Does This Sound Like You?

• Your savings account doesn't reflect your income level
  

• Tax planning and cash flow management weren't part of your entrepreneurial or professional dream
  

• You're unsure if your spending habits are helping or hurting you
  

• Income fluctuates wildly month to month with no clear pattern
  

• Financial decisions feel overwhelming and paralyzing

• You know you should invest but haven't taken action

• You working hard to make a difference, not to drown in financial stress and uncertainty.

You're Making Six Figures But...

After VIP Wealth Strategy Day

Your Financial Transformation

Before VIP Planning Day

Feeling calm with organized, clear, and completely controlled finances

Knowing exactly where every dollar goes, what's saved, and what's invested

Having systems for informed decisions based on strategy, not guesswork

Seeing clear paths to dream house, college fund, and comfortable retirement

Feeling confident, empowered, and in complete control of your financial freedom

Feeling behind despite high income, constantly playing catch-up with finances

Wondering constantly where money goes and how to plan investments

Spending more time on finances than focusing on clients and growth

Stuck in cycles of financial stress, uncertainty, and decision paralysis

Struggling daily with taxes, inconsistent cash flow, and inadequate savings

Our Comprehensive 7-Step Process

01

Get Organized

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

Our VIP Wealth Strategy Day bridges the gap between financial confusion and financial freedom. Through this proven process, you'll navigate from frustration to clarity and confidence. 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 Budgets

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

06

Investment Planning

We will help you execute our investment recommendations and automate. That way, you don't have to worry about manual transactions every month. We will recommend the most suitable investments for each of your goals. You'll learn what to buy, what to avoid, and how to protect yourself from overpriced or unsafe investments.

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.

Implementation & Automation

After our VIP Wealth Strategy Day, you can opt for our ongoing financial strategy service. This includes two semi-annual calls each year, regular email communications, and handling your finance tasks..

08 - BONUS STEP

VIP Wealth Strategy Day

What is VIP Day?

It's a focused day to organize and strategize your finances effectively. The VIP Wealth Strategy Day is not a comprehensive financial plan. However, to design the right stock/bond mix for you, we will look at many pieces of your financial life, including:

• tracking spending and your rainy day (emergency) fund;

• life, disability, and umbrella insurance (with additional property & casualty insurance advice included in the write-up);

• tax-saving opportunities, including maximizing contributions to tax-advantaged accounts and tax-efficient distribution strategies in retirement;

• Social Security retirement benefit claiming strategies;

• living off your portfolio in retirement (i.e., sustainable distribution rates); and

• ensuring you have completed your estate planning.

Who is it for?

This service is ideal for new clients seeking clarity in their financial planning.

What will I gain?

You will gain confidence in managing your finances, along with clear strategies for achieving your financial goals. The VIP Wealth Strategy Day shows you – in plain English – what you can do to meet your financial goals.

In addition to providing you with a model of a simple investment plan that you can implement yourself, we look at other important areas of your financial life.

This not only helps us create a well-informed investment plan for you, but also sheds light on some financial blind spots you might have missed.

How long does it take?

The VIP Day typically lasts about six to eight hours.

What should I prepare?

Bring your financial documents and any relevant questions to optimize our session. I'll send you a list of things once you sign-up.

The VIP Wealth Strategy Day works best for self-motivated people who want to manage their own investments. By not hiring a financial advisor to check each box of their financial to-do list, people can save money with this easy and quick financial review. This day is for those who need a place to get on the right track, which I can help you do. Afterwards, you have the choice of taking it from there or continue our relationship.

Am I the right fit?

Your Investement

Service title

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

Two check-in calls after the VIP Day to make sure you’re on track (Value: $700).

Assistance with setting up all relevant accounts and cash management tools (Value: $3,000).

Within days of our call, you will receive a write-up. This document outlines what you can do to improve your finances. (Value: $7,000+)

TOTAL VALUE: Over $11,200+

One-time payment of $3,500 for the VIP Day.

If you’d like to continue working with me , it’s an optional $625/month ongoing.

Payment Plan Options: You can choose to pay in full or opt for a 6 or 12-month payment plan.

YOU RECEIVE:

Contact

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."