MBE HOLIDAY PROMOTION

Use the promo code MBE2022 for $50 off through December 31, 2022.

Close out the year STRONG with a Financial Strategy Session.

You can do a review of 2022 and/or begin preparations for a prosperous 2023!

Check out the list below to see if a Financial Strategy Session is right for your business and/or personal financial life.

  • Do you have CASHFLOW questions?

    • Is your cashflow stagnant?

    • Are you paying yourself enough?

    • Do you have goals that need funding and you’re not sure how to fund them?

  • Have you taken on DEBT this year?

    • Not sure if you need to keep it or pay it off quickly?

    • Are you injecting cash through loans to pay for basic expenses?

  • Do you have KEY MAN INSURANCE?

    • When was the last time you reviewed your personal and business insurance policies?

  • Do you need to set goals for LONG TERM SAVINGS?

    • What about your EMERGENCY FUND?

      • Do you have one for business and personal?

  • What RETIREMENT and INVESTING strategies do you have in place?

  • Do you have an ESTATE PLAN? What about a SUCCESSION PLAN?

  • Are you curious about how to BUILD WEALTH?

    • Do you find yourself REACTING to financial situations?

If any of these questions evoked any type of emotion, a FINANCIAL STRATEGY SESSION can help!

Use the promo code MBE2022 for $50 off through December 31, 2022.