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Building Wealth

Examining Wealth-Building Opportunities

Objective Assessment of Your Risk and Return Potential:

  • Is this a good business/investment opportunity?
  • How will this opportunity generate revenue?
  • What factors will aid in the
    success of this opportunity?
  • Can I tolerate this kind of risk?
  • When is a good time to invest in this opportunity?

Risk vs. Reward

Worst Case

  1. There are improprieties found and corrective actions may need to be taken
  2. Some professional relationships may need to be discontinued

Best Case

  1. A complete understanding of your financial situation
  2. Security of knowing that you are in good financial standing
  3. Cash control system in place

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