Learn How to Be Your Own Banker

Are YOU Ready?

What You Will Learn With

The Banker Always Wins

  • Immediate solutions for financial problems using the BYOB strategy

  • The Double Play (how to 2x your money) like the big banks

  • Your MONEY Mindset using the Four F’s strategy

  • 5 Money Moves with the BYOB strategy

  • and so much more

Client Accomplishments

WITH THE FIVE MONEY MOVES

"I’ve created many Private Family Banking systems for clients that will generate
TAX-FREE generational wealth for their families."

- TAX MASTER MOVE

"I’ve helped hundreds of clients to pay off car loans, credit card debt, student loans, etc. while using their money twice."

- DOUBLE PLAY/CASHFLOW MONEY MOVE

I’ve helped many individuals and real estate investors to purchase and/or refinance properties that will be paid off 2-4 times faster using the HELOC strategy.

- MORTGAGE MASTER MOVE

"Many of my clients will retire with 6 Figures or more in TAX-FREE retirement income and will not outlive their retirement income."

- RETIREMENT MASTER MONEY MOVE

And so much more!

What You'll Learn Inside

  • Be Your Own Bank strategy

  • The inner workings of your family bank

  • Immediate solutions for financial problems using the BYOB strategy

  • The Double Play (how to 2x your money) like the big banks

  • Leverage, Leverage, Leverage

  • Your MONEY Mindset using the Four F’s strategy

  • 5 Money Moves with the BYOB strategy

    • Tax Money Move

    • Retirement Money Move (LIRPs)

    • Mortgage Money Move

    • Cashflow Money Move

    • Lifestyle (Major Purchases, Travel, etc)

Meet the bank lady

AKA Lori Martin, MBA

Lori Martin, MBA (aka The BankLady), is a Financial advisor, Insurance Broker, and mortgage loan originator with over 20 years of experience. Lori is an expert in the "Be Your Own Bank" strategies that offer FIVE Money Moves and is the author of the E-book "The Banker Always Wins".

Learn How To Be Your Own Banker

Are you ready?

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The Banker Always Wins eBook

Here is what you will get:

  • Immediate solutions for financial problems using the BYOB strategy

  • The Double Play (how to 2x your money) like the big banks

  • Your MONEY Mindset using the Four F’s strategy

  • 5 Money Moves with the BYOB strategy

  • and so much more

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