The WEALTH Blueprint for Corporate Creators
If you do not pay in full, this is a monthly subscription for $249. You can cancel at any time. WEALTH BLUEPRINT FOR CORPORATE CREATORS What's Included: Money Makeover • Budget overhaul for maximum tax benefit • Debt reduction strategy to improve cashflow, decrease taxes and keep more money iny your pocket • 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 - transforming each skill into multiple income streams - optimizing social and commerce platforms • Structural planning (LLC, partnership, etc.) • Operations and sustainability planning Tax Reduction & Planning Assessment • Strategic income shifting • Tax deduction optimization • Pre-tax Analysis and Planning 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 Resources • Access to financial & business books • Online masterclasses The Financial & Business Blueprint package includes the following meetings and total time commitment: Initial Consultation – 60 minutes An introductory session to assess your financial health and discuss your goals. Follow-Up Consultation – 90 minutes A deep dive into the recommendations and strategies based on the initial consultation. Execution Phase – 12 Months 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 is provided during the execution phase; however specialized services require additional fees (tax preparation and planning, legal services, trademark registration, business setup, etc). 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. Not included: None of the career programs are included: Lynn Richardson's Financial Coaches Bootcamp, Author's Collaboration Circle, Make More Money Business Package, Financial Coaches Bootcamp, Speaker Training - Career Trainings and Business Protection classes are NOT INCLUDED. This does not include an instant homebased business. Please see the Platinum and Diamond W.E.A.L.T.H. Ambassador programs for additional offerings. The above list is subject to change at any time. No Refunds.