LEARN TO

PHASE 1

• "Don's Flight Assessment" & Introduction - Getting started - We take the approach of 'baby steps.' You've probably seen a few of our video presentations. Our approach is to begin as simple as possible.

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* If you haven't already done so, please complete the following information so we'll have it on file:

 

PHASE 2

• Personal Information

• New Client Cost & Corporate Name Selection - We'll identify, and register the names that you've selected with the state.

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**Contact us and we'll set up some time to move forward into the next phase.

 

PHASE 3

• Banking Package Pickup & Banker's Introduction - We'll schedule an appointment with our preferred banking partners.

• Corporate Pre-Capitalization Meeting - Our bankers will peruse traditional credit & funding options so you're able to properly capitalize your structure.

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***You've already made a huge step in the right direction! 

 

PHASE 4

• Proposal & Contract for Service - We'll present the full spectrum of our multi-tiered Personal Economic Planning & Structure Development services including; 

  • Cash Management Planning

  • Credit Management Planning

  • Personal Tax Planning & Filing Services

  • Asset Management Planning

  • Risk Management Analysis Services

  • Investment Planning & Analysis Services

  • Debt Reduction Services

  • Business Structural Building Services

  • Business Capitalization Planning Services

  • Business Economic Development Planning

  • Business Cash Management Planning

  • Business Credit Management Planning

  • Business Asset Management Planning

  • Business Risk Management Analysis Services

  • Business Tax Planning & Filing Services

  • Structure Documentation & Recording Services

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