Accountability | Integration | Support
By request: the next step in your financial evolution.
Introducing Financial Evolution 200 Series
Especially for those who have gone through 7 weeks of Financial Evolution Boot Camp 100 Series,
this is the next level.
● Complimentary subscription to eMoney, a full-service financial aggregation tool.
● Tax planning advice in conjunction with your tax planning professional.
● Retirement Planning projections & illustrations.
● Asset allocation and portfolio analysis & reporting via Morningstar.
● Financial statements: cash flow & net worth.
● Education and awareness services based on individual needs.
● Goal financing: education, housing, business, travel, large purchases or investments.
● Liability and leverage consulting.
● Group financial consulting & coaching.
Annual membership fee of $300 includes the above services plus:
● Monthly drop-in meetings with Tom and other evolving people.
○ Bring your questions, ideas, conundrums, and insights to this monthly meeting
with Tom and others implementing these principles.
○ Designed to keep you accountable to your evolving financial goals.
● Inclusion in members-only communications.
● Monthly News featuring Q&A- send in your questions between meetings, and Tom will answer!
Meets 2:00-3:30 every first Friday.
Inquiries, interests, and RSVP’s to firstname.lastname@example.org.