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Complete Plan For Family      Funds Management

Money Management Prior To And After The Reset.
 

This article is geared to those that have money now or expect to have it after the reset. It is a rough plan to keep what you now have as well as what you may have after the world transitions itself. To pass through this portal, one needs a map (business plan) prepared and in execution now, or ready to go instantly, when it is time. This will prevent horsing around and costly mistakes.

In the end I will be proposing those interested in forming a consortium with other like minded persons to assist each other in developing personal plans by freely exchanging ideas and options.

“Creative Visualization” is the art of seeing that which you are about to create. To successfully step through the looking glass from today’s world to the imagined world after the Reset, we need such a visualization in the form of a road map or written plan. This plan is to protect our current wealth both now and after the Reset, a monumental task as we can’t clearly see what is behind the looking glass. Thus we have to imagine it and be able to alter our plan quickly once on the backside.

This plan should identify investments, who will make them, who will manage them, what is their main purposes, what are you yourself prepared to do and what needs to be delegated out? In other words, how the wealth is protected and used.      See: Business Plans

Know when you need to delegate. The clock is moving on you. If too busy to preserve your wealth then it’s time to delegate it out. During the days of square saild ships, all ports had Ship Chandlers. They received an order from a ship expecting to enter that port. Upon arrival all needed supplies were waiting alongside their berth. I see the current chandlers as those people that are creators, movers and shakers that get things done quickly, that make the world happen. These will be the leaders after the Reset.

I intend to use such a Chandler to administer our family wealth post Reset. At my age I don’t want a full time job. My personal plan is to bring in such a person as a partner in our “investment fund” as the fund will also act as a family banker.
            See: Family Banking

As you might have guessed, I have already written the training program for my future Chandler. It will prepare them to carry out my Business Plan the same as I would. As everyone points out, all plans change. That is right. But this written plan can be adjusted as time continues. This plan becomes the benchmark spreadsheets to monitor successes and failures along the journey. There will be no confusion by myself or the Chandler as changes are made – we will act as one.

See: Free Business Leadership Online School. Trust me, this is better than trusting another mutual fund waiting for a stranger to screw you. You have to manage your manager to protect your wealth.

My Proposal: I would like to form a free “User’s Group” to proof each other’s plans, share information and learn from each other as we prepare our personal plans. You need not share your name, location or Swiss Bank account number. We just need to know your investment classes (real estate, Silver stackers, etc.). So blank out all valuations in your plan if you wish.

 

P. S. You don’t have to use a Chandler to be in the group.

        If interested: Costa4670@gmail.com

 

P. S. 2:   Possible Investment areas:

Precious Metals:

Heavy Equipment:

Discounted Real Estate Portfolios:

Purchase these outright before the Dollar collapses. But to do so you must intend to be a property manager.

Become Your Own Banker in the Immediate Short Term.

Take title to and/or mortgages to real estate or other physical property during the 2 – 3 weeks after the Dollar Collapse. You would be exchanging the decreasing in value dollars for assets owned by panic sellers.

Anheuser Busch Products:

Purchase all the discounted beer products you can get now, warehouse it, then sell it off after the collapse when everyone has forgotten the trans issue. Focus on kegs and market exclusively to fraternities or become the local distributer.

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We all see ourselves as near broke, but that is probably about to change due to the Reset. So don’t count yourself out as penniless.

I read an article once about a man excitedly calling his wife about winning the Jackpot. He hastily said to start packing. She asked “For cold weather or hot?” He quickly said, “I don’t care as long as you’re gone when I get home!”

I don’t recall exactly but the numbers are staggering of lottery winners being bankrupt within two years. This probably is because they weren't trained in their minds for wealth management.

I worked for an upstart computer sales company in Pensacola, Fla years ago. Two under thirty fraternity brothers, Marketing and Accounting majors, created a jackpot for themselves. Just before desktop computers were invented, they sold $100,000 computer systems with software they purchased and streamlined for CPA firms and construction contractors. They literately had no competition at the time and sold all over the U.S. The company was a cash cow if ever there was one.

In a round-about way they went public and became overnight millionaires. The accountant said he was going to sit under a tree for a year and make no decisions. A year or so later he purchased a new car sales company in Pensacola. Today he has about three new car lots and a few used car lots. He is known for all of his local charity support.

The marketing major immediately went into commercial real estate investments. Within two years he was bankrupt and spent about three years in the pen for hiding assets from the Bankruptcy Trustee.

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We are moving to an era when there will be no more 401(k)s, banks or traditional investments. Every adult will become their own Family Banker. A great many barely-making-it people will be the new rich from reparations due them. We all will have to learn how to be fund managers quickly. We had better have a plan.

It will take time to learn what is needed or you will have to rely on a ringer. Once a manager (you or a chandler type) you will be set. My guess is that a small family fund of less than $20 Million in today’s money world will require less than one hour per week to manage that fund. But knowledge of Family Banking and Fund Management will be the key.

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Attached is our Plan.           PDF

Attached is our  Spreadsheet Accounting system for it.    Spreadsheet

It is clean and simple. I would like to think anyone on the Titanic with suitcases full of money would want something like this. Best of luck to you all.

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Financial Reward For Fund Manager

Note: All dollar amounts should be considered as Place Holders only,
         stated in the dollar value as of today.


          This is merely a proposal of methods to invite negotiation.
 

Possible Reward Methods:

A. Billed by the hour.

B. $500 fee from all applicants for assistance in their preparing the paperwork and vetting by the Fund Manager.

C. $500 fee from the applicant for funding secured.

D. $500 fee from the fund for applications pitched.

E. $500 fee from the fund for pitches financed.

F. A percentage of the asset/pitch financed.

G. A percentage of the Fund Balance or its growth.

H. Combination of some of the above.

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