Comprehensive Financial Planning with On-going Coaching

We start by addressing what is most important to you and what dreams you want to bring to reality. After spending some time getting organized we will work together to build a blueprint of financial strategies that covers the following:

  • Crafting your financial goals

  • Regulating the Cash Flow

  • Reviewing your revenue streams

  • Debt Reduction

  • Tax Planning

  • Risk Management

  • Aligning your savings with your Life Path

  • Purposeful investments

  • Preparations for your leaving your life story

WHAT'S INCLUDED

  • 2 (90 minute) meeting in the first month: Define the objectives, gather information, and establish baseline strategies.

  • 2 (60 minute) meetings in the second month: Customize a strategy report, and begin implementing recommendations

  • Continue to meet every month to review progress and address new goals and issues

  • A professional partner that understands the music industry and provides reason and accountability to pursue the depths of your dreams

  • Access to a CERTIFIED FINANCIAL PLANNER™ that acts as a fiduciary and provides advice in your best interest

 

COST: Depending on Complexity

$99 - $249 a month

NEXT STEPS

If you're ready to build your formula or want to find out more, you can schedule a free consultation here. This will give us the opportunity to find out what underlying questions you have, and make sure that we are a good fit to assist you with taking ownership of your wealth potential.