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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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