Frequently Asked Questions

And things you need to know

What does a wealth development consultant do?

A wealth development consultant is responsible for investigating financial situations, identifying and evaluating options for personal and financial assets development, improving business systems, defining requirements and ensuring the effective use of resources in meeting wealth development goals.

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Why do I need a wealth development consultant?

Businesses exists as tools to accomplish something. Too often we tend to get so emersed in the success of the business that we forget why we are doing business in the first place. In too many cases the impact becomes our lack of financial freedom. A wealth development consultant will help you to secure your financial freedom by clarifying your purpose and goals, aligning your business systems, and filling your capability gaps so that you can increase relationships, income, profits, and investments.

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How much does it cost to hire a wealth development consultant?

It really depends on your situation and what your needs are. That is why we offer a free consultation to better understand your needs and how we can help you.

At a minimum, we prefer to work with entrepreneurs who are serious about financial freedom and are willing to invest a couple hundred dollars for a wealth development analysis, credit analysis, and debt reduction therapy that will save them thousands in a short amount of time.

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What’s the difference between a business consultant and a coach?

Generally speaking, a business consultant is an advisor who helps entrepreneurs to address specific challenges that negatively impacts their business.

A business coach on the other hand is focused on helping the entrepreneur to become more successful so that they can create a better business.

As a wealth development consultant, we offer coaching-based consulting that includes both.

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What industry or business do you specialize in?

We operate in the business development and financial services industry, and we are keen in addressing entrepreneurial, business development and real estate investing challenges at a strategic level.

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What type of client do you prefer to work with?

Because we are professionals who understand the sensitivity of entrepreneurship and financial situations, we prefer to work with entrepreneurs who are seeking financial freedom, especially clients who are willing to be open and honest about their needs.

Even though there are a whole lot of business owners out there who will find our services very appealing, we find that working with those who are tired of being a slave to their jobs, debts, families, or businesses make the best clients –they bring the kind of commitment that produce better results.

We also prefer working with clients who can be patient with a process, understanding that their situation did not happen overnight, so lasting change usually takes an average of 90 days after implementing recommendations, especially when it comes to the compounding effect of wealth development.

They feel that making a minimum down payment of a couple hundred dollars plus affordable monthly payments is not just good for their business and a deductible business expense, but it’s an investment in them living their dreams and retiring comfortably.

These clients are typically looking for a service to help them use their resources more effectively to improve their wealth development system, repair credit, quickly pay down bad debt, create an emergency fund, get access to business capital, and an effective analysis with recommendations that lead to good financial decisions – increased relationships, income, profits, and investments.

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How do you price your services?

Strategy Session: a standalone session to help clients brainstorm, plan and analyze their ideas or business challenge or opportunity for an hourly or project fee.

Executive Coaching: is our custom coaching-based consulting program that help clients understand the right corrective actions that will improve their financial situation and put together a package that meets their need.

Other Packages: are tiered and inclusive of each other starting from Give and Earn, which is included in Save and Grow, which is included in Invest and More. These are priced based on the specifics of the case.

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Do you offer a free consultation?

Yes, we offer a free 15-minute consultation centered around identifying your needs, accessing if we can meet them successfully, and determine the next step. In other words, we discover where you are now, where you want to be, and how we can help you to get there.

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What kind of background and experience does your consulting firm have?

With qualifications and training in software development and programming, entrepreneurship and small business management, business analysis, real estate investing and wealth development, and coaching; we bring decades of relationship management, business systems analysis and project management experience serving small and medium sized businesses in sectors such as banking, money market brokering, telecommunications, software development, legal, and construction. On the entrepreneurial side, we bring experiences in private money lending, farming, transportation, real estate investing, and marketing.

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What results can I expect from working with a wealth development consultant?

Clarified purpose and goals that allows you to make more effective financial decisions that lead to better financial performance.

Access to qualified leads, income opportunities, and start-up capital.

Aligned business systems that allow you to make more effective business decisions that lead to better business performance.

Improved cost reduction, with access to partnership opportunities, and business capital.

Aligned investments that allow you to acquire more real estate deals and a better return on investment.

Improved asset protection along with access to equity partnerships and real estate investment capital.

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What are the terms of working with a wealth development consultant?

Clients are encouraged to have a wealth development plan.

A down payment or mobilization fee is expected.

Meetings are scheduled, live, or recorded.

Communication typically includes a phone call, text, email & presentation.

Confidentiality and non-disclosure are a standard part of all engagements.

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Do you offer business funding?

Yes. Through our business partners we can help you get access to between $5,000 to $2,000,000 in business capital once you qualify.

If you do not qualify, we will help you to get qualified, and depending on your case we may explore other options including private lenders, crowd funding, and grants.

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