Plan WISE 1

WISE Level 1: Private Consulting

Matched with a Money Scientist

We will act as a small business CFO. We will work with you one-on-one to design and create your personal and business financial systems FOR YOU. 

We will create your business projections, financial reports, analyze financial data and provide recommendations.

We will design your personal budget and money strategy.

Business and Personal Finance Coaching

We will also provide one-on-one consulting to help you grow your business and personal wealth. Let’s optimize your revenue streams, sales funnels, scripts, and more.

Use your sessions to ask questions about business and personal finance strategies and techniques.

Online Resources

You will have complete access to everything in the online portal, the entrepreneur and personal finance curriculum as well as the other resources, templates and tools.

We will:

  • Create your business budgets and projections FOR YOU
  • Create your business monthly financial reports FOR YOU
  • 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 AND 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.

You will have complete access to the:

  •    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