Services

Financial Literacy Coaching (Individual and Family)

One on one coaching with the aim to coach you on a variety of topics including: your investing personality, reviewing your budgeting pitfalls and successes, basics of investing, and creation of a savings plan.

You will receive a customized plan that can be used to increase your financial literacy acumen and/or debt repayment strategy

$200 per hour for individual /$300 per hour for family (1hr minimum)

Additional cost for Individual debt strategy $250/ Family debt strategy $350

Business Plan REVIEW

A comprehensive review of your business plan including a corporate level analysis of your P&L forecasts, funding proposal, and all financial aspects of your proposal. You will also receive an hour of one-on-one review time with a member of the Capital Gains Society team to walk through all questions and strategies

You will receive a customized presentation of the strengths and weakness of your current plan including a refresh of your plan and presentation best practices for speaking with bankers and investors

Pricing will be determined after the initial review ($2,000 to $3,500)

Bank account structure review for businesses

Bank type, account type, fee reduction strategy, and interest income maximization strategy with a Certified Treasury Professional that could save or make you thousands of dollars a year. Utilizing strategies that Fortune 500 companies’ use to optimize their treasury departments and strategies; we will be able to streamline your banking similar to larger businesses.

Pricing will be determined after the initial review ($750 to $1,500)

Capital Gains Society Retainer for Businesses

Monthly, quarterly, and annual strategy/business/financial optimization meeting which will review your current forecasts vs. actual results, forward looking strategy. Detailed presentation of your companies suggested actions and risk as it relates to finance.

Pricing will be determined after the initial review ($2,500 to $5,000)