Let’s be real… Being a business owner is a lot of hard work, stress, and juggling a million things at the same time. It’s no wonder you don’t have time to figure out taxes, savings systems, how to grow money, and so many other “wealth building” items.
But you also know that you NEED to figure this stuff out eventually, right?
Welcome to the Financial GPS program. If you are a business owner who wants to build wealth faster and more effectively, this program will be your personalized turn-by-turn guide to financial independence. It’s specifically tailored to help you - as a small business owner - to build wealth by demystifying money to save you as much time as possible.
The program works by leveraging “Financial Operating Systems” that do a lot of the heavy lifting. Just like in your business, having good systems that work means you don’t need to do it all, this program helps you to easily set up the systems that will maximize your wealth while leaving you more time to run your business, spend time with family, and focus on what matters most!
Key Features of Financial GPS:
Monthly 1:1 Coaching: Engage in monthly meetings with your dedicated Tax & Wealth Strategist to review your financial landscape, make action plans, install financial systems, and track your results.
Annual Financial Planning: Just like a you do with your business, you’ll develop a comprehensive tax and financial plan each year to align your actions with your long-term objectives.
Automated Financial Optimization: You’ll learn to implement the key systems that will automate your cash flow and savings, ensuring you consistently build wealth and cash flow outside of your business.
Portfolio Review: You can’t make improvements if you don’t know where you are today. In the FGPS you’ll receive an in-depth analysis of your investment portfolio, learn new models investing that will blow your mind, and get strategic recommendations for how to build wealth that creates the freedom you deserve.
Wealth Gap Analysis: Do you actually know how much you’ll need to retire? Most business owners have no idea. The Walth Gap Analysis will help you clearly identify what you need to achieve your dream lifestyle and the steps necessary to bridge the gap between your current financial state and your desired goals.
Proactive Tax Planning: Being proactive about taxes makes a MASSIVE difference but almost no business owners do it. This program will ensure you plan early and take full advantage of the tax code. No ‘grey area’ stuff here, just clarity around how to reduce your taxes through good planning and taking advantage of strategies most CPA’s don’t know exist. (This program does NOT include filing your taxes, but if you’re looking to upgrade your Tax Pro, our partner company DOES do tax planning and filing and can be bundled together with the FGPS).
Asset Protection: Once you’ve built something valuable, you need to protect it. This program will help you to easily assess risks, identify weak points, and implement safeguards to protect your most valuable assets.
Professional Network Access: Gain entry to Big Life Financial's vetted network of professionals, offering expertise across various financial domains.
If you’re making good money and ready to turn your “high income” into sustainable wealth and cash flow, this is your chance. We believe there’s nothing that can touch the powerful results our clients see when they go through this program and you can be next!