Founder Wealth Coaching
WE’ll help you get organized, understand the big picture of your finances, and take action on strategies to optimize your wealth.
With our innovative wealth coaching, we help our clients define and clarify what is important to them. Then we help them navigate through twists and turns to get them there.
FINANCIAL COACHING & EDUCATION
With Founder, we redefine financial advising with our wealth coaching. We’ll create a custom Roadmap, take an in-depth look at What You Own and Why You Own It, and we’ll take steps that move you deeper into building wealth.
CLARITY & CONFIDENCE
We’ll give you the tools and guidance to own your finances and future like the FOUNDER of your own company. You’ll be working with an experienced wealth coach, strategy team, and concierge team who will walk with you on your journey.
Founder gives you access to our innovative You, Inc thesis, our strategy department, and tech tools that provide you with a roadmap (and a team!) for experiencing the life you want. Each year we’ll choose an area of focus driven by your mission, vision, and values and complemented by our expertise.
Best Fit For Those Who:
- Desire to Save and Accumulate Wealth
- Want to develop a vision for the future
- Are Open to New Concepts
- Desire to Share with Friends and Family
Area of Expertise:
- Comprehensive Tax Strategies
- Future Cash Flow Projections
- Cash Flow Optimization
- Scenario Analysis for Changing Life Events
- Generosity/Philanthropy Planning
- Protecting Your Assets
- Planning for Retirement (Distributions, Allocation, Retirement Feasibility, etc)
- Social Security Optimization
- Medicare & Long Term Care
- Required Minimum Distributions
- Advanced Saving Strategies
Founder Wealth Coaching Includes:
- 13-Step Evexia Client Journey (Year 1)
- You, Inc. Education
- Kolbe Assessment
- Cash Flow Optimization
- Detailed Cash Flow
- Online access to Evexia Financial Planning software & vault access
- Savings Plan
- Risk Assessment
- Estate Planning Initial Consultation
- Medicare/Long Term Care Specialist Consultation
- Investment Coaching & access to Evexia Portfolio
- Annual Cash Flow Check-in
- “Board of Directors” Annual Review Meeting (Advanced)
- Invitation to Special Client Events
The Evexia Client Journey is our defined process for helping transform how you think and feel about money.
With FOUNDER, you’ll move through a 13-Step version of the Evexia Client Journey.
Interview: The Wealth Decoder
Partnership & Orientation: The Concierge Matrix
Gather Info: The Number Navigator
You. Inc: Decoding Your Numbers
The Unique Wealth Blueprint & Blueprint Confirmation
Final Approval: The Clarity Advantage
Taking Action: My Best LIfe Plan
Checking In: The Accuracy Analysis
Continuing Connection: The Expanded Wealth Experience
You, Inc. Annual Update: The CEO Experience