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PACKAGE 3: Entrepreneurs & Business Owners Plan Subscription

$350.00 every month for 6 months

For: Entrepreneurs, business owners, physicians, executives, real estate investors, and start ups who need advanced, holistic strategies.

For: Entrepreneurs, business owners, physicians, executives, real estate investors, and start ups who need advanced, holistic strategies.

Includes everything in Comprehensive & Growth PLUS:

  • Business coaching

  • Business plans

  • Performance management

  • Scaling strategies

  • Revenue strategies

  • Goal setting strategies

  • Business cash-flow planning

  • Pricing, payroll, & owner compensation optimization

  • Strategies for business + personal management strategies

  • Quarterly review sessions

  • Coordination with CPA + attorney

  • Employee review

  • Unlimited priority email support

  • Annual business-building strategy review

This package is best for clients who:

  • Have complex assets

  • Need business + personal consulting under one roof

  • Want to optimize business performance

  • Want a strategic consultant in their corner year-round

  • Are serious about business growth