If you have stocks and bonds, just call and set up a time to talk 1:1 with one of us.
- If you have several rental properties, call Nick and he’ll get you set up with an online tool called “Property Llama” (PL).
- You can spend 5-10 minutes per property to enter some key data (price paid, current value, amount of debt and interest rate, rents and expenses).
- PL will calculate your current return and the projected IRR if you held the property for five years.
- When you have this info, call to set a 1:1 time to talk.
- We’ll help you model what would happen if you sold the property, paid the capital gains, then invested the proceeds either in the stock market or in a fund like NDF7.
- We can compare that to your current situation and help you see how much additional wealth you’d generate for your family under each scenario.
- You will then have all the facts to make an informed business decision of what to do.