Guidance & Strategy Sessions
Everyone’s situation is different, so a one-size-fits-all approach just doesn't cut it. Included in your package are Guidance & Strategy Sessions. James Harnsberger and his team of professionals will help you implement shifting agreements for your home office and vehicles, as well as look for other tax and wealth building opportunities available to you, based on your specific personal situation!
Use the scheduling link in the members area to reserve a time.
Virtually connect with the Enrolled Agent & Support Coordinator assigned to you. They'll collect the basic information to create your file and anything needed to prepare James to assist you.
Once the groundwork has been laid, you'll strategize directly with James to identify opportunities and choose next steps to implement.
Throughout Wealth By Design after certain lessons it’ll make sense to set up more Guidance & Strategy Sessions to keep you on track. We’ve found the students who check in frequently get the best results. Schedule a time and, depending on the need, James or your assigned Support Team will be available to guide you.
For a moment, forget the fact that, as an “Enrolled Agent,” James Harnsberger holds the highest credentials the IRS acknowledges. Put aside the fact he has numerous millionaire clients, or that high achievers come to him when they need the best in the profession to fix their finances…
Instead, for a moment, let us take you back many years ago, to when James found himself in a situation where his net worth was negative $150,000. That’s right, not just $150,000 in debt, but all of his assets and debts combined were $150k in the red. It was a time when he was intentionally writing checks without his signature and mailing them to creditors, just so he could buy himself enough time to make it one more week!
Determined to never experience those feelings again, James set out to discover what it takes to create true wealth.
Just thirty months later, not only had he dug himself out of the $150k hole, he'd actually grown his net worth to $500,000!
Today, James and his wife Susan live the life they dreamed of—and are now committed to paying it forward, and bringing their little-known methods to the masses.
During Wealth By Design, you’ll experience his passion for helping others—as well as his humor, sincerity, and a depth of knowledge that leaves you hungry for the next lesson!
If you’re like most high-cashflow households, you believe the key to wealth is building a significant passive income, or just earning insane money!
But what if we told you we’ve worked with countless clients who publicly achieved the “dream” lifestyle but were quietly living the nightmare?
The problem wasn't that they weren't making money, it was that their life wasn’t properly set up to handle the money!
In fact, for many people, earning more income only makes things worse. Just look at lottery winners or pro athletes who suddenly make it big. I know this might sound impossible, but you'll see exactly why this is during the program!
What if we could show you how to design your life in a way that money comes to you, almost without your permission?
And what if it could happen without having to be a high-achiever or cut back on doing all the things you love?
Accept our invitation, and you can dramatically change the trajectory of your financial lifestyle, leaving others wondering how you did it.