Consulting Services
Ready to start your business but need help setting it up? Or do you have a business and you want to take it to the next level? Let us help you strategize the best steps to reach your business goals. We will help with developing a business plan and the business structure the best suites your needs. Our consulting services are designed to offer answers to your questions to positively influence your business or personal financial goals. There are currently three consulting options that are offered to help meet your financial needs.
Financial Coaching
The financial coaching program is designed to help you create a road map to reach your financial goals. We start with the end in mind and bridge the gap between where you are now to where you want to be in the future. During the sessions we will determine/review your budgets (income, expenses & debt), savings & investment options, and most importantly educate you on how money works to help you create new financial habits to achieve your financial goals.
This is ideal for individuals who are financially stable but looking for strategies to take them to the next level and create financial freedom.
Option 1
$600
Per month, USD (annual option available)
- Two 1 hour detailed strategy/Coaching sessions per month
- Email/texts questions in between meetings
- 2 months free with Annual option
- Discounts to firm events
Option 2
$2,500
Annual
- Initial 2 strategy sessions to setup the plan
- 11 half hour Monthly Maintenance meetings
- Email questions/support in between
- Discounts to firm events
Option 3
$1,500
Annual
- Initial 2 strategy sessions to setup the plan
- 4 half hour Quarterly Maintenance meetings
- 4 Email questions/support in between meetings
- Discounts to firm events