Work With Bill
It all starts with a conversation.
I want to get to know you and understand your both your current situation and your vision for the future. Expect 90-120 minutes of friendly conversation and getting to know one another.
Where we meet is up to you. We can meet over a cup of coffee, take a walk though the park or perhaps at the beach. Anywhere that gets us away from the daily grind and free to talk about personal topics in a safe and peaceful environment. It’s up to you where we meet, your comfort is my main concern.
After this in-depth conversation, we’ll explore the possibilities for your next, best steps. The most crucial piece is to know if I’m the right guy to help and ensure that there is a level of chemistry and comfort to work together.
Investment for the initial consultation: $249
Should we decide to continue working together, this will be deducted from the long-term package price
Coming from a financial planning background, I’m very process oriented. The process itself is not linear, but rather interrelated.
This process includes:
Helping you discover the options available, understand the different stages of the process and how to plan accordingly
Exploring how this will not only affect you, but those around you – from loved ones to your employees, clients and other professional relationships
Plans & Goals
Assisting you through the best strategies and steps to take; leading you ever closer to your vision of life on the other side of business ownership
This is not a cookie cutter process. For each person it will be necessary to understand where you are in the process and what you hope to do for your second wind.
A possible scenario for meeting would look like this:
- Meet weekly for the first month to understand all the details and create a game plan
- After the first month, meet every other week for the next two months.
Investment: $1999 for 3 months (8 sessions)
Plan is renewable as needed and customized as progress is made.