About us
Pursue your wants and dreams
Our Guiding Principles – What We Stand For
Our Mission
Our Values
Our Purpose
Our Vision
Our Creed
We live by the CLUE acronym and use it to test all our investments: C-Control; L-Liquidity; U-Use; E-Equity. Before spending or investing money in anything, our guiding question is “Will this investment offer the control, provide the liquidity, have the freedom to be used, and generate equity so we can leverage it to do many different things?”
You can learn more about our creed in action on the Prosperity Economics Resources page.
By using this test as a filter for how money is used, we will work towards the following results:
• Build an emergency/opportunity pool of funds for our future
• Protect our Human Life Value with a mix of term and whole life insurance
• Optimize all other insurances with higher deductibles and lower premiums
Our Philosophy
Comparing the Prosperity Economics philosophy to typical financial planning.
The old way of thinking
Financial Planning
Meets needs and goals only
Minimizes requirements
Product oriented (what you buy)
Focused on rate-of-return
Institutions control your money
Micro (vacuum) based
Net worth is measurement
Retirement oriented
Lives only on interest
Money stays still
A prosperous way of thinking
Prosperity Economics
Pursues wants and dreams
Optimizes opportunities
Strategy-oriented (what you do)
Focused on recovering opportunity cost
You control your money
Macro (big picture) based
Cash flow is measurement
Abundant/Freedom oriented
Spends and replaces principle
Money moves