As a business owner, you love making sales and helping your clients achieve their goals.
And you have seen incredible success in your business, too.
Although more success often equals more money, more money can mean more decisions.
If you are feeling overwhelmed by not having a plan for your money or your future, especially as your business continues to grow, then a Wealth Strategy Day is for you.
You want to get ahead with money, but you already feel behind
You feel ready to invest, but you don’t know where to start
You lack confidence when making big personal and business financial decisions
You would rather be spending more time doing what you do best, not managing your money
You find yourself hoping you’ll experience the fruits of your labor instead of knowing
You are unsure of where your money is going and why your savings account isn’t growing
You are making six or seven figures, but you don’t necessarily feel wealthy
As a successful business owner, you simply cannot have more than one day job. That’s why managing your finances is mine, so you can focus on what you do best: building your business and living a life you love.
As a successful business owner, you simply cannot have more than one day job. That’s why managing your wealth is mine: so you can focus on what you do best. Together, we can make your money work as hard as you do.
You have the ability to get ahead. You just need someone on your side to help you get there.
A Wealth Strategy Day is a full day dedicated towards designing your future.
What that means to you will get a personalized plan for protecting and building your wealth.
The real value is you will have certainty in your financial decisions knowing your money is working as hard as you do.
Fill out the application and book your free 30-minute wealth collaboration call to get started!
On your Wealth Strategy Day we will create and implement a plan that is aligned with your biggest dreams and desires.
After completing your Wealth Strategy Day, you will receive your full comprehensive wealth strategy, 2 months of ongoing support, and a 30-minute wrap up call.
The fun doesn't have to stop there!
All wealth strategy clients have opportunity to opt-in to our full-time services which includes ongoing wealth strategy and investment management. Click here to learn more!
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This, my friend, is the power of financial freedom. That’s the picture you want to see, isn’t it?
Picture this. I can see you now.
It’s Saturday morning. Sunlight streams in as you sip your coffee on the couch. You open your laptop, not to answer emails, but to browse dream vacation destinations. Upscale hotels, gourmet meals, adventures that create lasting memories - you’re planning the ultimate European getaway for your family.
A smile spreads across your face. Remember the days you never thought a month-long escape was possible? Now, financial worries are a thing of the past. You have complete clarity on your finances - where your money is, where it's going, and what incredible experiences it can unlock.
Before heading off to brunch with your family, you confidently click "book now."
Other firms onboard clients over a 3-6 month period which is far too long when designing and implementing an investment and wealth strategy. Time, not money, is your greatest asset.
Entrepreneurs value efficiency. Wealth Strategy Days are designed to collapse time. As your personal wealth strategist, I help you take quick decisive action so that you can make your money work as hard as you do even faster.
Your personalized wealth strategy includes a clear review of where you are today, where you want to be, and the specific action items to implement in order to accelerate your wealth.
On your Wealth Strategy Day we will discuss if ongoing investment management and wealth strategy is right for you.
You can learn more about these additional services here.
We offer a special discount for military families. If you or your spouse are currently serving or have served, please be sure to notify us.
Is my financial information safe with you?
Are you a fiduciary?
Do you offer payment plans for the Wealth Strategy Day?
If I can no longer make my Wealth Strategy Day,
can I reschedule?
I am currently working with a financial advisor, but they do not provide these services. Is it possible to have two advisors?
I/my spouse/partner works a 9-5 without a very flexible schedule. Can you accommodate evening or weekend appointments?
Neither myself, nor my spouse/partner, is an entrepreneur. Can we still work with you?
I am an entrepreneur, but my spouse/partner is not. Can we both join the Wealth Strategy Day?