How Some Healthcare Practitioners...

Have you ever Wondered...

  • Accumulate so much wealth that they never need to stress out about money?

  • Achieve financial freedom when they don't have a 7 figure clinic?

  • Achieve Life Freedom, when they don't have a rich spouse or family?

  • Don't have to stress out about money even though their Clinic's Gross Revenue is lower than yours?

  • What do they know that you don't?

LET'S BE HONEST...

  • it's not connections (I came from a poor family and I had no rich friends)

  • It's not time. We all have the same 24 hours a day / 365 days a year

  • It's not intelligence. There are many smart people who aren't rich.. and tons of people with low IQs who become wealthy

  • And while resources matter, there are plenty of self-made stories out there - I'm a rags to riches guy myself!

THE RIGHT INFORMATION

The key is learning from someone who's walked in your shoes and has ...

  • How can you expect to duplicate the results of someone who grew up with a silver spoon? They won't know how to build wealth from nothing.

  • You need someone transparent to let you know what strategies are available to you right now, and which ones are not, but will become available after you reach a certain financial point.

  • My wife and I started our marriage in 2001 with $110,000 in debt and with no family help, we began studying the super wealthy. Why? cause the super wealthy KNOW something you don't. The knowledge we acquired helped take us from $110,000 in debt in 2007 to Financial Freedom in just 10 years.

  • One of the most important information you need, if you want financial freedom, is the knowledge of how to stop leaking money to Uncle Sam, and that's what my wife and I want to help you accomplish, just like we did for ourselves.

  • If you go to a Tax Strategist to learn this crucial information they will charge you $5,000 for a group workshop or $10,000 for one-on-one consultation. Because we know how hard it is to build wealth from rock bottom, my wife and I made it our mission to Pay it Forward and that's why we're delivering this crucial information for one-tenth of the investment all other Tax Strategists would charge you.

HERE'S WHAT YOU'LL LEARN

  • 2021 Year-End Planning, year end W-2 compliance, year-end 1099 Compliance, Retirement Provisions in Build Back Better Bill

  • Essential Monthly Bookkeeping Tasks to reduce your accounting fees & provide accurate data for your clinic

  • Understanding What your Financial Statements are telling you

  • How to develop an Annual Revenue & Expense Budget to plan for Growth

  • How to monitor to see if your Accountant is doing their job

  • How to use your Financial Statements to diagnose the health of your clinic

  • How to use your Financial Statement to help you determine when you are ready to expand or add additional employees

  • How to Take control of your finances, instead of depending on your accountant to tell you

  • How to find a great Accountant who can you grow your clinic instead of an accountant that just does data entry

MENTORSHIP DETAILS

here's what is included:

  • 1X per month TRAINING, starting 12-19-21 CST, 3rd Sunday of every month, last training on 11-30-22 CST

  • TIME = 11am to 12:30pm CST

  • PERSONAL FINANCE WEBINAR (How to keep your money) = you'll get 1 year access to this program

  • LIVE Q&A = have all of your questions answered LIVE during the monthly training

Training Recordings & Resources

    1. Achieve Finance Mentorship Outline

    2. 2021-12-19 Achieve Finance Mentorship Session 1 - Year-End Planning Material

    3. 2021-12-19 Achieve Finance Mentorship Session 1 - Year-End Planning

    4. 2022-1-16 Achieve Finance Mentorship Session 2 - Bookkeeping Basics Material

    5. 2022-1-16 Achieve Finance Mentorship Session 2 - Bookkeeping Basics

    6. 2022-2-20 Understanding Financial Statements Material

    7. 2022-2-20 Understanding Financial Statements

    8. 2022-3-20 Develop Revenue Targets & Expense Budget

    9. 2022-3-20 Develop Revenue Targets and Expense Budget

    10. 2022-4-17 Designing Compensation Structure

    11. 2022-4-17 Designing Compensation Structure

    12. 2022-5-15 Board of Advisors & Assets Protection

    13. 2022-5-15 Board of Advisors & Assets Protection

    14. 2022-6-19 Choosing the Right Retirement Plan

    15. 2022-6-19 Choosing the Right Retirement Plan

    16. 2022-6-19 Does RSP help to save taxes

    17. 2022-7-17 Mid-Year Review Material

    18. 2022-7-17 Mid-Year Review Recording

    19. 2022-8-21 Investment Rules

    20. 2022-8-21 Investment Rules

    21. 2022-9-17 Be Your Own Bank

    22. 2022-9-17 Be Your Own Bank

    23. 2022-10-16 Financial & RE101

    24. 2022-10-16 Financial Planning & RE101 Video

    25. 2022-11-20 Year-End Recap

    26. 2022-11-20 Year-End Recap

    1. Personal Finance (How to Keep your Money) part 1

    2. Personal Finance (How to Keep your Money) part 2

    3. Personal Finance (How to Keep your Money) part 3

    4. PP - Keep Your Money Series Slides, Part 1

    5. PP - Keep Your Money Series Slides, Part 2

    6. PP - Keep Your Money Series Slides, Part 3

    1. Financial Assessment

    2. How to Use Financial Assessment Excel File

    3. Year-End Tax Estimate

    4. Revenue Target Template

About this course

  • $29,997.00
  • 36 lessons
  • 26.5 hours of video content