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Your personal advisor and Horizon Financial together with our strategic partners recognize the importance of the fundamental relationship we have with our clients. We understand that great confidence has been placed in us. In response to your confidence we are committed to bring on-going leadership to our relationship to help you live “The Abundant Life.”
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The Abundant Life Model
Steps of The Abundant Life Experience
The Abundant Life Foundation Builder™
This step is a key component of The Abundant Life Experience. It is essential to creating and living a more abundant life. This step will provide you the opportunity to attend and experience the Foundation Builder workshop which will introduce you to the Wealth In Motion™ process. The Wealth In Motion process will help you maximize every financial asset in your own financial quadrant and provide a solid foundation on which to build more wealth and capture more assets in all aspects of your life.
With Whom: A Qualified Wealth in Motion practitioner, your Personal Advisor.
Fee: $40 per couple.
True Wealth Accelerator™
The True Wealth Accelerator is the next step in building on the financial foundation you have created. Living a life of abundance is founded on principles revealed in the Quadrant Living Experience™. In this experience you will learn how to optimize your most important assets by going through the following:
  • The Napkin Presentation™ (intro to Quadrant Living)
  • The Abundance Capture Activity
  • The Abundant Life Conversation
  • The True Wealth Asset Evaluation
  • The Quadrant Living True Wealth Optimizer
With Whom: Your Personal Advisor and a Quadrant Living Architect or Specialist.
Fee: $200 per couple; includes The Breakthrough Experience.
The Breakthrough Experience™
The Breakthrough Experience will introduce the concept of Human Life Value and give you the clarity needed to increase your own Human Life Value. Participating in the Quadrant Living Clarity Experience will help you immediately establish your own personal KEYS and ACTIVATORS — setting you in motion to really increase your Human Life Value.
With Whom: Your Personal Advisor and a Quadrant Living Architect or Specialist.
Fee: Included with the True Wealth Accelerator.
The Connection Experience™
At this point you’ve been given the tools and systems that will help you live a more abundant life. It is now time to share them with the people you care about most! The “Connection Experience” is a family retreat organized by you, your spouse, and your Quadrant Living Architect or Specialist. The family retreat can take place at a location of your choice. The retreat will consist of a variety of fun exercises and activities, which will help your family, begin to connect with your Abundant Life vision. One of the best ways to ensure that your most precious assets are perpetuated to future generations is to share them with those you care about the most. The “Connection Experience” will help you do that in a simple, effective way.
With Whom: Your Personal Advisor and a Quadrant Living Architect or Specialist.
Fee: Full expenses for your QLS or QLA plus family expenses.
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The Abundant Life Experience
Annual Events & Ongoing Education
A major component of The Abundant Life Model for the Community is the ongoing client support and education provided. The key elements of the support are the Client Appreciation Day, the Horizon Financial Golf Tournament, The Abundant Life Client Retreat, and the Abundant Life Newsletter. Every year the details of each event will be released in specific announcements. An Abundant Life reaches beyond the financial quadrant. It includes relationships and life experiences. The following events and educational tools will help in this effort:
Client Appreciation Day
The purpose of this event is to have an enjoyable social gathering for clients and advisors. It is also a time to renew and strengthen friendships with like minded individuals.
Sponsored by: Your Personal Advisor & Horizon Financial.
Fee: No charge to clients. Fee paid by your Advisor and Horizon Financial.
Horizon Financial Golf Tournament
Every year Horizon Financial sponsors a golf tournament for clients, advisors, friends, and associates of those clients and advisors. This is an exciting event! If you enjoy playing golf and socializing with others, this is the event for you! It is a first class tournament filled with the opportunity to win many awards and prizes. You will experience all this while associating with people in The Abundant Life community.
Sponsored by: Your Personal Advisor & Horizon Financial.
Fee: No charge to clients. Fee paid by your Advisor and Horizon Financial.
The Abundant Life Client Retreat
This is a two day retreat with entertainment, delicious food, workshops, and special guest speakers. Each year, this weekend getaway will provide relaxation, social interaction with like-minded people, and instruction on how to live a more Abundant Life while building a legacy for you and your family’s future. The workshops and speakers will have valuable information to enlighten your understanding.
Sponsored by: Your Personal Advisor & Horizon Financial.
Fee: No charge to clients. Fee paid by your Advisor and Horizon Financial.
Educational Tools
• The Abundant Life Newsletter
Published and mailed six times a year. This information packed newsletter will provide continued education and understanding of the steps you have taken to live a more Abundant Life.
• Horizon Financial Website recommended articles and books to read.
• Annual Review with Advisor
This meeting is designed to review the financial quadrant with your advisor to ensure that your financial assets are being maximized in the most effective and efficient ways.
Sponsored by: Your Personal Advisor & Horizon Financial.
Fee: No charge to clients. Fee paid by your Advisor and Horizon Financial.