We help entrepreneurs build their wealth and keep it
With your whole financial team aligned and working from the same playbook, you'll have the confidence and clarity to swing for the fences.
Trusted by 250,000+ entrepreneurs...
Personal Finance is Pretty Different for Entrepreneurs
If you're an entrepreneur, personal finance is not about handing your money over to the market, or putting it in a retirement plan, and hoping it works out. And it's not about sacrificing quality of life. It's about Economic Independence, where you have enough recurring revenue from cash flow to cover your basic expenses, so you can swing for the fences in everything you're doing, and having peace of mind. You can achieve this through a team approach to your finances, access to resources, second opinions, and bringing in experts for results and implementation when something is broken or missing.
HOW IT WORKS
Your Wealth Mission gathers all the pieces of your financial puzzle together under one unified plan. We call this your Financial Blueprint, and we have a team of Wealth Architects who can help you identify your own and customize it to your own unique values and strengths.
THIS IS ACCOMPLISHED WITH A 2-PRONGED APPROACH
Integrated Services
Seeing how all your financial pieces fit together gives you financial clarity. But you still have to execute it. And just like a home is built in a specific order, so is your wealth blueprint. The first step is to provide education and services that are built around your values and goals. Then we help you execute that plan.
Interconnected Team
No one builds wealth alone. You need a team to bring all the pieces of your plan to life and give you the kinds of results you desire. Wealth Factory provides the interconnected and integrated team of professionals to help you implement your financial blueprint.
THE PROCESS
Strategies, Education, Customized Framework, Experts, Integration
COMPREHENSIVE EDUCATION
Treating your personal finances like a business means focusing primarily on increasing production and cash flow, not cutting back and budgeting.We provide comprehensive educational materials for 25 different areas of personal finance specific to entrepreneurs.
Our team of "financial nerds" studied the best time-honored financial principles used by the most successful businesses over the last century. Then they applied those same principles to personal finance specifically optimized for business owners.Why go to all that trouble? Because entrepreneurs get superior results if they treat their personal finances the same way they run their business.
CUSTOMIZED FRAMEWORK
No two individuals are alike. So a financial plan that works for someone else may not work for you. Wealth Factory provides private assessment tools to help you custom-tailor your financial blueprint to your specific situation.We also have a team of Wealth Architects and Wealth Engineers ready to assist you. No one cares about your money more than you do, so we help you create a framework that honors your values and goals.
FULLY ACCREDITED NETWORK OF FINANCIAL EXPERTS
Once you have your customized wealth plan in place, we help you execute that plan. You may choose to use your own financial team, our comprehensive network of vetted providers, or a combination of both. Either way, coordinated teamwork is essential for financial success.This is how "Family Office" firms help high net-worth individuals build a lasting legacy. We offer a comparable level of boutique financial education and services for the working professional without the high net-worth barrier.
Having a full team of financial specialists works best if they are working off the same financial blueprint. Wealth Factory provides you with a financial quarterback to keep every aspect of your wealth plan on task.Keeping the various members of your wealth team on task and working toward your predetermined goals can be tough work, but Wealth Factory handles all those difficult details for you.
Critical financial issues simplified and addressed, including:
Do you have an emergency fund set aside? Are you built to preserve your worth against the ups and downs of the market? Are you creating a family legacy? Do you have a plan around financial privacy and security? Do you have a process for finding hidden fees in your finances? Do you have a financial team?You can build a wealth architecture that addresses all of these questions by focusing on critical areas of personal finance like asset protection, estate planning, tax, risk management, and your business.
PERSONALIZED WEALTH BLUEPRINT
A plan aligned with your strengths mitigates risk and gives you clarity and control
Every individual is different and your long-term success depends on how well your decisions mesh with what you know and who you know.As financial advocates, we work with your unique strengths so you can build a solid wealth architecture that gives you protection, safety and stability.
WHO WE ARE
Your Wealth Mission is a comprehensive personal financial education and implementation program for entrepreneurs, health care professionals and small business owners.We are not investment advisors who give stock picks or suggest particular types of investments.We get up every morning to help entrepreneurs and business owners build protection, safety and stability into their finances.
OUR MISSION
We believe personal finance doesn't need to be mysterious and difficult, so we make it interesting and understandable and tailored to the needs of business owners.Our mission is to help 1 Million Entrepreneurs and Business Owners build their own Wealth Architecture. We’re committed to helping entrepreneurs keep more of their money by increasing monthly cash flow without having to cut back, budget, take on more risk or increase sales.
Your Guides into the World of Entrepreneurial Finance:
A BOUTIQUE SWAT TEAM OF EXPERTS IN CASH FLOW OPTIMIZATION, INSURANCE COVERAGE, ASSET PROTECTION, TAXES, TRUSTS, ESTATE PLANNING, BUSINESS GROWTH, FAMILY LEGACY...
NORMAN WESTERVELT
CHIEF EXECUTIVE OFFICER
Norman Westervelt is the owner and Chief Executive Officer based in Salt Lake City, Utah. He has been an entrepreneur for more than 25 years in various industries. Norman has been able to bring his business strategy and financial strengths to every environment he has been a part of, believing a sound foundation in cash management and accounting principles contributes significantly to organizational success. He’s personally helped countless business owners create efficient wealth strategies that fit their unique strengths.
THE ACCREDITED NETWORK
EVERY ONE OF OUR EXPERTS IS FIERCELY, THOROUGHLY VETTED
Building a personal finance team doesn't happen over night. Over the years, we've tested every strategy, detail, and dynamic that contributes to a great team.We do our own personal finances with every one of our experts, and they have to do business in alignment with our values. Here's a glimpse of what we require of them:
♡We regularly contribute articles and insights on:
PERSONAL FINANCE EDUCATION AND IMPLEMENTATION SERVICES
Your Wealth Mission offers an entry point for every level of business.
WEALTH FACTORY STORIES
There are no "typical" results, because everyone's situation is quite different. But here are a few of our happy clients:
Melanie Crandall
Entrepreneur
"The experience at Your Wealth Mission has been amazing. [They] do an amazing job of sharing their knowledge. They have brought pieces of the puzzle relating to wealth, soul purpose and building your business all together. They encompass all areas and help you to understand how to enrich all those pieces of the puzzle so that you have a successful, fulfilling and happy life. I highly recommend this program!"
Dr. Hal J Board, DDS
Family Dentistry, Mesquite TX
"I'm the most skeptical person in the world.I've been beaten up by accountants and lawyers. I thought the whole world... I was the target, and everyone in the world was taking a shot at me.This is the greatest thing that’s ever happened to me."
Toya Farrar
Flower Shop Owner
"It's really been an eye opener and a life saver for me — and I'm just so grateful that I found Your Wealth Mission."
Dr. Kamilah Stevenson
Entrepreneur
"One of the greatest decisions I could’ve ever made in 2020 was to make an investment into the Your Wealth Mission! My family and I have become empowered by all of their mind-blowing resources, coaches, team members and more. This connection has literally been transformative and life-changing in every way possible! Thank you Your Wealth Mission!"
Aimee Serafini
Founder, Happivize
"Your Wealth Mission has been helpful not only for specific actionable items, but also for peace of mind knowing that I'm building a strong foundation."
Ryan Chadek,
CEO, Digital Visions
Your Wealth Mission has been instrumental in helping my wife and I develop a plan for financial independence and truly maximize our human life value. My Financial Architect has helped us every step of the way - looking for inefficiencies where we can save money and also recommending certain products or strategies we might have missed. He's been awesome to work with! I sleep better at night knowing we have a solid financial strategy that doesn't rely on gambling with the stock market. What I'm most excited about is the chance to pass along our values to future generations; to give them the opportunity to succeed and hopefully leave a legacy of impact. I'm so grateful we connected with this company. Thanks Wealth Factory!
FIRST STEP ON THE PATH TO ECONOMIC INDEPENDENCE:
THE ENTREPRENEUR'S GUIDE TO CASH FLOW RECOVERY AND OPTIMIZATION
(time to stop leaking, overpaying and wasting your hard-earned money)
Your Wealth Mission is a team of financial experts teaching entrepreneurs and business owners how to build their Wealth Architecture and achieve economic independence.
JOIN MORE THAN 250K FELLOW WEALTH BUILDERS & STAY CONNECTED
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