Thanks for your interest in BuiltWealth™.
If you’ve built your business by hand, you know how hard it can be to handle everything you’ve built.
That’s why we created the BuiltWealth™ Ladder: To show you where you are today, and where you can go next, with the right plan and team of advisors behind you.
Ready to see which rung you’re on, and where to go next? Just answer the questions below:
Where are you on the Ladder?
Question of 14
Rung 1: All-in on the business
Have you created a financial fallback for your business, so that if something happens to it, all your eggs aren’t in the same business basket?
Rung 1: All-in on the business
Do you have options in place to start building a diversified portfolio, real estate, or retirement accounts as a “second engine”?
Rung 2: Turning profit into progress
Have you started saving money outside the business so your wealth isn’t entirely tied up in operations and equipment?
Rung 2: Turning profit into progress
Are you consistently saving and investing 20-30% of profits into your second engine?
Rung 3: Building a backstop
Are your outside assets currently meaningful enough that if the business slowed down, your personal lifestyle would stay steady?
Rung 3: Building a backstop
Are formal guardrails—like insurance protections, contingency plans, and plugged tax leaks—in place to protect your wealth outside the company?
Rung 4: Getting your house in order
Are you currently preparing for an exit or transition so you can make the most of it when it comes (or you already have)?
Rung 4: Getting your house in order
Have you done a thorough business valuation, talked through deal structures, and run “what-if” scenarios with your advisory circle?
Rung 5: Big transitions, big decisions
Have you sold or transitioned your business, resulting in money in the bank?
Rung 5: Big transitions, big decisions
Do you have a plan in place to protect your lifestyle first, grow your options next, and confirm all deferred or installment options are handled correctly?
Rung 6: Freedom with focus
Are you now the boss of your own time, wealth, and energy, focusing on behind-the-scenes optimization?
Rung 6: Freedom with focus
Is your advisory circle actively coordinating to optimize tax efficiencies and dial in your estate plans without any gaps?
Rung 7: Leaving something that lasts
Are you taking a multi-generational planning approach to ensure the wealth you built is passed to the next generation the right way?
Rung 7: Leaving something that lasts
Have you taught financial literacy to the next generation and identified who is comfortable stepping into a financial leadership role later?
Want to get your results via email? Fill out the simple contact form below and we’ll send you your results. In a few days, we’ll reach out to see if you have any questions.
Where do you go from here?
We can help you handle everything you’ve built, and continue to build.
Ready to explore how you can move up the Ladder? Let’s talk.
Stay connected to stay informed.
Not quite ready? You’re taking in a lot of information at this conference. If next week you’re thinking more about this, we’ll be here with financial talk made plain. No jargon, just entrepreneur-to-entrepreneur conversation.
