Free Learning Guides to Help You Build Wealth Through Real Estate, Finance, and Smart Leverage
Instant access to 30+ expert-curated guides.
Real Questions. Smart Answers. Lifelong Strategy.
Download our curated guides—each written for a specific stage of your real estate and wealth journey. Whether you’re buying your first home, planning retirement, or investing passively, we’ve got a roadmap made just for you.
Smart Parent, Smart Student
5 Moves That Build Wealth Before 21
- What if your teen graduated with $80K in equity and a four-unit property… instead of a diploma and $80K in debt?
(You’ll learn the strategy in Chapter 10.) - She added her 14-year-old as an authorized user… and by 18, he had a 765 credit score — without ever touching the card.
(Chapter 2 — The strategy every parent should know.) - A 19-year-old used one little-known FHA hack to buy a fourplex… and never paid rent again.
(Chapter 10 — The ultimate house hack revealed.) - Your child could get a 100-point credit score boost in 60 days — with no money and zero risk to you.
(Chapter 3 — The credit trick nobody talks about.) - One family paid off $14,000 in debt using a whiteboard… and a 20-minute Sunday ritual.
(Chapter 7 — A simple habit that changed everything.)
First-Time Buyer's Playbook
5 Breakthroughs That Could Save You Thousands (and Your Sanity)
- Think your 750 credit score is helping you? It might be the reason you’re losing deals to buyers with a 680. (Chapter 3 — What lenders and realtors won’t say out loud.)
- The millionaire move no one’s teaching: how to borrow from your 401(k) to fund your down payment — without wrecking your retirement. (Chapter 10 — Real leverage, real strategy.)
- One negotiation phrase can save you $5,000–$15,000 on closing day — even against higher offers. (Chapter 13 — Use it once, remember it forever.)
- The myth of needing 20% down is dead. Why 3–5% down could launch your wealth-building journey faster than waiting. (Chapter 12 — Stop stalling. Start growing.)
- The 90-day transformation plan that boosts credit, lowers DTI, builds savings — and flips the “I’m not ready” script for good. (Chapter 6 — This isn’t motivation. It’s momentum.)
Homeowner' Guide
5 Game-Changing Truths for Homeowners
- Paying off your mortgage early could quietly be stealing your wealth. (You’ll rethink everything after Chapter 2.)
- A retired widow used her home equity to fund a healing sabbatical and start a ministry garden. (Chapter 11 will change the way you see legacy.)
- The refinance strategy that saved one family $93,000 — and it had nothing to do with interest rates. (Uncovered in Chapter 5.)
- The advice to “never touch your equity” might be the most expensive mistake you ever believed. (See Chapter 3 for the mindset shift that changes everything.)
- The 15-minute monthly system used by wealth-building homeowners to track, grow, and protect equity like pros. (That’s in Chapter 9 — and it’s so simple it fits on one page.)
Senior Homeowners 55+
5 Powerful Truths Every Senior Homeowner Deserves to Know
- What your heirs actually inherit when you do a reverse mortgage — and why most assumptions are completely wrong. (Chapter 2 — This will ease your mind.)
- The single decision most retirees overlook that could free up hundreds each month. (Chapter 5 — Small shift, big freedom.)
- The surprising Scripture-backed reason you should not fear using your assets while you’re still alive. (Chapter 12 — Faith meets finance in the best way.)
- A simple equity line helped one couple avoid panic-selling their stocks in a market downturn. (Chapter 8 — Protecting your future starts here.)
- One widow used her reverse mortgage to gift her grandkids a once-in-a-lifetime experience. (Chapter 7 — A legacy they’ll never forget.)
First-Time Investor's Blueprint
5 Investor Secrets They Never Taught You in School
- The most powerful investment strategy isn’t money — it’s your mindset.
(Chapter 1 — And the silent way most people sabotage it before they ever buy.) - How one buyer used a VA loan to control a triplex with $0 down — and how it still cash flows today.
(Chapter 6 — Creative financing, real results.) - The $12,000 mistake most new landlords make — and what a nurse from Tampa did instead.
(Chapter 10 — Avoid this and save yourself thousands.) - The 5 hidden engines of wealth inside every real estate deal — and why most people only ever activate one.
(Chapter 2 — This will change how you evaluate deals forever.) - “Getting a deal” is overrated — win by becoming the buyer every seller wants to work with.
(Chapter 7 — It’s not about the discount. It’s about positioning.)
Active Investor's Guide
5 Wealth Moves for Investors Who Want to Scale Smarter and Sleep Better
- Small shift in entity structuring could protect your family — your current setup might be draining cash.
(Chapter 5 — Most investors miss this.) - Build trust with private investors — even if you’re not a “salesperson.”
(Chapter 10 — This turns connections into capital.) - 1031 exchange into bigger blessings — without being chained to taxes.
(Chapter 4 — Learn the rule. Unlock the reward.) - One automation system gave an investor weekends and peace of mind back.
(Chapter 7 — This changes everything.) - Cost segregation isn’t just a CPA trick — it’s a kingdom wealth hack hiding in plain sight.
(Chapter 6 — More savings. More giving. More legacy.)
Passive Investor's Guide
5 Passive Income Secrets That Work While You Sleep
- “Mailbox money” isn’t a myth — here’s how to structure deals that actually create it. (Chapter 4 — The income stream most people dream of but never build.)
- The one mistake most new passive investors make — and how it costs them trust, time, and peace of mind. (Chapter 9 — Avoid this, and you’re already ahead.)
- Depreciation and paper losses can lead to real tax savings. (Chapter 11 — What CPAs know… and most investors miss.)
- Red flags to watch for when vetting syndication sponsors — before you wire a single dollar. (Chapter 9 — Trust but verify, with confidence.)
- Earn income like a bank by investing in real estate notes — with security and simplicity. (Chapter 7 — Become the lender, not the landlord.)
Legacy Builder's Guide
5 Truths Every Kingdom-Minded Builder Must Know
- “Inheritance” without stewardship leads to generational loss — and here’s how to rewrite that story. (Chapter 2 — It’s not just about passing wealth… it’s about passing wisdom.)
- One mistake causes 70% of families to lose wealth within two generations — and here’s how to avoid it. (Chapter 6 — Most estate plans miss this.)
- Write a Family Mission Statement that outlives bank accounts — and becomes your spiritual compass. (Chapter 3 — Leave more than money.)
- Preserve your voice, your values, and your vision — so your great-grandkids feel like they knew you. (Chapter 12 — Stories, letters, legacy.)
- Know the difference between gifting money and training heirs — and how to do both with confidence. (Chapter 8 — This is the work that multiplies.)
100% Client Satisfaction
Real Comments, Real People
Hear From Some Past Clients of Our Founder
Smooth Refi Process with Great Rate
Jim's team was very professional and gave me a very good rate when refinancing my mortgage. The online application and his different team members make the loan process very smooth and efficient. I would definitely recommend him to anyone looking to refinance their mortgages to the very low rates we have now in the market
Venkatesh Nakkala - via Facebook
VP Development Manager at Credit Suisse
NORTH CAROLINA
NORTH CAROLINA
First-time homebuyer and first-time refinancer with expert support
I have had the opportunity to work with Jim and his team twice now, first while purchasing my first home and second as a first-time refinancing. He and his whole team were extremely patient and informative while answering questions and providing any guidance as needed.
Molly McGurk - via Google
Sales Finance Senior Manager at Sanofi Consumer Healthcare
ILLINOIS
ILLINOIS
Three-time refinancer with Jim's team always excellent service
I've refinanced with Jim and his team 3 times in the past 7 years. Always amazing service, great communication, the process is super easy, and any time I did have a question or concern they are always prompt with a response or get the problem dealt with swiftly. I've recommended Jim and his team to multiple people. A+
Michael Krafve - via Google
Senior Analyst at US Government Accountability Office
WASHINGTON
WASHINGTON
Your Guide is Just the Start — Let’s Get Clear on Your Bigger Goals
Every smart move in real estate or finance starts with a deeper understanding of your goals.
This quiz helps you go beyond the guide and align your next steps with a strategy tailored to your values, family, and financial priorities. It only takes a couple of minutes — and gives us the insight to support your entire journey more effectively.