Are you ready to increase your financial fitness for yourself and your business?
We offer four levels of service. We will address your business and personal finances so you’re not neglecting your personal wealth as you build your business.
Level 1 | Level 2 | Level 3 | Level 4 | |
---|---|---|---|---|
$4500 setup $1800/mo | $750 setup then $55/mo | $350 setup then $55/mo | $25/mo | |
Paired with a senior/junior money scientist | ● | ● | ● | |
Online community | ● | ● | ● | ● |
W.I.S.E. Financial Fitness™ Score | ● | ● | ● | ● |
Financial and Business courses | ● | ● | ● | ● |
Step by step guidance | ● | ● | ● | ● |
W.I.S.E. Wealth Up Protocol | ● | ● | ● | ● |
W.I.S.E. Be Your Own Boss Protocol | ● | ● | ● | ● |
Success Library | ● | ● | ● | ● |
Set up and/or optimize your accounting system | ● | |||
Create your business budgets and projections FOR YOU | ● | |||
Create your business monthly financial reports FOR YOU | ● | |||
Translate business financial data into action items | ● | |||
Provide recommendations based on business financial data analysis FOR YOU | ● | |||
Design and create your personal household budgets FOR YOU | ● | ● | ||
Proven sales funnels designed FOR YOU | ● | ● | ||
Sales call script optimized FOR YOU | ● | ● | ||
Business budget designed FOR YOU | ● | ● | ||
Personal money strategy created FOR YOU | ● | ● | ||
Monthly group consulting | ● | ● | ● | |
Monthly group classes | ● | ● | ● | ● |
Design and create your personal household budgets | ● | ● | ● | |
Design your personal saving strategy | ● | ● | ● | |
Design your personal debt elimination strategy | ● | ● | ● | |
Optimize your cash flow for financial goals | ● | ● | ● | |
And make sure you’re ready to amplify your wealth. | ● | ● | ● |
WISE Level 1
$4,500 setup fee then $1,800 per month
WISE Level 2
$750 setup fee then $55 per month
WISE Level 3
$350 setup then $55 per month
WISE Level 4
25 per month (no setup fee)