Fiscal Fitness
Your Roadmap to Financial Health
Have you ever felt that:
You should be taking home more money each month?
Your money isn’t “working for you”?
You rotate between feeling financially savvy and feeling lost?
Financial fitness is a unique skill set that doesn’t come naturally to all agents.
In this class we will explore how to think like a financial expert. Together we will:
1. Set up a business plan and budget
2. Build your financial team
3. Choose your appropriate business entity structure
4. Develop an appropriate retirement plan
5. Set up your investment structure and diversified investment portfolio
6. Grow your business in a way that allows it to be sellable later – if you choose
Sign up for our highly acclaimed 3 hour class plus one deep dive into one of these three topics:
Building a business plan
Finding and hiring the financial planner for your needs
Purchasing real estate in your IRA