Wealth University
VIP Financial & Business Blueprint
VIP Financial & Business Blueprint
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This executive-level strategy package is perfect for professionals, entrepreneurs, and legacy builders. It includes a full-scale review and implementation plan designed to optimize your financial situation, grow your business, and secure your long-term wealth.
What's Included:
Money Makeover
• Budget overhaul for maximum tax benefit
• Debt reduction strategy to improve cashflow
• Homeownership and refinancing guidance
• Real estate investment positioning
• Credit report review and score-building strategy
• Insurance and estate protection recommendations
Business Strategy: Master Achievement Plan
• Personalized business blueprint for growth
• Revenue stream mapping
• Structural planning (LLC, partnership, etc.)
• Operations and sustainability planning
Tax Reduction & Planning Assessment
• Strategic tax positioning
• Schedule C deductions
• Long-term tax planning outlook
Comprehensive Estate Planning Review
Define the key people/entities in your wealth plan
• Map out your asset inventory
• Outline inheritance and succession goals
• Review power of attorney needs and will preparation strategy
Bonuses:
• Access to financial & business books
• Online masterclasses
The Financial & Business Blueprint package includes the following meetings and total time commitment:
Initial Consultation – 45 minutes
An introductory session to assess your financial health and discuss your goals.
Follow-Up Consultation – 60 minutes
A deep dive into the recommendations and strategies based on the initial consultation.
Execution Phase – 6 months to a year with additional fees for other services not listed.
During the execution phase, you will have ongoing guidance and support to implement your customized financial and business strategy. This phase includes periodic check-ins and follow-ups to track progress and ensure proper implementation.
Ongoing support during the execution phase.
This package is designed to give you comprehensive, actionable strategies for optimizing your financial situation and growing your business, with the necessary guidance and follow-ups to ensure success.
No Refunds!!
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