Dates are announced well in advance.
Office Hours are offered twice a month and the schedule is published well in advance. Clients love attending Office Hours because even if they don’t have top of mind questions that week, they benefit from hearing the conversations happening with other clients
We send you an easy-access link to access your next video module as soon as it’s available.
There will be journaling prompts and writing exercises that are designed to be paced throughout the month.
You’ll have one 30-minute call with your Profits Consultant per month for up to five months or until your Automation plan is complete, set up, and you are in control of it and know how to turn the dials.
The time this takes will vary from person to person. Some business owners still need to take care of last year’s P&L or taxes. My team will ask you to open and name a few bank accounts, and you will need to be banking with a large, reputable bank. Don’t let this seem daunting – your Profits Consultant is with you to make these changes as pain-free as possible.
Nina’s Story
Nina* was focused on paying off debt, but learned how to accelerate her wealth accumulation instead.
Beginning net worth before Money Blueprint®: $102,360
Net worth after first 24 months with Money Blueprint®: $174,192
*Not Nina’s real name, but yes, these are her real results.
You’ll be introduced to your Profits Consultant and receive access to your financial dashboard. This is where you can easily see your entire financial picture, including assets, mortgage, credit cards, bank accounts, and investments – all in one place. You’ll be able to view your net worth in real-time at any time.
You’ll have your second call with your Profits Consultant. As part of this call, your coach will be putting the finishing touches on, delivering, and working with you to implement your custom Automation Plan.
One more thing – you’ll also get two chances to attend Office Hours and receive one-on-one consulting.
We offer 2-hour Office Hours for you to ask individualized questions and workshop with us twice a month.
Our course videos will also focus on executive-level productivity and personal planning, as well as setting up Disaster Recovery, Contingency, and Succession plans.
We’ll dig into how to grow your business in a way that enables you to live a well-rounded life you love. You’re not a machine!
In addition, we’ll walk you through how to view your Quickbooks accounting system and identify your Profit Generating Activities. This will help you turn the dials of your business to run at top profitability.
And don’t forget about your Profits Consulting call! This month you’ll work with your consultant on making adjustments to your system as needed. And of course, you’ll be invited to Office Hours with one-on-one consulting.
If your Cash Flow Automation system still needs some tweaks, this will be your chance for a final call with your Profits Consultant. You also won’t want to miss another opportunity to participate in one-on-one consulting with us during Office Hours.
With your custom-built profit funnel in place, we can now further optimize your everyday activities toward a much higher level of business profits and personal income for you. The biggest challenge we’ll face with Months 8-11 is defusing any fear of failure or rejection by implementing confidence and a daily commitment to profit-building activities. Your experience will focus on your personalized business-building opportunities.
This can include:
We are currently offering students the ability to continue with us on a month to month basis after their program completes. This allows you to continue to multiply your profits as your company grows, and who doesn’t want that? As always, if you choose to become a financial planning client, we’ll welcome you onboard full-time.
Sophia’s Story
Sophia* was struggling after her financial safety net disappeared, but gained security by taking control with the Money Blueprint®.
Beginning net worth before Money Blueprint®: $22,171
Net worth growth during Money Blueprint®: $40,152
Current net worth after Money Blueprint®: $77,180
*Not Sophia’s real name, but yes, these are her real results.