1. LEARN

How Bulletproof Banking helps you grow, protect, and use your money more efficiently!

2. DESIGN

Your Bulletproof Bank.

Discover how much easier your future will be with a Bulletproof Bank in your financial battleplan.

3. EXPAND

Your Opportunity Funds & Your Mind. Join a Bulletproof Brigade!

very technical concepts

THE DEBTOR

Charges add to debt load - accruing interest, increasing debt loads, and expanding the gap from wealth accumulation.

The Debtor is Overleveraged.

THE SAVER

Save/Spend resets wealth. The opportunity cost of deploying cash leads to suboptimal accumulation of wealth.

The Saver is Underleveraged.

THE WEALTH BATTLER

With Optimized Strategies, a Wealth Battler leverages Bulletproof Banking principles to Grow, Protect & Use opportunity funds.

The Wealth Battler is Properly Leveraged.

Upcoming College Planning Workshop

If you'd like to schedule a workshop for your group, please e-mail [email protected]

Virtual College planning Workshop - LIVE ON ZOOM!

Wednesday, December 11, 2024 @ 8pm eastern

Is your child college-bound?

Navigating the college planning process is complicated.

We will address admissions and financial aid, including how to pay for your child's education with as little out of pocket as possible.

the workshop

Join us for a 1-hour workshop to learn how to prepare for your student's college future

We will cover the FAFSA form and all other information you need to understand in order to maximize the amount of financial aid you are eligible for

If a family is not eligible for aid, we will cover ideal strategies for paying for college.

Here's some of the important information you'll need to know before hand...

What you can expect

Beginning 2024 the discounts will be eliminated for families with multiple students in college (Very important for 2024 graduates!)
How to avoid the biggest and most common mistakes parents make on the FAFSA
How the government decides what you can afford for college and what you can do about it
Where to find college scholarships for your high achieving student
How to choose colleges that will give you the best financial aid packages & scholarships

How to start planning now for the upcoming cost of college
The biggest mistakes parents make that cause them to overpay for college…and how to avoid them
How to pay for college in a difficult economy
without ruining your retirement
How to avoid using 529's inefficiently
Current annual costs of attendance for many college
What the new Student Aid Index (formerly EFC) is all about

The rules of Financial Aid are FIRST COME, FIRST SERVED.

Once you pass January 1 of your child’s Sophomore year in high school, your ability to get maximum financial aid will start to decrease.

This FREE Workshop will help get you started in the college funding process.

The rules of Financial Aid

FIRST COME, FIRST SERVED.

After January 1 of your child’s Sophomore year in high school, your ability to get maximum financial aid will start to decrease.

This FREE Workshop will help you start the college funding process.

Ready to take control of your family's college planning process?

Learn your child's interest and aptitudes

Apply to schools with a cultural and academic fit

Learn which colleges give you the best shot at getting money

Understand the Financial Aid Legal "Loopholes"

Choose the financial future for your family

Let's design your personalized bulletproof policy!

DESIGN YOUR BULLETPROOF BANK

Opportunity Funds are crucial to financial resilience. Without a reserve to draw upon, you are vulnerable to the next wave of chaos brought in by life.