Family Unity Plan!

Get Serious & Start Your Family Plan Now!

The FOCUS LIM Family Plan is customized to fit any amount of family members who are ready to begin creating financial stability and profitability from the perspective of generational wealth. Its called the Family Unity Plan because it requires the family to have a forward focus on now and in the near future. Meaning, depending on age, you will be able to see it coming into fruition.

Additionally, when creating various portfolios, other options become clear and adjustments can be made to the initial plan. In essence, it is a secure way to finally move your family into a place of financial access and freedom that only Life Insurance offers after someone passes. It's also a great way to get the younger family members involved, as they are the ones who carry everything forward. They are the next generation and group of caregivers who are going to need all the tools and skills to kept the family profitable.

When you really look at incorporating the Family Unity Plan into your family's functioning, it makes ultimate sense. Especially financially!

Here Are 4 Steps Required to Begin

Schedule a Consultation to get a complete overview of the Course and Coaching process.
Prepare for the Consultation Call by having at-least 2 Family Members available. Having 2 Members is good, but 3-4 Members is much better! 
Make 2 lists: 1 list for the family members likely to be involved, and 2- some of the reasons why you want to start this process. (e.g., college fund, property acquisition, lifestyle, etc.) Try to be specific please.
Determine who might be best suited for Leadership positions and the unshakeable Financial Manager. Remember, its about Unity, not just growing money.


Coaching & Pricing Flexibility 

The Family Unity Plan Coaching requires medium and high impact coaching based on personality types, goals, structure and internal challenges. It's also not just about learning how to trade Stocks and Options. It allows you to be in control of creating 1- Capital, 2- Real Estate, and 3- Business assets together or individually.

Pricing is based upon: 1- how many family participants are enrolling, 2- what assets and liabilities you might be beginning with, 3- timeline, milestones, key performance indicators, and expectations; and finally 4- how easy or difficult it will be to unite, manage and keep the unit operating consistently, in order and effectively.

We're super-excited about the Consultation Call, so let's get ready!!

Friends Winning Together!

When Friends Become Family!

Friends Become Family through developing the building blocks of deep trust, unconditional love and understanding the often times, hidden and untapped potential of the group. There's always that 1 friend who designs, is organized, the creative and of course, the fearless, almost reckless one. 

Its called the Friends Winning Plan because it places everyone on a forward focus mindset that grows through their normal interactions and conversations. Hanging out is slightly different because now there's purpose and determination that runs through the group. It's about everyone being on the same page to ensure everyone wins financially. There's no more loaning money or one person picking up the tab. Everyone's holding their own bag and the bag gets serious.

It's inevitable that someone owns the majority of passion or skill-set, however everyone understands how to trade and the systems and strategies you learn help to keep everything flowing.

Here Are 4 Steps Required to Begin

Schedule a Consultation to get a complete overview of the Course and Coaching process.
Prepare for the Consultation Call by having at-least 2 Friends available. Having 2 Friends is very good, but 3-4 more is much better! 
Make 2 lists: 1 list of your Friends likely to be involved, and 2- some of the reasons why you want to start this process. (e.g., college fund, property acquisition, lifestyle, etc.) Try to be specific please.
Determine who might be best suited for Leadership positions and the unshakeable Financial Manager. Remember, it's about Friends Winning together, not just growing money.


Coaching & Pricing Flexibility 

The Friends Winning Plan Coaching requires medium and high impact coaching based on personality types, goals, structure and internal challenges. It's also not just about learning how to trade Stocks and Options. It allows you to be in control of creating 1- Capital, 2- Real Estate, and 3- Business assets at the together or individually.

Pricing is based upon: 1- how many friends are enrolling, 2- what assets and liabilities you all might be beginning with, 3- timeline, milestones, key performance indicators, and expectations; and finally 4- how easy or difficult it will be to unite, manage and keep the unit operating consistently, in order and effectively.

We're super-excited about the Consultation Call, so let's get ready!!

Wealth Management Coaching

Managing Your Portfolio Is Financial Efficiency

Everyone in the vein of Triangular Capital and Wealth Building, should be in a position to understand their portfolios and how they want them to grow. Even if everything isn't self managed, there should be a strong vision in regards to returns. After-all, the family needs to learn how to grow it according to their hopes, dreams and aspirations.

A Financial asset under self management shouldn't be at the mercy of 20% or great losses, and it definitely shouldn't be grown through less than 30% of annual gains. When the Market is moving right, your returns should reflect that and when the Market is down, your value shouldn't decrease tremendously.

Schedule a call with Coach Dino and have a discussion on how you can learn to improve your Returns significantly, and in less than 6 months. It's all about time, knowledge and weighted capital, and you can make it all happen!