Mountainview Financial Process

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The Mountain Financial Process is an easy-to-understand framework, developed by Jim Gura, to help you put context to where you are on your “financial climb,” now and in the future. The six-step process outlines the foundations for protecting your family, funding your future, and creating a legacy of memories. Jim will walk through the steps with you to guides you in safeguarding your future, building your legacy and experiencing life to its fullest.

 

 

The stages you will be guided through include:

  1. Basecamp - Getting the basics in place
  2. Camp 1 - Foundational climb
  3. Camp 2 - Income climb
  4. Camp 3 - Investment climb
  5. Summit - Wealth climb
  6. Descent - Creating a legacy of memories

 

​DOWNLOAD A FREE PDF OF THE MOUNTAIN FINANCIAL PROCESS​ 

Join Jim's mailing list to receive a downloadable PDF of the Mountain Financial Process
and a series of emails that tell you more about the essentials in each stage. 

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