will learn how to develop a financial plan for the future.

Step 7: Be consistent and disciplined

Recall the analogy of your dream house and the process of building it: start with the blueprint and a robust financial foundation. Next, work yourself through walls, windows, and doors, symbolizing your multiple streams of income. 

This is quickly followed by a lifetime income plan, a diversified investment strategy, and the application of proven wealth principles.

Over the years, I’ve encountered two kinds of people:

#1 The ones whom I taught my principles, customized a blueprint for, and helped implemented it, led to outstanding results

#2 The ones whom I introduced my principles customize a blueprint to, but they never implemented it, which led to them staying in the same spot they started in

No matter how advanced your blueprint and strategy are, if you aren’t consistent – you won’t reach the results you’re longing for. It’s similar to other parts of your life, such as health. If you aren’t consistent with your diet and exercise, you won’t receive the results you’re hoping for.

When the pandemic initially started, I decided to take my health into my hands and invest in a health coach. Having a trainer four times a week to get in shape was the initial strategy. However, I quickly realized it wouldn’t create any results if it were to be irregular.

Instead, I have been showing up to each appointment on time at the gym and meeting my trainer. This consistency over the past 9 months has shown to be producing enormous health results in the form of more energy, improved mental health, and enhanced performance.

Similarly to creating wealth: consistency and discipline are the key to success. 

How committed are you to change your life? What are you willing to do to make it happen? I’ve given you the 7 steps to massive financial success, but how are you going to use this information to help you?

Read more on my own personal story in pursuit of financial success.

Your primary focus lies on developing a comprehensive blueprint that predicts each step you will take to reach your goal of financial independence. It determines your success rate and can reduce your risk while you follow a plan. Proper insurance will help throughout emergencies, while multiple income streams, including active and passive ones, create a money machine – if done correctly. By diversifying your portfolio, you’re taking away some of the risks. Without diversification, you’ll be all-in on a single investment or asset class. Suppose it doesn’t do well, then your portfolio will take a hit as well. Apply proven wealth principles to reduce your risk of losses and implement consistency to reach your desired results.

These 7 steps can be challenging, but over time you’ll see how each process leads to the next with every decision made by you and how you end up at retirement age. All successful people work hard for what they want. Yet, we live in such an unbalanced society that sometimes they get lost, which is what a financial coach is for: to keep you accountable and on track.

These steps hopefully make the process seem more manageable. It’s essential to consider your end goal. Consider what you want out of life and how much money you will need to get there. After that, it becomes a matter of breaking down each step into actions so you can work on attaining goals with measurable milestones instead of staying in limbo, wondering if you will ever reach any.

What steps have helped inspire some success for yourself? 

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Team Angeline Wehmeyer

Angeline Wehmeyer is a successful entrepreneur, real estate investor, speaker, and author of the book “Cracking The Rich Code”. An entrepreneur at heart, she has explored many business ventures over the past decade and experienced highs and lows when it comes to success. Today, Angeline is most passionate about educating clients on the power of investing using easy to understand wealth principles through her course offerings and individual coaching.

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