Signup WISE 1 - WISE Financial Fitness

Basic Information

What is the name of your business? *

What is your website address? *

Which situation best describes you right now? *

I have a bookkeeper to record business transactions. I create a budget for my personal finances. However, I need more financial clarity for business and personal.
I track money coming in and going out for the business. For personal, I have a vague idea. Everything gets paid.
I’m clear on how much I make and that’s it.

Your Goal

What is the biggest challenge in your business right now? *

Which of these best describe you? *

I’m a self-employed entrepreneur running a small business.
I’m an employee with a business on the side. However, I want to eventually be my own boss.

How long have you been in business? *

less than 1 year
1 – 5 years
5+ years

What do you want this financial system to do for you? *

Free up more of my time by increasing automation and accounting flows in business and personal finances.
Provide clarity on the numbers so I can direct sales efforts to increase revenue and optimize cash flow so more money is going towards financial goals and wealth building.

Please tell me a little about your business? Please provide your target audience and the benefit you provide to them. *

Your Offer

Which of these best describe what you offer? *

I make and sell my own products or services online.
I sell affiliate or others’ products online.
I am a coach or consultant.

What is the price range of what you offer? *

Your Situation

What is the current amount of monthly revenue for your business? *

What is the target monthly revenue for your business? *

What is your biggest obstacle to achieving your target monthly revenue? *

Your Options

We provide different levels of service. What level of engagement would you like?
&nbsp WISE Level 1: Small Business CFO $4,500 set up fee, $1,800 per month
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. &nbsp We will create your business projections, financial reports, analyze financial data and provide recommendations.
&nbsp We will design your personal budget and money strategy.
&nbsp WISE Level 2: Boss Group Consulting $750 set up fee, $55 per month
You will work with a Money Scientist to design your personal and business financial system. We will also provide group consulting to help you grow your business and personal wealth. You will have complete access to all courses and resources.
&nbsp WISE Level 3: Personal Finance Group Consulting $350 set up fee, $55 per month
You will work with a Money Scientist to design your personal financial system. We will also provide group consulting to help you grow your personal wealth. You will have complete access to all courses and resources.
&nbsp WISE Level 4: Self-guided $25 per month
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.

What level of service/engagement would you like?

WISE Level 1: Small Business CFO
WISE Level 2: Boss Group Consulting
WISE Level 3: Personal Finance Group Consulting
WISE Level 4: Self-guided

Basic Information

Your Goal

Your Offer

Your Situation

Your Options

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