Set Me Up
Jane knows she needs to get the money-management part of her business under control. It’s been haunting her, but she just hasn’t known where to start! Set Me Up is perfect for Jane.
What is it?
Handholding, personal care, and guidance to implement financial systems for your business and/or family life. You’re going to get help from the experts who know your business inside and out.
Who is it for?
Sales Directors: who need help from conception to implementation of financial systems in their business.
Consultants: who want assistance entering starting balances, adding an inventory loan into their books, etc.
Families: Jane’s and Joe’s who want help creating their first spending plan and want an expert to set up funding templates for them.
How does it work?
You fill out a simple form. The form helps your coach learn what you're making on average, and what you're spending. After initial analysis, your Coach will Set Up the following:
- The Envelopes and Spending Plan goals
- Income and Expense categories
- All accounts you want in your portfolio
- The credit cards you want in your portfolio
- Associations between Categories and Envelopes
- Beginning balances and allocate them for you
- A phone call to give you a white-glove tour of all the customization done on your behalf
What does it cost?
$40 per portfolio.
If you would like to take advantage of our Set Me Up service then click the button below to download the form, fill out your information, and fax it back to us to get started.
