AS SEEN IN
WHAT DO I GET WITH THE CHAIN-BREAKER WEALTH PLAN?
A FINANCIAL PLAN THE CONSIDERS ALL YOUR MONEY MATTERS
Each plan follows our 4-step process:
Step 1:
Document Upload & Review
Step 2:
Goal Setting Meeting
Step 3:
Plan Review Meeting
Step 4:
Plan Delivery & Implementation Meeting
THERE ARE 3 LEVELS TO CHOSE FROM BASED ON YOUR NEEDS
ESSENTIALS
(You must be debt free to select this level)
Financial Foundation
Net Worth Statement
Budget
Income Plan
Savings & Growth
Savings Plan
Asset Allocation Analysis
Equity Diversification Analysis
Investment Analysis
Retirement Plan
Education Funding
Tax & Risk Planning
Tax Allocation Analysis
Tax Estimation
Insurance Plan
Medicare Analysis
Income & Wealth Protection
Social Security Analysis
Cash Flow Analysis
Beneficiary Review
Plan Delivery & Implementation
Investment Account Set Up
Insurance Application Support
Maintenance Tips
Support & Guidance
(3) 90-Minute Meetings
30-Day Email Support
Click the appropriate link above to begin and receive your Client Service Agreement
EMPOWERED
(Most Popular)
Financial Foundation
Net Worth Statement
Budget
Income Plan
Debt Free Roadmap
Credit Health Analysis
Student Loan Analysis
Debt Payoff Plan
Savings & Growth
Savings Plan
Asset Allocation Analysis
Equity Diversification Analysis
Investment Analysis
Retirement Plan
Education Funding
Stress Test
Tax & Risk Planning
Tax Allocation Analysis
Tax Estimation
Tax Planning
Insurance Plan
Medicare Analysis
Income & Wealth Protection
Social Security Analysis
Cash Flow Analysis
Beneficiary Review
Estate Analysis
Plan Delivery & Implementation
Investment Account Set Up
Insurance Application Support
Maintenance Tips
Support & Guidance
(3) 90-Minute Meetings
30-Day Email Support
Click the appropriate link above to begin and receive your Client Service Agreement
ELITE
(Best For Wealth Transfer Strategy)
Financial Foundation
Net Worth Statement
Budget
Income Plan
Debt Free Roadmap
Credit Health Analysis
Student Loan Analysis
Debt Payoff Plan
Savings & Growth
Savings Plan
Asset Allocation Analysis
Equity Diversification Analysis
Investment Analysis
Retirement Plan
Education Funding
Stress Test
Tax & Risk Planning
Tax Allocation Analysis
Tax Estimation
Tax Planning
Insurance Plan
Medicare Analysis
Income & Wealth Protection
Social Security Analysis
Cash Flow Analysis
Beneficiary Review
Estate Analysis
Will or Trust-Based Estate Plan
Plan Delivery & Implementation
Investment Account Set Up
Insurance Application Support
Maintenance Tips
Support & Guidance
(4) 90-Minute Meetings
30 -Day Email Support
2 Hours w/ Estate Attorney Included
Click the appropriate link above to begin and receive your Client Service Agreement
ENTREPRENEUR ADD-ON
Business Finance Planning
Bookkeeping Clean-Up
Profit & Loss Statement
Cash Flow Statement
Balance Sheet
Break-Even Analysis
Forecasting Report
Tax Summary Report
Funding Sources Report
Employer Sponsored Plans Set Up/ Efficiency Review
Profitabilty, Tax Planning, & Hiring Advisory
