The WEALTH Blueprint for Corporate Creators
type: Product
description: 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, busine…
brand: Wealth University
sku: LR125
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