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What's Financial Planning & Coaching?

Financial planning is a collaborative process that helps maximize a client’s potential to meet life goals through financial advice that integrates relevant elements of a client's personal and financial circumstances.

 

If you seek a more personalized approach to creating and executing a customized financial plan and would benefit from speaking to a real human about your goals and current situation, consider one of our personalized financial planning options below.

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New Money Millionaire Planning Program Overview

The New Money Millionaire Planning program is a 12-month done-with-you service that puts you in the driver's seat. We hand over all the tools and resources available to our financial advisors, but we'll be here to help guide and coach you throughout the entire planning process.

This program is perfect for motivated high achievers. If you are an entrepreneur who’s just getting started and wants to build a business with a solid financial foundation OR you are a hardworking professional looking to strategically attack your financial freedom goals, this program is for you! 

 

Education Resources

 

Personal Financial Planning
  • 3 One-On-One Meetings With An Experienced Financial Advisor to co-create and implement a clear, simple, and automated financial plan.

  • 2 One-On-One Momentum Meetings to keep you on track, accountable, inspired, and in alignment with your higher vision.

  • 1 Money Meltdown Call for when life throws you an unexpected curveball.

  • Full Access to the Industry-Leading, Powerful, and Intuitive, Financial Planning Software, RightCapital that puts you in the driver's seat while managing your personal finances.

  • Spending Plan Creation Handholding and Cash Flow Analysis so every dollar you earn has a purpose in line with your higher vision.

  • Goal-Based Financial Freedom Statistical Analysis to improve clarity around your financial objectives. If you don’t know where you are, it’s harder to get where you need to be.

  • College and Education Funding Recommendations and Strategies so money doesn't get in the way of you or your family's educational goals.

  • Life Insurance Analysis and Recommendations to protect your family and loved ones.

  • Disability Insurance Analysis and Recommendations to protect your earning potential.

  • Long Term Care Analysis and Recommendations to protect your nest egg from unexpected medical events.

  • Workplace Benefit Analysis to capitalize on any available company-sponsored benefits and planning opportunities.

  • Social Security Optimization to get back the most you possibly can from the government.

  • Monte Carlo Analysis to help realistically project investment returns over time.

Business Financial Planning

  • Business Structure and Entity Selection Recommendation to decrease legal and tax liabilities.

  • Done-with-you Business Retirement Planning so you don’t have to rely on your business’s income for life.

Wealth Management

  • Done-With-You Brokerage Account Application and Opening with Charles Schwab so you don’t feel overwhelmed when opening and setting up your accounts accidentally click the wrong button when investing your money.

  • Done-With-You IRA Account Application and Opening with Charles Schwab so your money is working for you in a tax-advantaged account.

  • Customized Portfolio Construction and Investment Recommendations so you can confidently employ your money and grow your wealth.

  • Quarterly Market Research Analysis Videos to increase your confidence as an investor by helping you connect the dots between your investments and the global economy.

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Enterprise Financial Planning Package Overview

This is our white glove, Done-For-You, offer with very limited availability. Perfect for business owners looking to regain control of their business and personal finances. Or, business owners who understand the importance of proactively managing their finances, but don't have the time, energy, desire, or discipline to do it themselves.  

 

Education Resources

 

Personal Financial Planning
  • FULL Access to Your Personal Finance Team will give you peace of mind knowing that you have a team of highly qualified professionals that specialize in managing wealth and mitigating financial risk, and are legally bound to make recommendations in your best interest.

  • 4 (At Least) Initial Meetings with a Certified Financial Planner TM and Fiduciary to provide structure and framework in the creation of your authentic action plan.

  • 4 One-On-One Momentum Meetings to keep you on track, accountable, inspired, and in alignment with your higher vision.

  • 2 Money Meltdown Calls because we all feel overwhelmed and stressed out at some point and just need somebody to talk to who fully understands you and your situation.

  • Full Access to the Industry-Leading, Powerful, and Intuitive, Financial Planning Software, RightCapital that puts you in the driver's seat while managing your personal finances.

  • Customized Cash Management Plan to reduce stress and save time making routine money decisions while keeping you accountable to your long-term vision.

  • Goal-Based Financial Freedom Statistical Analysis to get a clear and simple understanding of where you currently stand in relation to your objectives. If you don’t know where you are, it’s difficult to get where you need to be.

  • Family Education and College Planning Strategies so the people important to you, yourself included, can pursue education through tax-advantaged vehicles.

  • Done-For-You Life Insurance Recommendations and Research to give you confidence that no matter what happens to you, your family, business, and philanthropic wishes will be taken care of financially.

  • Done-For-You Disability Recommendations and Research to protect your earning potential in case of disability.

  • Done-For-You Long Term Care Recommendations and Research to protect your nest egg from unexpected medical events.

  • Personal or Business Customized Debt Payment Plan to confidently and strategically use other people's money to pursue and grow your dreams.

  • Written Financial Plan because if it’s not written down, your goals are merely a daydream. This will measure the statistical likelihood of you accomplishing your goals.

  • Financial Recommendations ties together your written financial plan and done-for-you services with a clear action plan so you have simple steps to increase the probability of accomplishing your goals.

  • One Complimentary Financial Assessment or Presentation for Loved Ones (Parents, Children, Family) to educate and provide value to the people you care about most so they can get on track financially and understand where you’re coming from on your quest to build wealth.

  • Personal Tax Preparation and Filing so you can focus on your life’s passion, but feel confident you're still taking care of business.

  • Social Security Optimization Recommendations because you should be getting the most out of what you’re already paying into.

  • Monte Carlo Analysis to statistically predict the best and worst-case scenarios in regards to your investments so you know that the assumptions you’re making are reasonable and realistic.

 

Business Financial Planning
  • Business Incorporation and Entity Selection to keep your business and personal income separate, reduce personal tax liability, and establish an entity with a legal shield so your personal assets are less at risk.
  • 12 (monthly) Business Cash Flow Reviews and QuickBooks Review to help you stay on top of your business' financials, get proactive for taxes, avoid costly money mistakes, and make informed financial decisions.
  • Quarterly Tax Planning and Bookkeeping Check-in to keep you in the loop, aware, and focused on your highest money priorities.
  • Semi-Annual Vision Meetings to make sure you stay on purpose with your money and remain crystal clear on your long-term vision and mission.

 

  • Business Tax Preparation and Filing so you can spend time working on your business and not be bogged down with yucky taxes.

  • Done-For-You Business Retirement Planning so you don’t have to rely on your business’s income for life.

  • Business Bookkeeping with QuickBooks Setup and Assistance because many business owners are not skilled in this vital task, and not doing it correctly will cause a world of headaches.

  • Payroll for Up to 3 Employees or Contractors to free up time when compensating your team.

  • Family Workplace Benefits Analysis and Recommendations to ensure you and your family are not leaving money on the table and taking full advantage of employee benefits available.

  • How to Increase Income Brainstorm because once we dial in how to keep, grow, and protect your wealth, it only makes sense to consider how you can increase your income.

  • Done-For-You Company Sponsored Retirement Plan (NOT Just Your Basic SEP or IRA) to help you save on taxes, keep more of your profits, and ultimately de-risk your ability to generate income in the future.

 

Wealth Management
  • Done-For-You Brokerage Account Application and Opening with Charles Schwab so you don’t accidentally click the wrong button when investing your money.
  • Done-For-You Company Brokerage Account to retain company profits with an inflation hedge strategy.
  • Done-For-You Portfolio Construction and Ongoing Portfolio Management so you don’t have to spend days or weeks trying to pick the “right” investment. Know that your money is being cared for by professionals as if you are family.

  • Quarterly Market Research Analysis Videos to increase your confidence as an investor by helping you connect the dots between your investments and the global economy.

  • Team of Motivated, Like-Minded Entrepreneurs Ready to Serve and Support You!

Need more details?

We are here to assist. Contact us by phone, email or via our social media channels.

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