Personal Wealth Creation Coaching
- Conduct a thorough needs assessment and identify gaps in your wealth-building strategy
- Review your tax strategy and ensure you are using the best approach possible to minimize your tax burden and maximize cash flow
- Review your assets and your debts, income and expenses and analyze your cash flow sources
- Evaluate your current retirement strategy to ensure you have a tax advantaged plan that you cannot outlive
- Ensure your current portfolio of assets will help you reach your intended goals
- Advise and provide options for estate planning to ensure your family is protected
RETURN & REFUND POLICY
No Refunds or Exchanges
DETAILS
Sign up for Personal Wealth Creation Coaching with Douglas Eze. Once complete, you will receive an email within 1 business day with a scheduling link inviting you to book a time for your 1-on-1 coaching session(s).
$999.00Price