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?
Before VIP Financial Planning Day:
After VIP Financial Planning Day:
Feeling calm when looking at your organized, clear, and controlled finances.
"Honestly, this is one of the best investments I have ever made! You have no idea how much I appreciate your time and your expertise!! SERIOUSLY! Love you so much, and forever grateful for all of the help you have given me!!"
– Jiordana, PhD & Psychologist
"Thank you SO MUCH again for yesterday it was such a great experience!"
– Lauren, Wedding Planner
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.
"I was telling [my husband], everyone is increasing rates now but Silvia is 1000% worth it and actually provides all the value for what she charges!"
– Erin, Registered Dietician
"OMG thank you SOOOOOO much Silvia! You are the best. I have been raving about you since Friday! I can't wait for our call to finalize everything!"
– Marley, Manifestation Coach
Is This You?
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:
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.
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
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?
Transparent and Holistic Approach
Simplification of Complexity
Lifelong Financial Skills
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?
What if I don't have a business, can I still benefit from the VIP Day?
I'm not based in the US. Can I still participate?
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?
I've tried financial advisors before and it didn't work. How is this different?
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?
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?
Is my financial information safe with you?
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.
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.
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.