| I have a Financial Concierge Program, I am your Money Maestro and help harmonize your assets…
YOUR LIFE YOUR MONEY Your Personal Financial Concierge
1. Educate - 3 Secrets for Safe Money and a Fabulous Future
There is a $47, $99, $297, $497 info products
PRE-tirement, PLAN RETIREMENT EARLY so your wealth health is there when you need it. Find out how to protect your assists from, catastrophic long-term health care nursing home costs, probate and the Great Recession
STRATEGY SESSION Investment $297
2. Financial Fitness Review
4. Present Plan
Moving forward you can invest a 6 month or year Financial Concierge) A year Concierge Service is $1,979 and 6 months is $1111 we help you put everything into action, and walk hand in hand through it all…
The FINACIAL FITNESS REVIEW
RESULTS Rock your Finances- build on solid ground
This is a $ 10,000 value and the out come you will receive.
What is the cost of NOT using me?
You will walk away knowing your best next action to take
. You will know how to bring more money into your life
. You will understand what is standing in you way and what to do about it
. You will understand why and what you need to do next
When people work more closely with me they will receive a customized based on their personal needs, health, wealth and family concerns;
VIP 1:1 One on one coaching, VIP day, done with you, done for you (bonus for fast action takers, join me after my workshop for dinner nothing fancy just me 🙂
2. Assessing $ Fitness Review this needs to be re-written so it reads better
a. ACCESSING their pains to show them the solutions, the financial fitness review, look at their age, health, wealth, income debt, real estate, stocks, bonds, whether or not they have a 6-months rainy day fund, you look at their insurance, if they're married, have kids, what their family structure is, their goals. That is step 2. Part of step 2 is also assessing what they need, so you take a look at whether or not they need to set up a trust, which kind of insurance, whether it's long-term care, health care, life insurance, catastrophic. You look at their income, annuities, the IUL, legal docs, power of attorney, health, financial, and things like that. So those 3 foundations you talked about and the educate step you really look at what do they have and what do they need.
b. RESEARCH, is the third step, and you look at the best instruments for their goals and you get the illustrations together to present to the client.
c. PRESENT the potential plan to the client. Moving Forward SAFE MONEY BLUE PRINT Strategic conversation, showing them what they need to do to have a break through with their financial results.
You show them the best package or plan for them. Moving forward with that, you implement that plan, and this is where, depending on where they're at, you can do 3 or 6 months, kind of consulting packages with them, to help facilitate the implementation of that plan.
D. Annual review and tweak where you get statements from the client where you take a look at what's going on, have their needs changed, etc., and keep them on the right track with their plan. And then the final step was to celebrate.
In the annual review, that's really where you have an opportunity to annuitize or annualize your client base because they can pay you an annual fee for that, and you're essentially on retainer with them. What we identified the last time is that you're really the cheapest, but the best insurance policy those people will ever buy by having you really look at what's going on and what they need. If they do need to tweak something, you would go back to the research step and look for the instruments that are best for them and help them implement that. well.