Don't make this ONE mistake that Will Keep Your Business From Growing...

Discover how to reduce your taxes by 72% and & Increase your savings by 123% in just 2 moves.

THE MISSION:

to help 500 thousand people automate cash flow management, Reduce Tax liability and stop making every generation start over Financially

SERVICES TO HELP YOU GROW

Cashflow Planning, Estate Planning, Tax Planning,

Corprate Sales, Life Insurance, Business Evaluation,

CFO Services, Intellectual Property, Debt Restructuring,

Image

DEBT PAYOFF

Strategic planning helping individuals and businesses reduce debt efficiently and regain financial control

Image

CASHFLOW MANAGEMENT

Revenue is for vanity, profit is for sanity. Cashflow management is our top of priority.

Image

LIFE INSURANCE PLANNING

Provide financial protection and peace of mind by ensuring your loved ones are supported in the event of the unexpected

Image

RETIREMENT PLANNING

Personalized strategies to help you build a comfortable, worry-free retirement with Waldensia.

Image

TAX PLANNING

Optimization to help individuals and businesses minimize tax liabilities and maximize tax savings.

Image

CORPRATE STRUCTURE

Entity formation, governance, and compliance to optimize business growth and success.

FREE WEALTH BUILDING TRAININGS

AUTOMATIC CASHFLOW MANAGEMENT, ASSET PROTECTION STRUCTURING THE FAMILY TRUST

SETTING FAMILY GOALS, CREATING THE FAMILY CONSTITUTION

ABOUT

Hi, i'm Kirk Hortel the founder of Waldensia Virtual Family Office.

When I realized financial advisory firms weren't providing the service that business owners really needed I decided to build it for them.

The average 401k balance upon retirement in 2023 was $70,620. Many people will work till the day they die and my grandparents generation of retirement will be a rare thing for my Generation X.

I have helped hundreds of familys, individuals, and businesses navigate business and personal finance.

Through all of this I developed a tried and true method called "The GPS Method." The "GPS Method" on average boots clients saving by 23% and reduces taxes by 75+% for most business owners. Investing is powerful, but helping families manage cashflow is 10x more powerful.

“Making more money will not solve your problems if cash flow management is your problem.”

–Robert Kiyosaki.

We run a simple cashflow exercise for every person we have the opportunity to work with. If you can't control and manage cashflow with systems nothing else matters.

We operate on a few simple principals, first being. "A GOOD MAN LEAVETH AN INHERITANCE TO HIS CHILDREN'S CHILDREN" PROVERBS 13:22

This principal of leaving an inheritance is an asset management skill.

When your beneficiaries inherit what you grew for them hopefully they will adopt the same mentality as you. "I don't want these assets for myself, I want to grow them for my children/ beneficiaries."

After some time the family will always be looking to grow assets for the next generation. This is selfless and allows you to live to a higher purpose while serving your family and others.

The 2nd core principal we have is accountability. So we meet with our clients every 90 days to do calibration meetings and we do not compromise on this.

We hope your journey starts now and you become financial free!

In Your Corner,

Founder Kirk Hortel

P.S. Schedule your Free Discovery Call and enjoy the journey to financial freedom!

FAQs

What is the Waldensia weekly Wednesday webinar?

The Waldensia Weekly-Wednesday-Webinar is a 45-minute webinar designed to provide you with tools and an understanding on how to become a master of financial freedom. This is an interactive webinar where you will participate in exercises to give you clarity on cash flow, and how to stop budgeting using Excel and other tools that don't work for most people. Budgeting statistically doesn't work so in this webinar we will guide you through how to become a cashflow master using a simple software that you use on your phone. You will receive impactful skills and value that will help you change your life. You will have a clear path on the next steps and the process and get ahead with financial independence. There will also be a giveaway at the end of the webinar that requires the winner to be present. Sign up and don't miss out!

How do I register for the weekly Wednesday webinar?

Simply click the purple banner on the top of the website and fill out your info. You will get an email reminder before the webinar and a Zoom link giving you access to the Zoom room. Please bring a pen and paper! 

Do I qualify for the weekly Wednesday webinar?

Do you want to be financially free, and achieve true wealth freedom? If yes you qualify! We require everyone we work with to manage cash flow like a professional. It doesn't matter if you have $1,000 Dollars or 500K. Cashflow management is cashflow management. Here you will learn the principles that work for everyone. 

Do you actually provide tax planning or just file tax returns ?

Yes our team will give you a road map with steps to achieve your goals. You get actual guidance not a tax filing.

Do you setup Family Trust to reduce my exposure to creditors and lawsuits?

Yes our team will create and guide you in the process of protecting your assets from lawsuits and creditors. We will structure living and irrevocable trusts for our clients depending on their needs.

I'm thinking of selling my business, can you help me?

Yes or team has helped buy and sell 300+ businesses. We can also help you prepare to sell so you can maximize profits and reduce tax liability.

MISSING GROWTH & financial goals can make you feel frustrated and help

Another year, another empty promise crumbles.

“This was supposed to solve my revenue problems! Am I even better off than before?”

Can you relate?

The market shifts, strategies change, more dollars out of your pocket, a new agency comes and goes, but you’re left holding the bag.

Stalled top-line revenue is starting to have its own desk in your office, and the thought of reliable growth sounds more like a fairy-tale.

But you still need a plan forward. You still believe in the impact your business can make, and so do we.

We get it, and we want to help.

Your Options To Work With Us

HIGH-EARNERS

No fish to small, we are more interested in those who desire to be free than income levels.

  • Cash Flow Planning

  • Tax Planning

  • Trust and Estate Planning

  • Real estate Purchase Planning

  • Real estate Profession Status Planning

  • Investment Planning

  • Insurance Planning

  • Disability Insurance Planning

  • Debt Payoff Planning

  • Risk Management Evaluation

  • Employee Benefits Analysis

  • Retirement Planning

  • Lifestyle Decision Analysis Planning

  • Ongoing Management and Adjusting (optional)

BUSINESS OWNERS & SOLO-PRENEURS

Businesses of all shapes and sizes.

  • Cash Flow Planning

  • Asset Protection Planning

  • Trust and Estate Planning

  • Advanced Tax Planning

  • Investment Planning

  • Education Planning

  • Insurance Planning

  • Disability Insurance Planning

  • Debt Payoff Planning

  • Risk Management Analysis

  • Retirement Planning

  • Real Estate Purchase Planning

  • Cost Segregation

  • 1031 Exchange

  • Lifestyle Decision Planning

  • Business Buying/Selling Planning

  • Ongoing Management & Rebalancing (optional)

HIGH-EARNERS

No fish to small, we are more interested in those who desire to be free than income levels.

  • Cash Flow Planning

  • Tax Planning

  • Trust and Estate Planning

  • Realestate Purchase Planning

  • Realestate Profession Status Planning

  • Investment Planning

  • Insurance Planning

  • Disability Insurance Planning

  • Debt Payoff Planning

  • Risk Management Evaluation

  • Employee Benefits Analysis

  • Retirement Planning

  • Lifestyle Decision Analysis Planning

  • Ongoing Management and Adjusting (optional)

BUSINESS OWNERS & SOLO-PRENEURS

Businesses of all shapes and sizes.

  • Cash Flow Planning

  • Trust and Estate Planning

  • Advanced Tax Planning

  • Investment Planning

  • Education Planning

  • Insurance Planning

  • Disability Insurance Planning

  • Debt Payoff Planning

  • Risk Management Analysis

  • Retirement Planning

  • Real Estate Acquisition Planning

  • Cost Segregation

  • 1031 Exchange

  • Lifestyle Decision Planning

  • Exit Planning

  • Business Acquisition Planning

  • Asset Protection Planning

  • Ongoing Management & Rebalancing (optional)

STEP #1

BOOK A FREE DISCOVERY CALL

This is a virtual meet and greet to see what you are up to, and figure out your plans.

STEP #2

START CASHFLOW EXERCISE

Cashflow exercise process. We believe in this so much that we refuse to work with those who don't do this.

STEP #3

CHOOSE YOUR PACKAGE

Pick what you need help with to move forward, and sign engagement letter.

STEP #4

ACCOUNTABILITY

We meet with you every 90 days. Yes, every 90 days for the rest of your life. Thank us later when you are on the beach.