Are You Ready To Take Your Business To the Next Level of Success?
Use our time together to benefit you the most*
Bronze: This is a one-shot, one-hour jam-packed call. We'll send you a few assessments to complete prior to the call. They'll help you create Bring a list of the most important Get the answers you need, brainstorm, or receive skills development. Includes 7-days of our unlimited email support.
Silver: This program provides just that extra bit of help you desire when you need it. You'll have 3 one-hour sessions to schedule within 90-days.
Maximum accountability*
It's great to have a good plan, but it's the results that really count! Our programs, are intended to significantly accelerate the success of independent financial and investment professionals, and the service providers who work with them.
First, create your business plan success roadmap. Secondly, get accountability as you execute your plan. Choose a plan below to help you make "Da Big Shifts.".
Gold: This highly structured program provides additional 1:1 accountability 2 hours a month. Great for those who have a tendency to jump from task to task possibly without completing them. Includes Done With You business plan programs.
Platinum: This Fast-Track program provides a highly structured 3 hour program a month for extra accountability. A perfect program for those who require results more quickly. Includes a href="http://www.BusinessAndMarketingPlan.com/programs/" target="blank">Done For You business plan program
*Non-refundable fees are required upfront to begin a process or to claim a place on our waiting list.
1:1 Programs |
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| Silver | Gold | Platinum VIP | ||
| Duration | Silver | Gold | VIP | |
The Start |
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| Intake Complete Forms & Assessments |
Some forms |  |
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| Intake 2 Consultation About Answers (1 Hour) |
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| Welcome Kit Stop Working With Jerks CD, Workbook, Planning Video, Binder & More |
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ACCOUNTABILITY |
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| Business Review Meetings Per Month |
3 / 1 hour sessions | 2 / 55 minute sessions | 3 / 55 minute sessions | |
| Taped Sessions Phone or Skype Sessions |
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| Weekly Success Tracker Answer 8 Accountability Questions Each Friday, Get Maria's Answers on Monday |
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| Urgent Calls Don't Let Problems Stew |
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| Critiquing Materials Website, Print Materials, Articles, And Current Projects |
During sessions only | Email or during sessions | Email or during sessions | |
| Email Coaching Unlimited |
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PLUS THESE BONUSES |
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| Planning Retreat Group Planning Session Held In Poulsbo, WA** |
20% Discount | 40% Discount | ||
| Discounts On all CDs, Ebooks, Templates |
20% Discount | 40% Discount | ||
| Client Café Access Gain Access to 500 Assessments & Templates |
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| Investment** | $999 for 3 sessions + $250 for new clients | $5,000 for six months | $13,000 ($24,000 on retainer) | |
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**Travel, lodging or trip to the Rain Forest or Seattle are not included. Request additional information on our programs here
Price for packages is subject to change. These services will only be available to a limited number of customers. New customers are guaranteed my services, at the packaged price you selected, until until the end of the Agreement time. Renewals are reviewed and considered on a case by case basis with priority given to current clients over those who are applying to become a customer or customers on our waiting list.
About Our Programs
Our programs are jam-packed with transferable strategies, tactics, and inspiration that will help you be more successful. They never contain pie-in-the-sky strategies or get-rich-quick schemes. Instead, we speak candidly about practical strategies and actionable tactics that are easy to implement and achieve result$.
Unsolicited Testimonial
"Maria, I got so much more out of your 1-hour program than I have gotten from multiple hours of reading and attending seminars on business planning."
Monica Barnard, APA, CEBS
Barnard & Associates
Strategic Planning on Steroids Bootcamp
Complimentary
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