Is Your Financial Plan Built to Retire You — or Keep You Working Forever?
Discover the Proven Framework That Helps High-Earning Professionals Build, Protect, and Transfer Their Financial Future — Without the Guesswork.
Most Financial Plans Leave You With a House Built on Sand
In Matthew 7:24-27, Jesus shares the story of two builders: one who built his house on a solid rock foundation and one who built on shifting sand. When storms came, the house on the rock stood firm, but the house on the sand collapsed under pressure.
This parable challenges us to examine the strength of our foundations—not just in faith but also in our finances. Is your financial house built on principles that can weather life’s storms, or is it vulnerable to being swept away when challenges arise?
For years, you’ve been told:
“Save a percentage of your income.”
“Invest in your 401k.”
“Buy insurance, just in case.”
But no one explained how all those pieces should fit together.
And when they don’t, you’re left with:
Isolated financial products that don’t talk to each other
Missed financial gaps you didn’t even realize existed
A lack of financial guarantees when you need them most
No clear strategy to retire confidently or leave a legacy
It doesn’t have to be that way. If any of this reveals gaps in your financial foundation, it’s time to take action.
Introducing: The Rockefeller Method™
The Rockefeller Method isn’t just another product — it’s a strategy to align your income, investments, protection, and legacy inside a financial plan that actually works for you.
The Rockefeller Method is a proven, practical, easy-to-implement framework designed to:
Assess your entire financial house
Conduct a comprehensive review of your financial “house” to assess its foundation.
Examine your income, expenses, savings, debt, and overall financial habits.
Align your income, debt, investments, protection, and retirement goals
Create a strategic financial blueprint
Explore the principles of wealth-building and how they apply to your unique situation.
Gain clarity on what it means to create a solid financial foundation that lasts.
Identify financial gaps and risks
Identify weak spots that may be preventing progress and uncover opportunities to strengthen your financial stability.
Uncover financial gaps you didn’t know you had
Show you where your financial plan is vulnerable
Map out guaranteed income streams
Discuss strategies for growing your financial resources while protecting what you’ve built.
Help you create guaranteed income streams for the future.
Ensure you have the right financial team around you
It’s not about selling you a new financial product — it’s about giving you a financial plan that makes sense for your life and your future.
WHO IS THE ROCKEFELLER METHOD FOR
The Rockefeller Method is perfect for:
✔️ High-earning professionals planning for retirement within 5-15 years
✔️ Business owners and entrepreneurs with complex financial needs
✔️ Professionals tired of fragmented financial advice and isolated products
✔️ Anyone serious about protecting their financial future and legacy
WHY INCLUDE YOUR TEENAGERS IN YOUR
ROCKEFELLER MEETING?
Wealth building is a team effort. Teenagers are at a critical stage for learning financial skills that will shape their future. When teenagers are part of the conversation, they feel valued and gain confidence in managing their own finances, laying the groundwork for a financially responsible adulthood.
Here are three reasons to include your teenager in your next family financial meeting...
Reason #1
By involving teenagers early, families ensure the next generation is equipped to grow and protect that wealth, keeping it within the family for years to come.
Reason #2
Empower teenagers with the knowledge and habits needed to build a strong financial foundation. Starting these conversations at home can keep wealth in the family for generations.
Reason #3
When families work together—sharing knowledge, setting goals, and practicing smart financial habits—they create a legacy of financial literacy and security
Choose Your Rockefeller Method Plan
ONE Rockefeller Method Meeting
$993**
A 2-hour (virtual or in-person in certain states) financial discussion with immediate and other concerned family members
Rockefeller WEALTH Roadmap Book
Complete a Rockefeller Method Financial House Audit to identify financial gaps
Identify potential financial solutions that align with goals and address identified financial gaps
Opportunity for any family member to ask any general financial questions
Help with understanding key strategies for making, managing, multiplying, and moving family money from one generation to the next
** This meeting DOES NOT INCLUDE IMPLEMENTATION
Rockefeller Method Implementation
SAVE $373
$3,599
Everything included in a single meeting
3 additional 2-hour quarterly Rockefeller Financial meetings
Assistance and guidance with implementing your Rockefeller Method based on financial goals and desires
Meet Chike!
As an experienced financial speaker, licensed Christian Financial Advisor, and advocate for financial education for teens, my mission is simple: to bridge the gap between knowledge and action.
I guide adults in understanding and implementing proven strategies like the Rockefeller Wealth Method to create and build lasting wealth.
I also work with teens to lay the groundwork for a financially secure future, focusing on the principles that will empower them to make wise decisions and avoid common financial pitfalls. That’s what the Teens Guide to Wealth is all about.
Financial knowledge is just the beginning—action is what transforms lives.
This is where I step in.
What We Do
At Get Clear With Wealth, we empower families to break through financial confusion about how to build wealth, align their goals, and take action with faith-based financial principles, and expert strategies to create a legacy of financial stability and prosperity for generations to come.
Contact
973-348-9652 chike@valentineglobal.com
Resources
Schedule a Family Financial Meeting
The Teens Guide to Wealth
Connect with me on LinkedIn
Speaking and Workshops
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