The CEO Package

Service Description

A full year of dedicated support from a Certified Financial Planner® to help you take your business to the next level. The CEO Package includes: * 12 bi-weekly, one-on-one sessions with a Certified Financial Planner® in the first 6 months. During this time we will dive deep into all elements of your business to ensure you are set up for success. * 6 monthly sessions to help you identify what’s working, what’s not, and make the necessary changes to keep things moving forward. * 3 Monthly check-ins to finish out the year. By this point your business should be running smoothly, so these meetings will be about looking long-term towards growth, expansion, and legacy planning