TOGETHER, WE LAY THE FOUNDATION FOR SAVING AND FUTURE SUCCESS STRATEGIES THAT WE ACTIVATE IN OUR FOUNDER LEVEL WEALTH COACHING.
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.
With START UP Wealth Coaching, we’ll empower you to Know What You Own and Why You Own It. Focused on cash flow optimization, real-time tracking, and savings strategies, Start Up Wealth Coaching gets you organized so that you can understand the big picture of your finances.
Best Fit For Those Who:
- Desire to become a Founder or CEO Wealth Coaching client in the future
- Are Open to New Concepts
- Desire to Save and Accumulate Wealth
- Want to develop a vision for the future
- Desire to be generous
Startup Wealth Coaching Includes:
- 9-Step Evexia Client Journey
- You, Inc. Education
- Cash Flow Overview
- Online access to Evexia Financial Planning software and vault access
- Savings Plan
- Risk Assessment
- Investment Coaching
- Access to Evexia Portfolio
- Annual Cash Flow Check-in
- Annual Review Meeting (Standard)
ClientJourney
The Evexia Client Journey is our defined process for helping transform how you think and feel about money.
With START UP, you’ll move through a 9-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
Taking Action: My Best Life Plan
Annual Review
Begin Again
