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Getting started with your personalized investment plan

What is an investment plan?

A strategy designed to help you achieve your financial goals through smart real estate investments

Why you need it

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Gain Control with a Foolproof Budget
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Build Discipline through Structured Investments
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Execute with Precision using an Actionable Plan

Process

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Take the assessment
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Complete Payment
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Schedule Consultation
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Get your report

Additional benefits

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12 month access to ROOTS Platform

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12 month access to ROOTS Community

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3 annual consultations

Price

$ 300

one-time payment

Get Started