The 20/20 Vision Programs

Five roadmaps. One coordinated system.

Each 20/20 Vision program is an educational and implementation roadmap covering a critical domain of wealth-building. Together, they form the WealthBuilders system.

Program 01

20/20 Credit Vision

Problem Addressed

Personal and business credit is often misunderstood and underbuilt.

Who It's For

Entrepreneurs and families who need credit clarity and a path to business credit readiness.

What Participants Learn
  • How credit is built and evaluated
  • Reading personal and business credit profiles
  • Practical credit-improvement steps
  • Building a business credit profile responsibly
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Program 02

20/20 Finance Vision

Problem Addressed

Disorganized financial records make capital, planning, and growth harder than they need to be.

Who It's For

Business owners preparing for funding, growth, or formal financial reviews.

What Participants Learn
  • Financial organization basics
  • Documentation that underwriters expect
  • Responsible capital and cash-flow strategy
  • Communicating financial health
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Program 03

20/20 Business Vision

Problem Addressed

Many businesses operate without proper structure, compliance, or presentation.

Who It's For

Owners ready to professionalize their business and prepare for the next stage.

What Participants Learn
  • Choosing the right entity and structure
  • Compliance fundamentals
  • Operations and presentation
  • Building a credible business identity
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Program 04

20/20 Trust Vision

Problem Addressed

Asset ownership and protection are commonly misunderstood — and rarely coordinated.

Who It's For

Families and business owners exploring how trusts may fit a coordinated plan.

What Participants Learn
  • Trust education fundamentals
  • Common trust roles and responsibilities
  • Coordinating with appropriate professionals
  • Avoiding common pitfalls
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Program 05

20/20 Estate Vision

Problem Addressed

Estate, succession, and legacy decisions are often deferred until it's too late.

Who It's For

Anyone serious about leaving something meaningful behind.

What Participants Learn
  • Coordinating business, family, and assets
  • Beneficiary review
  • Charitable and succession intentions
  • Multigenerational education
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Educational programs only. Where appropriate, work with independently licensed legal, tax, investment, or insurance professionals.