Start Here: Take Control Of Your Capital
Most financial strategies focus on what to invest in.
This is about something different.
How your capital is structured, accessed, and controlled over time.
Not Sure If This Is a Fit?
If you’re already saving and want to evaluate whether this approach aligns with how you think about capital, start with the short self-assessment below.
If This Aligns, Here’s the Right Way to Move Forward
This process is designed to help you build clarity before making any decisions.
Step 1: Build the Foundation
Start with the short book Becoming Your Own Banker. 👉 Find it here.
This will give you the framework to understand how the system works—and why it’s structured the way it is.
Recommended reading order:
Start with pg 85
Then pgs 3-4 (read twice)
Pgs 11-50 (“the core”)
Jump to pg 65
Reread pgs 15-16 (the grocery store)
Then pgs 65-85
Finish with pgs 51-63 (equipment financing)
Step 2: Watch the Start Here Video
▶ Start Here: Financial Freedom, Infinite Banking, and Taking Control of Your Capital (watch on YouTube)
This short video introduces the framework I use to think about capital, liquidity, and financial freedom. It provides the foundation for the educational content that follows. From there, you can explore additional videos and resources based on what interests you most.
Step 3: Take the Next Step (If This Still Aligns)
If this approach continues to make sense—and you’ve taken time to go through the material above—the next step is a conversation.
In that conversation, we’ll:
Answer your specific questions
Talk through your current situation
Determine whether this is a fit
Outline what a properly structured approach could look like
Before scheduling, please:
Review the material above
Make sure this aligns with your current financial position
Be prepared to discuss your goals and how you’re currently managing capital