Money that does two jobs.
I'm Joel Tilson, a licensed financial professional based in New Albany, Ohio. I help people with money sitting still put the same dollar to work in two places at once, and I'm straight about how I get paid.
Ask Nobody
How to stop needing anyone's permission to use your own money, and put the same dollar to work twice, using the five-step Recapture Method. A short book for people who have accumulated real money and stopped believing the people who are supposed to be managing it.
The book is at the printer. The Map below is the worksheet from inside it, and it works on its own.
The Recapture Map
One page, your numbers, about fifteen minutes. It's the worksheet the book is built around and the homework for the session, and it's useful whether or not you ever book one. It saves in your browser and prints to a PDF. Nothing you type is sent anywhere.
The strategy session
Forty-five minutes, on video, with your Map open. You bring your numbers, I bring the design. If it doesn't fit, I'll tell you in the first ten minutes and we're done, no hard feelings. Nothing to buy on the call.
About Joel
Joel Tilson is a licensed financial professional based in New Albany, Ohio, and a Managing Partner at WestPoint Financial Group. He spent the first decade of his career inside large investment firms, putting clients' money into the products those firms were paid to sell. He has been a licensed advisor since 2019, is licensed in all 50 states, and a few years ago learned the policy design this site is about. He now builds high early cash value whole life policies for business owners, professionals and people with money sitting still, owns a policy built the way he builds them for clients, and puts his own compensation on the table in every session. Before finance he served seven years in the Air National Guard as a public affairs writer. He splits his time between Ohio and Florida.