DESIGN YOUR FREEDOM STRATEGY
IMPLEMENT HEALTHY FINANCIAL HABITS
RELAX AND WATCH YOUR WEALTH GROW
What's the True Cost of Not Mastering Your Finances?
Many never take control of their finances, living at the mercy of the system. Here are some of the ways not mastering your finances can hold you back:
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You lack a sense of direction in life and your daily actions don’t align with your long-term, financial goals
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Thinking about money can leave you feeling overwhelmed, stressed, and anxious
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You don’t invest your money because you are afraid of losing it, and instead, let inflation slowly destroy your purchasing power
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You keep most of your eggs in one basket and put your wealth at risk from a specific asset class or country
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You don’t have a decision-making and risk-management process so you end up risking too much of your money in the latest hyped stock or cryptocurrency
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You make poor financial decisions that sometimes feel like self-sabotage. You buy things you don’t need to impress people you don’t like
Mastering your finances should be simple, yet it's not typically taught in schools, and most people don't take the time to educate themselves. As a result, they end up being controlled by their money.
Fortunately, we can help you develop the skills and knowledge needed to make smarter financial decisions, feel more confident, and gain a sense of direction and security. While it won't make you rich overnight, mastering your finances can lead to a more fulfilling life.
"SLOW & STEADY WINS THE WEALTH"
FRANKLIN - WEALTHY TURTLE
Meet Jad
Personal Finance is a mix of two of my favorite subjects: maths and behavioral economics, and I feel blessed to work in this field.
I'm proud to say that I've helped over 100 clients design their long-term financial freedom strategies and currently helping a few high-net-worth clients actively manage their portfolios.
Wealthy Turtles holds a special place in my heart because I know firsthand the pain that comes with financial illiteracy. When I was a teenager, my parents got divorced and my father didn't take care of our financial needs. Thankfully, my mother was born into wealth and was overwhelmingly generous. However, her lack of financial education led to costly mistakes that made me feel unsafe.
Amidst the chaos, I found something that gave me hope - the power of knowledge. I became obsessed with learning everything I could about finance, determined to never again feel the same level of instability. Now, this fuels my passion to help people master their finances and provide the support I wish my family would have received.
How Our Process Works
We help busy professionals master their finances so they increase their likelihood to retire early while experiencing more peace and abundance on a daily basis.
Design your Financial Freedom Strategy
Clarify your current financial situation and establish a custom-made strategy with the exact steps you need to retire early, and achieve financial freedom. Our goal is to make you feel safe, calm, and confident as you pursue your dreams, knowing that we have your back with a solid plan to help you get there.
Think like
a Stoic
Stoicism can help you stay calm and surrender to the things you cannot control, like market downturns, while others may be freaking out. At the same time, it encourages you to strive for excellence in areas that are within your control like building a strong financial foundation by being disciplined, patient, and making wise decisions. Adopting a stoic mindset can also help you appreciate what you already have and break free from an endless pursuit of material possessions, leading to a more fulfilling life.
Develop Healthy
Financial Habits
Imagine having a dedicated personal finance coach who truly cares about your success! We will review every aspect of your life to make your daily actions align with your financial freedom plan. We will help you develop simple saving habits, automate your finances, and provide warm support and accountability every step of the way.
Learn how to Manage your Portfolio
We will help you design a portfolio that fits your unique goals, risk tolerance, and expertise. We will make sure you understand the risks and benefits involved with different asset classes. Soon, financial concepts such as opportunity cost, risks and rewards, and Kelly fractions will become second nature to you, enabling you to make informed financial decisions with confidence. Let's get started building your dream portfolio today!
Why Turtles?
Our goal is to help you build a solid financial foundation that will stand the test of time… and guess what? Turtles can live for a long time - up to 150 years! It’s one of the oldest species on earth. They survived for hundreds of millions of years thanks to their wisdom, perseverance their protective shell!
Turtles are also known for being prosperous creatures. They have been associated with wealth, abundance, and good fortune in many cultures
Plus, there's that famous saying "slow and steady wins the race" which is often associated with turtles. Too many people fall into scams MLMs, Ponzi, and, fake gurus. While they promise you to get rich quick, we want to help you get rich slow. We believe that building wealth is a journey that requires patience, discipline, and persistence.
But, here's the thing - sometimes turtles surprise us and go super fast when they need to, especially when they're following the flow of water. This speaks to the idea that sometimes, success requires taking advantage of opportunities that arise and being agile when circumstances change. At Wealthy Turtles, we help our clients stay adaptable and open to new possibilities, without being distracted from their financial freedom plan.
Become a Wealthy Turtle
The Transformation
Before Wealthy Turtles
No sense of direction for the future
Concerned about your retirement or financial future
Experience feelings of guilt when buying things that result in either overspending or underspending.
You keep most of your eggs in one basket and put your wealth at risk by investing too heavily in a specific asset class or country
You don’t have a decision-making and risk-management process so you end up risking too much of your money in the latest hyped stock or cryptocurrency
After working with us
Clear sense of where you and your family are going in life
Feel safe, calm, and confident as you pursue your dreams because you have a solid plan to help you get there.
Your daily actions are now aligned with your financial freedom plan. You master your money and spend, guilt-free.
You understand how to manage a diversified portfolio that fits your unique goals, risk tolerance, and expertise.
Concepts such as opportunity cost, risks/rewards, and Kelly fractions are now second nature to you
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