Can I skip the consultation with the CFA and create my own financial plan? Can I skip any steps in the program?

You certainly can, however, you will need to provide us with your financial plan (with your assets and liabilities) when we request it.

It’s important to remember that the program is an overall strategy to maximize your returns with proper risk analysis, which includes the proper strategy, the right psychology and annual portfolio review, financial planning, crypto tax planning (and in some cases, transferring your assets to a corporation), so it’s important to follow all the steps for your own maximum benefit for us to be able to help you 10x your net worth. 

Skipping any step does not warrant for any reduction of our program fees so we highly recommend you taking advantage of all the steps provided.