Scale Up Your Finances Executive Coaching with Estate Planning, Money Makeover, Business Strategy, and Tax Reduction Plan

This executive strategic plan includes:

Comprehensive Estate Planning Review: outline of all people and entities who will be involved in the estate plan (this is like building a family tree for the business of sorts) plus all assets, power of attorney needs, and succession / inheritance wishes.

Money Makeover: budget analysis for maximum tax benefits; debt reduction for maximum cashflow and wealthbuilding, real estate investing, homeownership, refinancing options; credit review;  and estate/insurance planning recommendation.

Business Strategy via the Master Achievement Plan:  a blueprint to expand and sustain your business.

Tax Reduction and Planning Assessment 

Initial Consultation is 90 minutes.  Followup Consultation is 90 Minutes,  Execution Phase is 60 Days.  

Comes with 10 books and 6 online classes. 

No Refunds.