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Your Financial Immortality System (FIS) is the Management and Protection mechanism designed to operate and grow your [TBD]. Your FIS should be implemented at the same time as, or soon after you implement your Financial Emancipation System.
We use the tools that drive success for major brands and corporations to guide you through the following phases;
Discovery
Output > Primary Objectives, Residency, Governance, Beneficiaries
Design
Output > Structure, Estate Attorney, Growth Strategy, Revocable vs. Irrevocable Trusts, Trusteeship, Compliance, Guiding Principles, Vision, etc.
Development
Output > Draft, Iteration, Final Trust Brief
Activate
Output > Schedule Internal Team, Professional Team, BOA Meetings, etc.
Your Personal Financial Immortality Portal
Your system and materials are located within an online, collaborative, secure, and encrypted workspace built on the SmartSheet platform. The portal enables document storage, team communication, and the establishment of a single source of truth.
A Personal Project Manager
PM support (16 Hours) structured to help you achieve the milestones associated with this system
Four (4) Coaching Sessions covering each of the following sections:
Discovery
Design
Development
Activate
Your Financial Immortality System (FIS) is the Management and Protection mechanism designed to operate and grow your [TBD]. Your FIS should be implemented at the same time as, or soon after you implement your Financial Emancipation System.
We use the tools that drive success for major brands and corporations to guide you through the following phases;
Discovery
Output > Primary Objectives, Residency, Governance, Beneficiaries
Design
Output > Structure, Estate Attorney, Growth Strategy, Revocable vs. Irrevocable Trusts, Trusteeship, Compliance, Guiding Principles, Vision, etc.
Development
Output > Draft, Iteration, Final Trust Brief
Activate
Output > Schedule Internal Team, Professional Team, BOA Meetings, etc.
Your Personal Financial Immortality Portal
Your system and materials are located within an online, collaborative, secure, and encrypted workspace built on the SmartSheet platform. The portal enables document storage, team communication, and the establishment of a single source of truth.
A Personal Project Manager
PM support (16 Hours) structured to help you achieve the milestones associated with this system
Four (4) Coaching Sessions covering each of the following sections:
Discovery
Design
Development
Activate