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
Aligning your savings with your Life Path
Preparations for your leaving your life story
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
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.