Your Wealthy and Fulfilling Life Starts Here
Access 40 years of proven millionaire insights—where clarity, security, and purpose align with how you earn, spend, and grow your wealth—so you can create a fulfilling and financially secure life and retirement you love.
Click here to get the Financial Freedom Formula Guide: How We Can Help You
Create Your Secure Financial Future
Plan your future so you can stop worrying about money and spend your time doing what you enjoy.
7 Millionaire Principles
How millionaires think, make decisions, and achieve extraordinary success.
Your Retirement Checklist
Develop a plan, stop worrying about money, and create a secure financial future and retirement.
Meet Founder, Annette Bau, CFP®
I’ve been there too—trying to create clarity and purpose in my life while building a secure financial future and fulfilling life.With over 36 years advising millionaires, and now having joined this elite group, I’m in a unique position to show you exactly what it takes to align your inner clarity and purpose with a practical wealth strategy that supports the life and retirement you love
For decades, advising women and couples, I’ve seen the same question come up again and again:
How Much Money Is Enough?
If you’re like many in our community, you want enough to enjoy life now and confidence you won’t run out later. And that concern is real—over 40% of Americans rely solely on Social Security in retirement, and another 30–40% are at risk of running out of money.Here’s the good news:
With a clear plan, an aligned purpose, and consistent action, you can create a fulfilling, financially secure life and retirement. And I'm here to help you make that a reality.
You Want a Wealthy and Fulfilling Life, but You Need a Plan
You’ve worked hard and built success, yet something still feels off.
Maybe you’ve focused on the numbers but still don’t feel confident. Or you’ve done the inner work but haven’t seen it reflected in your financial life.
The truth: you need an integrated plan that brings your life and retirement goals together.
You don’t have to do it alone.
The Financial Freedom Formula Guide shows you how to align clarity and purpose with your wealth strategy for a fulfilling, financially secure life and retirement.
Create a wealthy and more fulfilling life with The Formula Guide and other resources.
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