Wealthy but miserable
More money kept becoming the goal. Health and relationships slipped out of view, and success on paper left little room for satisfaction.
MONEY CONFIDENCE. LIFE FREEDOM.
Change the formula.Make room for life.
Your wealth should support the life you want.
Give every part of that life a place in the plan.
A little more
room to live.
Your Secure Financial Future Starts Here.Illustrative
Four parts. One fuller life.
Net worth: not the combination.
TAP A WHEEL TO TURN · ARROW KEYS ALSO WORK
Vault closed. 0 of 4 priorities set with purpose.
Everything in life has a formula.
If yours isn't working, change the formula.
An illustration of planning with purpose, inspired by Annette's philosophy.
The number on a statement can tell you what you've built. Your plan decides what you get to do with it.
AS SHOWN ON HER SITE
EntrepreneurMerrill LynchClientsHuffington PostArticleAmbrose UniversityGuest lecturerIG Wealth ManagementClientASUGuest lecturer
Annette Bau, CFP®Say it: bah oo
MEET ANNETTE BAU, CFP®
Building wealth is one skill.
Living wealthy is another.
I grew up in a small Midwest town and waited tables to pay for the extras. One of those tables introduced me to my first millionaire mentor. I wanted to understand how he'd made room for travel and the things he loved.
I started investing $25 a month, even when the budget said otherwise. Later, a B.S. in Finance and my Certified Financial Planner designation gave me the tools to help others plan their own future.
37 yearsAdvising and studying millionaires
$25A month. Where my investing began.
Two ways to live
with wealth.
Advising millionaires taught Annette to look beyond the portfolio. She saw two ways of living with wealth.
Fulfilled and wealthy
Money had a purpose within a life they enjoyed. They took responsibility for their choices and met challenges by looking for a solution.
Choose your
next best step.
Start with the question that's on your mind today.
Ready for a Successful Retirement?
Do I have enough? Will it last? Get immediate feedback and find potential gaps and opportunities.
Take the QuizLooking for
Financial Clarity?
Join the Money Clarity Masterclass waitlist. Hear when training opens to help you plan for the retirement you want.
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Personalized Guidance?
Can I afford the life I want? Answer five questions to see if personalized guidance is right for you.
Takes about 2 minutes.
Yes, I'm ReadyTHE FINANCIAL FREEDOM FORMULA GUIDE
Put the formula
on paper.
A simple 3-step process for greater clarity, confidence and freedom. Start making room for your financial future.
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WEALTH INSIDE AND OUT®
Keep a good
conversation going.
Hear Annette talk about money, mindset and the decisions that shape a financially secure life.