Financial Coaching and Mentorship
Here’s a closer look at what’s included in our coaching and mentorship programs:
Silver ($499)
This entry-level program includes:
- Seminars on demand
- Access to online guidance, webinars, newsletters, videos
- Legacy assessment analysis
- Review of current financial strategies
- Review of current financial strategies
- 1040 and 1120 tax return review by a tax professional
- Life, long-term care, and disability insurance analysis
- College tuition analysis (for sophomores-seniors in high school)
- Financial strategies for building a confident financial future
Gold ($799)
Includes all Silver Level benefits plus a formal assessment of your current legal, asset protection, proactive tax strategies, and risk mitigation. This includes:
- Determining if you may be paying too much in taxes
- Determining potential vulnerabilities to negligent litigation
- Review or creation of your living trust
- Review or create your long-term care strategy
- Review or creation of your (Sandwich Generation) eldercare strategy
Platinum ($999)
Includes Silver and Gold levels, plus specific recommendations to address potential flaws in your current strategy. A typical recommendation memo is 8-12 pages long. This includes:
- Specific steps to help protect assets from creditors
- If needed, a real estate strategy design
- Recommended tools designed to help avoid large market downturns
- Recommendations on how to potentially minimize taxes
- A customized financial strategy, including income for life blueprints
