Position Yourself Wealth Strategies

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One of my favorite quotes is from Stephen Marshall. He said about the money game, "we are all playing with the same gameboard, but while most Americans are playing checkers, the affluent play chess." This implies we need to be strategic and adaptable when it comes to our money and how we make it work for us. It means not doing the same thing that everyone else is doing, or we'll end up with the same results.

As a Finance and Wealth Strategist, having a "chess-like" approach to money is key to my clients' financial success. My focus is on educating people on how to make their money work at its peak efficiency, turning liabilities and expenses into income generating assets, and assisting people in creating, growing and protecting their wealth now and for generations to come.

• Are you where you want to be financially?

• Will your current strategy get you to where you want to be?

• If you could change one thing about your current strategy, what would it be?

• What if we could make your money work more efficiently for you?

Let's turn your financial pain points into financial JOY points. Let's make your money work for YOU!

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Maria Wendt

Wife. Wannabe surfer. Lover of margaritas. Scaler of coaches.

https://www.mariawendt.com/
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Jessika Stewart

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Financial Services Professional with New York Life