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Live More. Love More. Leave More.
Build Wealth You Can Access… And Trust
Learn the exact framework that took my family from an average financial future, to multiple 6-figures of accessible cash and over $21.7 million in generational wealth.
Discover how to keep, grow, and control more of your money using Whole Life Insurance and the Infinite Banking Concept, so you can fully enjoy life and build the legacy you were made for…without guesswork or settling for less than you deserve.
AS SEEN IN
Live More. Love More. Leave More.
Build Wealth You Can Access… And Trust
Learn the exact framework that took my family from an average financial future, to multiple 6-figures of accessible cash and over $21.7 million in generational wealth.
Discover how to keep, grow, and control more of your money using Whole Life Insurance and the Infinite Banking Concept, so you can fully enjoy life and build the legacy you were made for…without guesswork or settling for less than you deserve.
AS SEEN IN
Live More. Love More. Leave More.
Build Wealth You Can Access… and Trust
Learn how to keep, grow, and control more of your money so you can enjoy life fully and build the legacy you were made for…without guilt, guesswork, or stress.
YOU EARN GOOD MONEY…NOW IT’S TIME TO BUILD LASTING WEALTH.
You’re taking the vacations, driving nice cars, and investing, but still wonder if your money could be doing more for you.
You’re curious if there are wealth-strategies that you should be using, but you’re not sure who to trust or where to start.
You want to maximize your money for the people who count on you, but you’re not willing to risk the wealth you’ve already built.
Well, you’re in the right place.
Imagine a financial framework aligned with your goals and your real life, using proven strategies that are simple to learn, powerful to implement, and with guarantees now and for generations to come.
YOU EARN GOOD MONEY…NOW IT’S TIME TO BUILD LASTING WEALTH.
You’re taking the vacations, driving nice cars, and investing, but still wonder if your money could be doing more for you.
You’re curious if there are wealth-strategies that you should be using, but you’re not sure who to trust or where to start.
You want to maximize your money for the people who count on you, but you’re not willing to risk the wealth you’ve already built.
Well, you’re in the right place.
Imagine a financial framework aligned with your goals and your real life, using proven strategies that are simple to learn, powerful to implement, and with guarantees now and for generations to come.
When Doing Everything Right Still Doesn’t Feel Like Enough
I’m Shalaree Lamboy, a wife, mom, business owner, and financial guide with 12 years in the financial services industry. I’ve been where you might be now: making good money, doing all the “right” things, but still feeling financially fragile. After watching our investments take major hits during multiple market downturns, I knew I couldn’t keep relying on guesswork or someone else’s plan for my family’s future.
That’s when I discovered a system rooted in financial principles that have stood the test of time, using the 150+ year proven safety record of whole life insurance, and the concept of Infinite Banking. It gave me the financial foundation of clarity, control, and confidence. Now, I help other families and founders experience the same.
Already winning, but want to maximize what you’ve built?
If you’re ready to turn income into lasting wealth, I’m your gal.
"If working with Shalaree was any more fun, it would be illegal!"
When Doing Everything Right Still Doesn’t Feel Like Enough
I’m Shalaree Lamboy, a wife, mom, business owner, and financial guide with 12 years in the financial services industry. I’ve been where you might be now: making good money, doing all the “right” things, but still feeling financially fragile. After watching our investments take major hits during multiple market downturns, I knew I couldn’t keep relying on guesswork or someone else’s plan for my family’s future.
That’s when I discovered a system rooted in financial principles that have stood the test of time, using the 150+ year proven safety record of whole life insurance, and the concept of Infinite Banking. It gave me the financial foundation of clarity, control, and confidence. Now, I help other families and founders experience the same.
Money doesn’t have to feel heavy. If you're ready for clarity, confidence, and a strategy that actually works—I'm your gal.
"If working with Shalaree was any more fun, it would be illegal!"
You earn great money...but wake up wondering where it all went.
That’s why I am sharing a system that will…
1. Shift you from chaos to calm with a process that takes just 3 minutes a month, yet can add hundreds of thousands—often millions— in lifetime value.
2. Build a financial framework aligned with your goals, using proven strategies that are simple to learn and powerful to implement.
3. Redefine what financial freedom looks like for you.
This is not another budget or spreadsheet. It’s a permission slip to build wealth in alignment with your values and your real life.
Because “financial freedom” isn’t just about retirement…
It’s about having enough accessible money to breathe right now.
"As an investor/real estate developer for over 30 years, I was not fully aware of how powerful life insurance could be as a financial tool. Once I discovered it, I still wasn’t sure how to make it work for me, how to choose the right policy, or who I could trust. After talking to multiple people, I knew Shala was the right person to work with. When she visits our home, my kids call her ‘the Queen’ because we like her so much. She opened our eyes to how to use life insurance for my family and business while I’m still living. Her knowledge and guidance have helped me create a solid, flexible foundation for both my family’s security and our future."
Russ & Rosie
What happens when your money starts working for you
Reduce Pressure
Ease financial stress with a framework that puts you in control, so you can stop second-guessing and start feeling secure about your future.
Accessible Wealth
Grow wealth that’s not just for “someday,” but available when life happens, so you’re ready for both the expected and the unexpected.
Peace of Mind
Create certainty with clear strategies and built-in guarantees, giving you confidence in every financial decision you make.
Lasting Legacy
Design a future where your values live on, building wealth that supports your family, your goals, and the impact you want to leave behind.
Most people think building wealth is about income.
Truth is, it’s about what you keep and how you keep it.
CAN YOU answer the 5 most important financial questions?
Inside the trainings, you’ll discover The 5 Questions Every Wealth-Confident Person Can Answer:
What passive income do I actually need to live the life I desire?
How much should I be saving to achieve my passive income goals?
How much should I be holding in cash reserves for protection and opportunities?
Is where I store money working for or against me, to maximize the benefits I deserve?
Are my financial habits strong or are they stealing my peace?
It’s time to replace 'maybe' with measurable results.
Built on the proven Tough Money Framework, this isn’t theory, it’s a toolset for confident financial living. Trusted by the largest real estate company and their top earners, recommended in Private wealth communities & relied on by Business owners and families across America.
Most people think building wealth is about income.
Truth is, it’s about what you keep and how you keep it.
CAN YOU answer the 5 most important financial questions?
Inside the trainings, you’ll discover The 5 Questions Every Wealth-Confident Person Can Answer:
What passive income do I actually need to live the life I desire?
How much should I be saving to achieve my passive income goals?
How much should I be holding in cash reserves for protection and opportunities?
Is where I store money working for or against me, to maximize the benefits I deserve?
Are my financial habits strong or are they stealing my peace?
It’s time to replace 'maybe' with measurable results.
Built on the proven Tough Money Framework, this isn’t theory - it’s a toolset for confident financial living. Trusted by the largest real estate company and their top earners , recommended in Private wealth communities & relied on by Business owners and families across America.
The “Live Your Legacy” system will show you how to:
Keep an extra $1.5 million by changing how you think
Understand the best place to store large amounts of liquid cash
Implement the billion dollar banking secret for your own family
Use one tool (yes, whole life insurance) to get 8 financial benefits, giving your dollars more than one job
Build Multi-Dimensional Money: Money that shows up for you now, later, and when you’re gone.
The “Live Your Legacy” system will show you how to:
Keep an extra $1.5 million by changing how you think
Understand the best place to store large amounts of liquid cash
Implement the billion dollar banking secret for your own family
Use one tool (yes, whole life insurance) to get 8 financial benefits, giving your dollars more than one job
Build Multi-Dimensional Money: Money that shows up for you now, later, and when you’re gone
What My Clients Say
"We are very successful at running our auto repair business and have other income producing activities, but we weren’t sure what our financial future looked like. Since working with you we have increased our cash flow, and we are so grateful you have given us the tools to grow our wealth without risk."
"Certain traditional ways of banking and “planning for the future” are often overly complex and yield mediocre results. Thanks to Shalaree we have a new outlook on financial strategy and how to better manage and plan our wealth. Boring money stuff aside, If working with Shalaree was any more fun, it would be illegal!"
"I am a business owner and decided to work with Shalaree to ensure I was spending my dollars wisely. After her Wealth Snapshot course, I was able to clearly see an empowering future, confident in my finances. And I just love listening to her, she has wonderful energy!"
Darlene and Marco Decinti
Business Owners
John Grimm
Engineer
Susan Cooley
Business Owner
What My Clients Say
"We are very successful at running our auto repair business and have other income producing activities, but we weren’t sure what our financial future looked like. Since working with you we have increased our cash flow, and we are so grateful you have given us the tools to grow our wealth without risk. Thank you for helping us get out of debt without working any harder.
Darlene and Marco Decinti
Business Owners
"Certain traditional ways of banking and “planning for the future” are often overly complex and yield mediocre results. Thanks to Shalaree we have a new outlook on financial strategy and how to better manage and plan our wealth. Boring money stuff aside, If working with Shalaree was any more fun, it would be illegal!"
John Grimm
Engineer
"I am a business owner and decided to work with Shalaree to ensure I was spending my dollars wisely. After her Wealth Snapshot course, I was able to clearly see an empowering future, confident in my finances. And I just love listening to her, she has wonderful energy!"
Susan Cooley
Business Owner
This is about more than money.
It’s about freedom. It’s about peace.
Financial certainty isn't about restriction - it's about intentionally directing your resources toward what matters most to you. You’re not just hoping for financial peace. Here, we empower you to actively create it - with clarity, intention, and the real luxury of financial certainty. You have that power in your hands right now. This small investment of time can literally change the trajectory of your financial future.
This is about more than money. It’s about freedom. It’s about peace. It’s about finally making your income work for you. Let’s make your next financial chapter your most powerful one yet.
This is about more than money. It’s about freedom. It’s about peace. It’s about finally making your income work for you. Let’s make your next financial chapter your most powerful one yet.
CONTACT
9625 Mission Gorge Rd B-2 #121,
Santee, CA 92071
619-923-4711
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