VIP Financial & Business Blueprint

VIP Financial & Business Blueprint

$2,999.00
{{option.name}}: {{selected_options[option.position]}}
{{value_obj.value}}

This executive-level strategy package is perfect for professionals,  entrepreneurs, and  legacy builders. It includes a full-scale review and implementation plan designed to optimize your  financial situation, grow your business, and secure your long-term wealth. What's Included: Money Makeover• Budget overhaul for maximum tax benefit• Debt reduction strategy to improve cashflow• 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• Structural planning (LLC, partnership, etc.)• Operations and sustainability planning Tax Reduction & Planning Assessment• Strategic tax positioning• Schedule C deductions• Long-term tax planning outlook Comprehensive Estate Planning Review Define the key people/entities in your wealth plan• Map out your asset inventory• Outli

Show More Show Less