Introducing: The VIP Financial Planning Day

Gain control over your finances, maximize your business revenue, and effortlessly manage your taxes, cash flow, and investment decisions all in one day.

Gain financial clarity and confidence

Consistently maximize your business revenue

Effortlessly manage taxes, cash flow, and decisions

Are you an online coach or service provider struggling with managing your finances, saving money, or dealing with fluctuating income? If yes, you’re not alone.

Does this sound like you?

You are a business owner and entrepreneur making six figures but feel like you don’t know have big enough savings
Taxes, cash flow, investing, and other business-related worries aren't why you got into this business in the first place.
You don’t know if you’re spending too much money
It seems like your revenue is growing, but some months are better than others, and you don't know how to balance it out.
You lack the confidence and clarity to make business and personal financial decisions.
As opposed to handling finances, you would be better served spending time with clients.
You know you should be saving & investing but you’re not really doing it.
There's money coming in and going out, but you have no idea where it goes.
You have no clue where to begin.
You started your business to make a difference, not to be bogged down by financial stress. You’re constantly worrying about taxes, cash flow, and investment decisions. You don’t know if you’re spending too much or too little and you feel overwhelmed and unsure of how to achieve financial stability and grow your wealth.

Before VIP Financial Planning Day:

Feeling behind every time you look at your finances despite making a high income
Struggling with taxes, inconsistent cash flow, and lack of savings.
Wondering where all your money goes and how to plan for future investments.
Spending more time figuring out finances than focusing on your clients and business.
Feeling stuck in a never-ending cycle of financial stress and uncertainty.

After VIP Financial Planning Day:

Feeling calm when looking at your organized, clear, and controlled finances.

Knowing exactly where every dollar is going, how much is being saved, and how much is being invested.
Having a system to make informed financial decisions based on solid strategies, not guesswork.
Seeing a clear path towards achieving financial goals like buying a dream house, setting up a college fund, and planning for retirement.
Feeling confident, empowered, and in control of your financial freedom.
No promotional fees or considerations were provided in association with this testimonial.
Our Step by Step Process

Our VIP Day is designed to bridge the gap between your current financial confusion and your dream of financial freedom.

Through this 10-step process, we’re confident you’ll be able to navigate from your current financial frustrations to a state of financial clarity and confidence. We’re with you every step of the way, ensuring you’re not just dreaming about financial freedom, but actually living it.

01 / Get Organized

We will help you streamline and organize your financial records, such as current investments, savings, debt, taxes, legal documents, and insurance. With a single comprehensive client portal, you'll have everything in one place.

02 / Review Your Current Financial Picture

Together, we'll examine your net worth, savings, investments, and taxes to fully understand and optimize your existing financial situation.

03 / Establish Goals & Dreams

We will identify both short-term and long-term financial goals. Whether it's saving for that Black Mercedes G-Wagon, your child's private school tuition, or dreaming about early retirement, we'll chart a clear path for you.

04 / Prioritize Goals

Together, we'll prioritize your financial goals and assign a dollar value to each, providing clarity on what to focus on to accelerate your financial growth.

05 / Optimize Your Business & Personal Budget

We'll optimize both your business and personal budget for efficiency. Don't worry if you don't use any online bookkeeping software; we'll guide you through setting up QuickBooks and share tips for managing it yourself.

06 / Tax Strategy & Planning

We’ll identify legal tax strategies relevant to your business, which could include maximizing business deductions, optimizing legal entity structure, minimizing tax liabilities, retirement strategies, and more.

07 / Optimize Your Accounts

Depending on your unique goals, we'll guide you on which account types to use (Solo 401(k), Simple IRA, Roth IRA, Health Savings Accounts, etc.) to save on taxes.

08 / Optimize Your Investments

We will recommend the most suitable investments for each of your goals. You'll learn what to buy, what to avoid, and how to protect yourself from overpriced or unsafe investments.

09 / Implementation

We will help you execute our investment recommendations and automate your investments. That way, you don't have to worry about manual transactions every month.

10 / On-Going Financial Strategy

After our VIP Day, you can opt for our ongoing financial strategy service. This includes two semi-annual calls each year, regular email communications, and handling your business finance tasks.

Imagine living a life free from financial stress and uncertainty, where every financial decision you make is clear and confident.

Imagine knowing exactly where your money is going, growing your savings, and moving towards your financial goals every single day.

Imagine having the time to focus on what truly matters to you – your clients, your business growth, and your personal dreams.

This isn’t just a vision, it’s a reality we aim to make possible with our VIP Financial Planning Day.

No promotional fees or considerations were provided in association with this testimonial.

Is This You?

You're a driven coach, mentor, or service provider, dedicated to your clients but bogged down by financial complexities.
You look at fluctuating income and uneven cash flow each month and feel a sense of unease, not knowing how to manage or maximize it.
You're struggling to understand where your money is going, and the concept of saving seems distant and unachievable.
You feel overwhelmed at the prospect of making both business and personal financial decisions, and you're searching for clarity and confidence.
If these scenarios sound all too familiar, then you’re in the right place.

Gain Financial Security

With our VIP Day, transform your financial worries into confidence, gaining clarity and control over your money, turning the dream of waking up to payment notifications and growing savings into a reachable reality.

Here’s what’s included in your VIP Financial Planning Day:

Get Organized

Streamlining and organizing your financial records.

Review Your Current Financial Picture

A comprehensive understanding and optimization of your existing financial situation.

Establish Goals & Dreams

Identifying your short-term and long-term financial goals.

Prioritize Goals

Assigning a dollar value to each goal to provide clarity and focus.

Optimize Your Business & Personal Budget

Maximizing efficiency in your personal and business finances.

Tax Strategy & Planning

Legal tax strategies tailored to your business.

Optimize Your Accounts

Guidance on which account types to use for tax efficiency.

Optimize Your Investments

Recommendations for the most suitable investments for your goals.


Assistance with executing investment recommendations and automating your investments.

On-Going Financial Strategy

Opt for our ongoing financial strategy service after our VIP Day (optional).


Access to a single comprehensive client portal where you can manage all your financial information at your fingertips (Value: $500).
Two check-in calls after the VIP Day to make sure you’re on track (Value: $1500).
Assistance with setting up QuickBooks and tips for managing it yourself (Value: $3,000).
Tax Strategy Savings Calculator & Implementation (Value: $10,000+)

TOTAL VALUE: Over $15,000

One-time payment of $3,500 for the VIP Day.

If you’d like to continue working with us and have us manage your investments, it’s an optional $625/month ongoing.

Payment Plan Options: You can choose to pay in full or opt for a 6 or 12-month payment plan.

That’s all great but how is this different from other financial advisors?


One-on-One Focus

Our VIP Financial Planning Day is a bespoke service tailored specifically to you. Unlike group courses or generalized financial advice, you get a day dedicated solely to your financial situation and your personal goals.


Transparent and Holistic Approach

We believe in a comprehensive and transparent approach. We won’t just give you piecemeal advice; instead, we’ll help you see the complete financial picture – from tax strategies, budget optimization, investment plans, to ongoing financial strategies. You’ll understand every aspect of your finances.


Simplification of Complexity

We take the complex world of finance and break it down for you in simple, understandable terms. No jargon, no convoluted theories – just practical, actionable strategies you can use.


Lifelong Financial Skills

While we’ll help you manage your current finances, we’ll also teach you the skills to continue doing so in the future. The strategies and habits you learn during our VIP Day will serve you for a lifetime.


Value for Money

Other financial advisors charge $10,000+ per year for the same services! With the amount of personalized advice and direct help you get during our VIP Day, you’ll receive immense value for your investment. The financial clarity and control you gain will far outweigh the cost.

Still have questions?

Who is the VIP Financial Planning Day suitable for?
The VIP Financial Planning Day is designed for anyone who wants to take control of their financial future. Whether you’re a business owner, entrepreneur, freelancer, or a professional, if you are serious about understanding and optimizing your finances, this service is for you.
What if I don't have a business, can I still benefit from the VIP Day?
Absolutely! While we often work with business owners, the principles and strategies we teach are applicable to anyone interested in improving their financial situation. We will help you understand your income and expenses, create a saving and investment plan, and empower you to make informed financial decisions.
I'm not based in the US. Can I still participate?
Of course! We have clients from all over the world. Financial literacy is universal and we can help you understand and apply the financial strategies that work best for your specific location and situation.
How much time do I need to commit to the VIP Financial Planning Day?

The VIP Day is a full-day event, typically from 9AM – 3PM with a lunch break and a few snack breaks in between! This includes a detailed review of your financial situation, financial education, strategy sessions, and planning.

Do I need to prepare anything before the VIP Day?
After you sign up, we’ll send you a list of financial information we’ll need from you. This could include details on your income, expenses, savings, investments, debts, and any other financial data that is relevant to your situation.
I've tried financial advisors before and it didn't work. How is this different?
What sets us apart is our personalized approach. We don’t just offer advice; we educate you about financial principles and how they apply to your unique situation. We empower you to understand and take control of your own finances. Plus, we offer optional ongoing support to help keep you on track.
What if I have more questions after the VIP Day?

We offer two check-ins after the VIP day as well as a $625/month optional ongoing service where we’ll continue to assist and manage your investments and financial plans. You’ll have direct access to us for any questions or support you need.

What is your refund policy?
Due to the intensive preparation and personalized nature of the VIP Day, we are unable to offer refunds. However, we are dedicated to ensuring your satisfaction and will do everything we can to provide a valuable and transformative experience.
Do I need to have a lot of money to benefit from VIP Day?

Not at all! The VIP Day is beneficial for everyone regardless of your current financial situation. Whether you’re just starting to build your savings or already have a substantial amount, our financial planning services are designed to help you optimize your financial strategies and grow your wealth.

I'm not financially savvy. Will I be able to understand the strategies you teach?
Absolutely! Our VIP Day is designed to make financial principles accessible to everyone, regardless of their current level of knowledge. We break down complex financial concepts into easy-to-understand terms and work with you to create a personalized financial plan that suits your needs and goals.
Is my financial information safe with you?
Absolutely. We take data security very seriously. All of your financial information is kept strictly confidential and is used solely for the purpose of providing you with financial advice and strategies.
What makes the VIP Day worth the investment?

Think of the VIP Day as an investment in your financial future. The knowledge, strategies, and personalized financial plan you’ll receive are designed to help you grow your wealth, secure your future, and avoid costly financial mistakes. It’s not just about immediate gains; it’s about setting you up for long-term financial success.

Can I split the payment for the VIP Day?

Yes, we do offer 6 and 12 month payment plan options to make the service more accessible. Please reach out to us for more information on this.

What if I can't make it on the scheduled VIP Day, can I reschedule?

We understand that unexpected events can come up. If you need to reschedule, please let us know as soon as possible and we’ll do our best to accommodate a new date that works for you.

How soon can I expect to see financial improvement after the VIP Day?

Financial growth takes time, and it’s important to approach it with patience. However, with the strategies and knowledge you’ll gain from the VIP Day, you can begin making smarter financial decisions immediately. As you consistently apply these principles, you should start to see improvements in your financial situation over time.

The Choice Is Yours. But Remember, Your Future Is At Stake.

We’ve walked you through our VIP Financial Planning Day, showed you the benefits and the transformations it can bring. You’ve seen the impact it’s had on Jane and many others. You’ve seen the potential of a life free from financial stress and uncertainty.

Now, it’s your turn to decide.

If you leap:

If you leap: You invest in your future self. You replace financial anxiety with confidence. You start making smarter money decisions and pave the path towards financial freedom. You wake up to growing savings and investment returns, rather than bills and debt. You free up more time to focus on what truly matters – your business, your clients, your family.

If you pass:

Nothing changes. The stress, the confusion, the worry – they all stay. The sleepless nights continue, as does the constant scramble to keep up with your finances. The potential of your wealth remains untapped. Your dreams – the house, the college fund, the comfortable retirement – remain just that, dreams.

VIP financial planning day for women, Manent Capital Financial Advisor

Are you ready to embrace financial clarity and confidence?

We believe in you and your potential for financial success. But it’s your turn to believe in yourself and take that crucial first step.

Book your VIP Financial Planning Day and start your journey towards financial freedom.