Five for Five

The 7-Step Process for VIP Day

01

Get Organized

Streamline financial records into one comprehensive area—investments, savings, debt, taxes, legal documents, insurance.

Our VIP Wealth Strategy Day bridges the gap between financial confusion and financial control. Through this process, you'll navigate various financial topics that address key points of the money aspect of your life. We're with you every step of the way.

03

Establish Goals & Dreams

Identify short-term and long-term financial goals, from that Mercedes G-Wagon to private school tuition to early financial independence dreams.

05

Tax Strategy & Planning

We’ll identify legal tax strategies relevant to your situation, which could include maximizing deductions, minimizing tax liabilities, retirement strategies, and more.

02

Review Current Picture

Examine your net worth, savings, investments, and taxes to fully understand and optimize your existing financial situation.

04

Optimize Spend Plans

Streamline spending for maximum efficiency. We'll help set up tracking mechanisms and share management tips.

06

Investment Planning

We will teach you to navigate the investments you have (or don't have). We will recommend the most suitable strategies for each of your goals. You'll learn what to what to avoid and how to protect your money.

07

Implementation & Automation

We will help you execute the different wealth categories we go over so you don't have to worry about manual transactions every month.

Ongoing Support

After our VIP Wealth Strategy Day, you can opt for our ongoing financial planning service. This includes two semi-annual calls each year, regular email communications, and proactive roadmaps going forward.

08 - BONUS STEP

How you feel

A one-day experience that transforms how you manage, grow, and feel about your money

Your Investment

Access to a single comprehensive client portal where you can manage all your financial information at your fingertips (Value: $500).

One check-in call after the VIP Day to make sure you’re on track (Value: $350).

Assistance with setting up all relevant accounts and cash management tools (Value: $1,000).

Within days of our call, you will receive a Wealth Building Report. This document outlines what you can do to move forward with your finances. (Value: $2,500+)

TOTAL VALUE: Over $4,350+

One-time payment of $3,200

We can discuss options if you'd like to continue working together with an ongoing financial plan.

Get on track now so your wealth status grows later.

FAQS

You didn't come this far to stop

"Where there is no counsel, the people fall; But in the multitude of counsel there is safety."