MONTHLY STRATEGY MEETINGS WITH MIKE WALDRON

Recommended for those that need a “Partner” to help guide monthly decision making for both personal and business finances. Only open to a limited number of clients.

Includes:

  • Monthly review of business & personal finances

  • Annual In-person strategy meetings

STRATEGY MEETING Fee:

$399/meeting

START-UP BUDGET & ROADMAP

Recommended for those starting a new business and need a financial plan and how much capital will be required. We will also guide you through a professional business plan that can be used to raise the required capital.

Includes:

  • Strategy Call

  • Summary Report & Recommendation

  • Business Plan Template

START-UP ROADMAP Fee:

FREE FOR CURRENT MEMBERS or

ONE TIME FEE of

$499

CUSTOMIZED REPORTING

Recommended for those with special requirements, performed on an ad hoc basis: please inquire for pricing.