Wealth Programs

DIY Service Outline

I will provide the following service for a flat fee of $147.

  • One free up to 20-minute consultation to see if the DIY or DFY is best for your situation.
  • Receive PDF templates of all resources on the website.
  • All 10 Driver’s in a 3″ x 5″ or 5″ x 7″ ebook or paper book for referenc.
  • Instructions for completing your plan.
  • Recommendations & Resources for your particular needs.
  • Sample One Month Budget as part of the ebook or paper book.
  • Tips to save more each month – part of ebook.
  • Sample growth of their investments over 5, 10, 15 and 20 years.
  • Sample way to grow their wealth by $12,600 over the next 5 years.
  • Plan to get you up and running within 40 days.

Done For You Service Outline

I will provide the following services for a flat fee of $497.

  • Setup DFY plan ~ create an intake worksheet for customer and me to complete.
  • Advice on paying off credit cards.
  • All services in the DIY Program
  • Expanded Monthly Budget in worksheet & PDF format.
  • Reminder Note Cards for home and car.
  • 3 ~20-minute phone or GoTo Meeting conversations
    • Call #1 ~ Explore their situation (I need to create an interview form).
      • Have them complete:
        • Savings Worksheet
        • Monthly Budget
        • Wealth Building Contract
        • What Does Financial Independence mean worksheet
        • End Goal Worksheet.
    • Call #2 ~ Review plan I created and provide next steps for them to implement their plan.
      • Call #3 ~ Check in to see if they carried out the recommendations.
    • Deliver documents in PDF format.
    • 30,000 foot view.