You've Already Mastered Making Money.
Now Master Building Wealth.

Advanced Wealth Strategies for Growth-Minded Professionals and Business Owners

Start with a 25-minute call to explore whether this approach is right for you. Completely free, no obligations.

Proven Wealth Principles

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Data-Driven Wealth Strategies

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Proprietary Analysis Engine

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Proven Wealth Principles - Data-Driven Wealth Strategies - Proprietary Analysis Engine -

you’ve spent decades earning..

..but still not sure you’re making the most of your money.

Most successful professionals face the same frustrating challenges:

  • Conflicting advice from countless “experts” makes it impossible to know who to trust

  • No objective way to compare financial strategies using real data

  • Industry complexity designed to confuse rather than clarify

  • Suboptimal conventional methods that enrich advisors while limiting your wealth potential

You know there has to be a “better way”

You’re just not sure what it is.

“And honestly, it’s frustrating to be so successful professionally but feel uncertain about how to optimize your financial future.”

I figured out what the wealthy actually do

I know exactly how you feel

After 15 years building corporate strategies using advanced data analytics, I was making great money but confused about wealth strategy. That frustration led me to obsessively study how the wealthy actually make their money work for them.

Here’s what I discovered

  • The wealthy don’t rely on 401(k)s and hope.

  • They use tax-advantaged strategies most people haven’t heard of.

  • They prioritize liquidity and control

  • They think in systems—not products.

introducing the ‘principles of a wealth mindset’

I distilled months of research into one clear, comprehensive framework: seven timeless principles that change how you think about growing, protecting, and accessing your wealth. Individually, these principles aren't revolutionary—but when combined, they transform your entire approach.

No opinions. no sales pitches. just clarity and facts.

To clearly demonstrate the power of these principles, I created the proprietary StrategIQ Wealth Engine™—a data-driven tool that compares financial strategies side-by-side using real historical data. See precisely how different approaches perform over your lifetime.

30 days. 4 sessions. $0. a lifetime of financial clarity.

A structured journey to confidently implement proven wealth principles and data-driven strategies—designed specifically for you.

By the end of 30 days, you'll have:

  • Wealth Mindset Shift - Begin to think about money like the wealthy do

  • Personal StrategIQ Analysis - See exactly what you're missing vs. what you could achieve

  • Advanced Strategy Options - Including wealth-building tools most never learn about

  • Clear Implementation Roadmap - Exact steps to optimize your financial future

  • "Never Wonder Again" Clarity - Complete confidence in your wealth-building approach

how it works

1

align

Initial Alignment Session (25 minutes)

Let's Make Sure We're the Right Fit.

This initial conversation is about radical transparency. Think of it like selecting the right architect to design your dream home—the plan matters, but aligning clearly on vision, values, and understanding your lifestyle matters even more. It's your chance to ask questions, share exactly what you're looking for, and my opportunity to fully understand your goals and communicate my approach.

My process works best for growth-minded professionals and business owners whose values align with mine: transparency, intentionality, and growth mindset. I don’t partner with everyone. Ensuring our values align is crucial, because genuine transformation depends on trust and shared perspective. If we’re aligned, we'll clearly map out next steps. If not, I'll gladly refer you to someone better suited to your journey.

2

discover

Wealth Mindset Shift & Current State Discovery (1 hr)

Getting Clear on Your Current Situation—and Your Ideal Financial Future.

Before this session, you'll review the Principles of a Wealth Mindset™. These principles are foundational—they help shift how you think about money and what's truly possible.

In this session, we'll dive deeper into current state discovery—your assets, goals, timeline, and any concerns or obstacles. Think of your current financial picture as your starting location in a GPS. We need to know where you stand right now—clearly and accurately—before mapping out the best route toward your financial destination. There's zero judgment —just clarity about where you are and where you want to be.

3

analyze

StrategIQ Wealth Engine™ Assessment (1 hr)

Data-Driven Decisions, Not Guesswork.

I'll admit it: I'm a bit of a data nerd numbers person. Analytics are important because they remove emotional decision making, replacing uncertainty with evidence—making financial decisions clear and objective.

Between our sessions, I'll analyze your specific financial data using my proprietary StrategIQ Wealth Engine™. In this session, we'll leverage advanced modeling features to interactively evaluate various financial vehicles and strategies side-by-side, using real historical data. You’ll see multiple scenarios - best-case, worst-case, and everything in between, and begin to understand how applying Wealth Mindset principles alongside advanced analytics can optimize your outcomes. This session is where you see what is truly possible.

4

implement

Strategy Refinement & Action Plan (1 hr)

Refine Your Strategy and Proceed with Confidence

This final session is focused on refinement based on your feedback. We'll revisit the strategies discussed, address any remaining questions, and ensure every detail aligns with your comfort level and goals.

Full disclaimer: I hate sales pitches just as much as you do. You have my word, there will be zero pressure to proceed—it's crucial you're 100% confident before we implement any strategy. My role is simply to equip you with valuable knowledge and clearly illustrate what's possible. Your role is to decide what feels right for you. If you're ready, we'll map out exactly how to proceed. If not, you'll still leave this session armed with a fresh perspective and valuable insights you can apply moving forward—no strings attached.

In just 30 days, you can transform your mindset around building wealth forever, and walk away with a clear, data-driven plan to intentionally maximize what you've earned.

or

30 days from now, you can still be bingeing Netflix, endlessly scrolling social media, and wondering whether you're doing enough to secure your financial future.

I think you know the answer.

The choice is clear.

Every month you wait could be quietly costing you more than you realize.

Understand the hidden opportunity cost of doing nothing—and why now is the time to take action.

In Partnership With Trusted Financial Institutions

At Think StrategIQ™, we've carefully selected partnerships with top financial institutions known for integrity, stability, and proven results—giving you complete confidence that your financial strategy is in reliable hands.

Ready to Discover What's Possible?

At this point, you've invested a few minutes exploring a better way—and that’s a meaningful step. Now, let's take 25 more to see if we’re a good fit.

In the next 30 days, one of two things will happen: you'll either discover your current strategy is already optimized—giving you the clarity and peace of mind you deserve—or you'll identify exactly how much potential you're currently leaving on the table. Either outcome gives you valuable insights. There's no downside.

Every day spent waiting is another day the opportunity cost quietly compounds. But it only takes 25 minutes to find out if this approach is right for you.

I genuinely look forward to our conversation.

Warmly,
Colton King