ALL IN FOUR EASY STEPS

Lower your tax bill, automate work
you don’t enjoy, & stress less.

1

Goals

  • You should never feel like "success" can only happen for other people. Clarifying your goals keeps you from feeling stuck, no matter where you're starting from today.

  • We help you define your goals for business, your career, how much you’re spending or investing in your future, and tax savings.

  • We create definitions around your goals, so they move from “feelings” to achievable outcomes.

  • We revisit them throughout the year to ensure life or market adjustments are accounted for.

  • You’ll have a safe, judgment-free environment to share the experiences you truly want to achieve.

2

Key Success Indicators

  • Make sense of the key numbers in your business and personal finances that really have an impact.

  • See exactly how your specific numbers are helping or hurting your progress.

  • Know what adjustments can be made so you can reach your goals faster.

Example: How will having a 6-months cash reserve make your daily stress better?
Example: What can your debt numbers, compared to your income numbers, mean to potential lenders?
Example: How should your current profit margins impact your business goals for the next 6 months?

3

Threats

  • We’ll uncover the things that could block better results in your business & financial life.

  • We’ll review the 9 Major Threats categories that could have the largest impact.

  • We’ll implement neutralization strategies, so you know you’re as prepared as possible.

4

Action plan

  • We’ll identify potential action items that will lead to tangible results.

  • We’ll assign priorities and timelines, so you realize progress as quickly as possible.

  • Your advisor will manage action items each month.

  • Your Action Plan will increase the time you can focus on the things you love, because we’ll be helping with the rest.