DISCOVERY & CREATE
- Review previous actual results in a “deep dive.”
- Determine goals.
- Create and review a detailed plan.
- Implement and work on a plan.
- Review, analyze, and re-execute tactically/strategically/hands-on (“Wash-Rinse-Repeat)
Sign- up deadline November 15 for 1/1/2024, implementation.
Weekly 1-hour sessions (five) initially to develop a financial plan (proforma and forecast reporting).
(Full year) Monthly 1-hour sessions beginning 2/1/2024 to 1/31/2025.
(Six months) Monthly 1-hour sessions beginning 2/1/2024 to 7/31/2024.
Full year: Client billed $4,250 ($2,000 down and $187.50/month).
Six months: Client billed $3,500 ($2,000 down and $125.00/month).