Recurring Billing Model

Highly customized financial plans for those who invest primarily in real estate or businesses and in the early stages of building their liquid assets (in the form of stocks, bonds, mutual funds or ETFs). We provide ongoing support through collaborative efforts with accountants, lawyers, realtors, mortgage brokers, business consultants and bankers to help you achieve your goals.

Here's how it works:

Zoom Meeting

We schedule a Zoom meeting to discover your financial dreams and to discover where you’re at financially.

Roadmap

We develop a roadmap documented in a physical financial plan, providing an overview of how each solution all ties in.

Calendar

You receive a calendar of what we will do each month to help you achieve your goals!

Here are some examples of what the roadmap might include:

Creating a personal and corporate budget
Cash flow/tax planning between your corporations
Insurance needs analysis and estate planning solutions; for tax efficient intergenerational wealth transfer
Reviewing the beneficiaries of all your assets, Wills and Power of Attorneys to ensure your estate plan is up to date.
Business succession plan: Asset versus Share sale; do you sell to your children or are there more qualified buyers?
Provide options to finance the purchase a new business; building your business portfolio
Growing your wealth through real estate

Who is the Recurring Billing Model For:

For self directed investors but needing a holistic financial plan which includes tax and estate planning
Business owners in the growth stage, needing integrated tax planning between their family tax bill and their corporation; with less than $150K in retained earnings year after year.
Business owners needing succession planning/coaching. Prepare for your next business purchase.
Real estate investors (commercial and residential), held personally or in the corporation, needing tax/cash flow planning to help you qualify for your next real estate deal.