VIP Wealth Strategy Day

The 7-Step Process for VIP Day

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 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 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

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 calls 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: $3,000).

Within days of our call, you will receive a Financial Review. This document outlines what you can do to moving forward with your finances. (Value: $4,500+)

TOTAL VALUE: Over $8,350+

One-time payment of $3,500

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

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."