What's Financial Planning & Coaching?

This is our white glove, Done-For-You, offer with very limited availability. Perfect for business owners  who understand the importance of proactively managing their finances, but don't have the time, energy, or desire to do it all by themselves. 

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Think of us as your virtual CFO. We will help you build, communicate and coordinate the implementation of your customized financial plan with the rest of your money management team (accountant, bookkeeper, attorney, administrator, etc).

Below you will find what is included in our enterprise package. From educational material, to personal and business planning, wealth management, and some amazing bonuses. We have what you need to thrive financially!    

 

Education Resources

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• All New Money Millionaire Education Program Resources to empower your fiscal decision-making skills and reasoning.

 

Personal Financial Planning

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• FULL Access to Your Personal Finance Team will give you peace of mind knowing that you have a team of highly qualified professionals that specialize in managing wealth and mitigating financial risk, and are legally bound to make recommendations in your best interest.

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• 4 (At Least) Initial Meetings with a Certified Financial Planner TM and Fiduciary to provide structure and framework in the creation of your authentic action plan.

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• 4 One-On-One Momentum Meetings to keep you on track, accountable, inspired, and in alignment with your higher vision.

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• 2 Money Meltdown Calls because we all feel overwhelmed and stressed out at some point and just need somebody to talk to who fully understands you and your situation.

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• Full Access to the Industry-Leading, Powerful, and Intuitive, Financial Planning Software, RightCapital that puts you in the driver's seat while managing your personal finances.

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• Customized Cash Management Plan to reduce stress and save time making routine money decisions while keeping you accountable to your long-term vision.

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• Goal-Based Financial Freedom Statistical Analysis to get a clear and simple understanding of where you currently stand in relation to your objectives. If you don’t know where you are, it’s difficult to get where you need to be.

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• Family Education and College Planning Strategies so the people important to you, yourself included, can pursue education through tax-advantaged vehicles.

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• Done-For-You Life Insurance Recommendations and Research to give you confidence that no matter what happens to you, your family, business, and philanthropic wishes will be taken care of financially.

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• Done-For-You Disability Recommendations and Research to protect your earning potential in case of disability.

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• Done-For-You Long Term Care Recommendations and Research to protect your nest egg from unexpected medical events.​

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• Personal or Business Customized Debt Payment Plan to confidently and strategically use other people's money to pursue and grow your dreams.

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• Written Financial Plan because if it’s not written down, your goals are merely a daydream. This will measure the statistical likelihood of you accomplishing your goals.

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• Financial Recommendations ties together your written financial plan and done-for-you services with a clear action plan so you have simple steps to increase the probability of accomplishing your goals.

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• One Complimentary Financial Assessment or Presentation for Loved Ones (Parents, Children, Family) to educate and provide value to the people you care about most so they can get on track financially and understand where you’re coming from on your quest to build wealth.​

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• Social Security Optimization Recommendations because you should be getting the most out of what you’re already paying into.

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• Monte Carlo Analysis to statistically predict the best and worst-case scenarios in regards to your investments so you know that the assumptions you’re making are reasonable and realistic.

 

Business Financial Planning

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• Business Incorporation and Entity Selection Recommendations to keep your business and personal income separate, reduce personal tax liability, and establish an entity with a legal shield so your personal assets are less at risk.

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• 12 Done-For-You (Monthly) Business Cash Flow Reviews and QuickBooks Review to help you stay on top of your business' financials, get proactive for taxes, avoid costly money mistakes, and make informed financial decisions.

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• Monthly Bookkeeping Review so you can maintain an accurate and comprehensive picture of your business's finances​.​

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• Monthly P&L Review  because understanding your business's bottom line is crucial towards making critical long term money decisions.

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• Quarterly Tax Planning and Bookkeeping Check-in to keep you in the loop, aware, and focused on your highest money priorities.

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• Semi-Annual Vision Meetings to make sure you stay on purpose with your money and remain crystal clear on your long-term vision and mission.​​

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• Family Workplace Benefits Analysis and Recommendations to ensure you and your family are not leaving money on the table and taking full advantage of employee benefits available.

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• How to Increase Income Brainstorm because once we dial in how to keep, grow, and protect your wealth, it only makes sense to consider how you can increase your income.​

 

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Wealth Management

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• Done-For-You Brokerage Account Application and Opening with Charles Schwab so you don’t accidentally click the wrong button when investing your money.

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• Done-For-You Company Brokerage Account to retain company profits with an inflation hedge strategy.

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• Done-For-You Portfolio Construction and Ongoing Portfolio Management so you don’t have to spend days or weeks trying to pick the “right” investment. Know that your money is being cared for by professionals as if you are family.

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• Quarterly Market Research Analysis Videos to increase your confidence as an investor by helping you connect the dots between your investments and the global economy.

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And a Team of Motivated, Like-Minded Entrepreneurs Ready to Serve and Support You!