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Financial Planning
Step 1: Choose A Customized Approach
Only pay for the services you need and use.
This contract is for 12-month period, or a mutually agreed upon date.
All payments for services will be collected only after service has been performed.
Jumpstart your journey with our Financial Boot Camp, a focused 4-week intensive program designed to provide you with practical skills and insights to strengthen your financial literacy, aiming to provide you with a solid foundation to grow from. Sign-up today and take the first step toward a healthier financial future.
Our White Glove Service is designed specifically for accredited investors, providing them with access to tax strategies and investment opportunities, including alternative investments, that are not available to other consumers. The service includes a thorough analysis of the your financial situation, the application of specialized tax strategies, and regular monitoring and adjustments to ensure compliance and alignment with current laws and regulations.
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Step 3: Start Your Financial Planning Journey
Everyone's journey will look different, but here are some common financial conversations topics we have during consultations:
Financial Stability & Flexibility
Financial Wellness Check
Account Choice Optimization
Investment Portfolio Review
Tax Strategizing
Asset, Income, and Legacy Protection
Financial Risk Analysis
Basic Estate Plan
Portfolio Shock Tests
Investment & Retirement Planning
Creating a Personal Investment Statement
Retirement Timing Plan
Retirement Withdrawal Plan
Optimizing Your Future
Review of ROI on your Time
Specific Life Event Plan
Physical or Mental Health Prioritization Plan
Building Better Financial Habits
Spending Review
Debt Plan
Credit Plan
Savings Strategy Plan
Increasing Your Income
Career Exploration Plan
Side-Hustle Plan
Employment Package Comparisons
Benefits Selection Assistance
Professionalizing Your Business
New Business Plan
Benefit Package Design
Business Streamlining and Liability Reduction Plan
User-Friendly Online Financial Planning Platform
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Year-Round Financial Emergency Support
Year-Round Emergency Financial Support" refers to our commitment to providing clients with responsive assistance for unexpected financial challenges at any time throughout the year. This service ensures that clients can access guidance and tailored financial solutions whenever unforeseen circumstances arise, whether it's a sudden medical expense, urgent home repairs, or unexpected income loss. Our goal is to offer peace of mind by being a dependable resource in moments of financial stress, providing the support needed to navigate emergencies effectively. Clients shouldn't have to worry about getting additional fees for additional consultations in times of need and that's why this service is included in all financial plans complimentary. However, this service is not unlimited, and we reserve the right to end the service if it is abused.