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Fast FI: Accelerate
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  • 3x Returns: We offer an investment concept that may double or triple your returns. 
  • 5 Years to Retire: Our Fast FI focus looks for paths to retire in 5 years or less. 
  • Passive Money Machine: Passiv-FI your income by building your passive money machine.

HELOC Personal Bank Sheet

Are you ready to pay-off your mortgage in 4 years and setup your personal HELOC bank?

  • Find Out Your Timeline to Pay-off Your Mortgage.
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  • Done-For-You Spreadsheet

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Search Fund Primer

What is a search fund?

A search fund is a little understood vehicle that allows an acquisition entrepreneur to go purchase a business and run it. 

This method of investing in small businesses offers a passive and outsized return compared to other investment funds. 

In this primer, we delve into the Harvard Business research as well as our own experience related to acquiring small businesses.

Beating Buffett: Fast FI Portfolio Guide

The Beating Buffett Portfolio Guide offers an investing strategy to beat the Titans of Wall Street like Warren Buffett.

  • Investing Secrets of Elites: Learn about the Harvard Business school investing methodology  that returns 3x an index fund.
  • Safe, High Returns: De-risk your high returns using the risk mitigation strategies of billionaires.
  • Fast FI Strategy: Learn an investing method to achieve Financial Freedom in  5 yrs or less.

De-Risk High Returns Spreadsheet

Click below to download this spreadsheet and begin de-risking your portfolio: 

  • Portfolio Balance Sheet: Get a portfolio balance sheet template to calculate net worth, assets, liabilities, cash flow, and income.
  • Risk Analysis: Download an automated spreadsheet to calculate your portfolio risk and help de-risk your portfolio.

Savvy Saving Spreadsheet

In this resource, we offer the process we use to carry out Zero-Based Budgeting and include a lot of other nuggets of gold for cutting costs, and increasing savings for a small business owner.

Click below to download the resource.