Jeff Mount spent twenty-five years in the financial services business and attained numerous awards including “Innovator of the Year.” Jeff has been published in many popular financial media outlets including “Global Banking and Finance,” “Forbes,” “Best Company,” “FinTec Buzz,” and is a monthly columnist with “Newsmax Finance.” Jeff was interviewed by Tracy Weslosky, CEO of Investor Intel, to which Tracy proclaimed, “Jeff was one of the most entertaining interviews I have ever done.” “Visualize your financial future in ten minutes or less.” Jeff Mount, President of Real Intelligence LLC, has been disrupting the financial planning community by introducing a financial planning experience that is so intuitive, advisors can engage in strategic conversations in just minutes with investors. Do-it-yourself investors will also appreciate the Dynamic Map tool to help them set realistic goals for each of life’s major expenses. The “Dynamic Map” is a free download from either the Apple store or Google Play and is introduced during his keynote and workshop presentations. The combination of this tool and a Dynamic Map approach to strategy and investing can help families achieve financial independence and/or pursue their family purpose.


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