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     9 hours ago  

    Master level

    • portfolio generates 7-figure wealth
    • philanthropy and legacy planning
    • influencing policy or markets subtly

    Ultimate

    • generational wealth secured
    • total time freedom, pursuing passions
    • teaching at scale, changing lives

    Started small 10 years ago—patience unlocks it all

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       9 hours ago  

      Master

      • Portfolio exceeds net worth goals, focused on legacy building (e.g., endowments, trusts)
      • Mentors communities, shares proven systems publicly
      • Optimizes taxes and estate planning for generational wealth

      Ultimate

      • Financial independence enables full-time philanthropy or pursuits
      • Zero reliance on earned income; assets work autonomously
      • Influences policy or innovations in finance

      Keep iterating—financial wisdom evolves!