MyWealth Records was created for all the people that I care most about, my family, my friends, and my clients. The goal was to create a group of like minded people who want to take control of their wealth, learn the basics of personal finance, and have the peace of mind that comes with being in control and knowing everything is organized in one easy to access place.
If you are willing to do the work and want to learn how to manage your wealth for a lifetime of financial independence, you need the MyWealth Records process.
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Why I created MyWealth Records
Over my 40 plus years in financial services, my job was simple. I helped people realize their dreams by identifying the opportunities and obstacles they could not. I made recommendations and implemented all they agreed to. Every few years we would meet to review the plan and make adjustments to course-correct based on the inevitable changes that modern life demands.
My clients were well served, but like the saying goes, “Give a person a fish, and you feed them for a day. Teach a person to fish, and you feed them for a lifetime.”, I wasn’t teaching anyone how to “fish”.
So, I decided to finish a “passion project” I had started a few years earlier, a workbook that would give my clients, family, and friends everything they needed to organize their finances and implement a plan for financial independence. In fall of 2019 I self-published “Organize Your Wealth” on Amazon. I printed copies for family and friends and to my surprise, no one used it!
Many were just not ready; I provided a solution to a problem they did not know they had. Also, and more importantly, no one wanted to do planning using pen and paper.
When Covid shut everything down, I had time on my hands, and I needed something to occupy that time. For the better part of a year I worked evenings and weekends to re-write my workbook as a website. A website to teach people how to take control of their finances and give them an easy and secure way to communicate their values, intentions, and goals for their wealth to both family and trusted advisors.
Dave Faulkner, CLU, CFP