To provide business owners with the perspective, guidance, and community they need to generate both the return on life experience™ (ROLE ™) and the return on investment they seek.
Through its educational framework, thinking system, immersive workshop program, and a community of like-minded business owners, WISE™ enables you, the successful business owner and entrepreneur, to gain a new perspective on what you built, define a personalized vision, and design pathway to fully integrate your success in wealth and life based on your personal vision.
WISE™ does not provide financial, tax, or legal services; rather, it is a system and framework for successful business owners to think about all they have built and collaborate with other owners about ideas and strategies.
He loves helping people find their best path forward and enhancing intentionality. He spends his time guiding business owners in navigating the intersection of wealth and life planning.
Ali believes that wealth is a means, not an end. And by having the right framework to think about wealth and life decisions, you can find the outcome and impact you truly desire.
He has shared his insights with audiences at a variety of institutions, workshops, and conferences, including Entrepreneurs Organization, Vistage, and the EOS National Conference.
Ali has a degree in finance from the University of Houston’s Bauer School of Business and taught at Rice University for seven years.
Balance Sheet Strategy™
Total Balance Sheet™
Liquidity & Cash Flow™
Lifestyle & Legacy™
Asset Protection Strategy™
Lifetime Tax Strategy™
Point of Optionality™
The Entrepreneur’s Investment Opportunity Diagram™
Paradigm of Money™
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