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Based on your answers, you qualify for an exclusive 30 minute consultation with the author, Maili Wong, to discuss your next steps and areas of focus, in order to continue moving along your Smart Risk Investing Roadmap toward your goals. Contact us below to book your meeting with Maili.

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    THE 5 P’S OF SMART RISK INVESTING

    PURPOSE
    Define your end goal & identify your big “Why”.

    PLAN
    Create a wealth-catalyzing financial and investment plan.

    POSITIVE ACTION
    Take actionable steps to achieve your purpose.

    PEOPLE
    Build a “Circle of Trust” to achieve your goals.

    PERSPECTIVE
    Develop a healthy mindset like the ultra-wealthy.

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