Working With Us
“We work on an individual basis with employees and entrepreneurs.
Together we’ll custom-tailor and impliment a holistic plan for your financial security and freedom.”
-Aaron David,
Founder & Financial Efficiency Specialist
Here’s how it works…
- Schedule a quick introductory call
- If you’re ready to get started, we begin with a free 30-minute Q&A session and then continue with the one-on-one coaching package (6 months, calls as often as once a week)
- Methodically earn your financial freedom faster than you thought possible
- Spend your time living your ideal life
Introductory Phone Call
We meet with each other and have a conversation. We introduce ourselves, and you give an overview of your situation.
Free “Financial Q&A” Call
We don’t want you to commit to longer-term coaching until we’re all sure that working one-on-one with us can make a huge positive impact on your finances. That’s why in addition to our 6-month coaching package, we also offer 4-session packs as well.
Many people opt for the 4 calls at the beginning as we get to know each other, and then convert to the 6-month package. If you choose to do this, anything you’ve paid so far will be credited toward the cost of the 6-month package.
You’re first paid call is buy-one-get-one-free. This means that when you schedule your first session here, you’ll be given a free bonus Q&A call to get us all set up.
My goal for the bonus Q&A call is to answer your pressing questions, ask you some thought-provoking questions, and we’ll determine if you’re in a position to benefit from custom one-on-one guidance going forward.
If you decide you want to cancel further sessions at the end of this first call for any reason, let me know and I’ll give you a full refund. Likewise, if the call reveals a reason why I don’t think I can help with your situation, I’ll let you know and immediately give a 100% refund.
- Before the Q&A call, you fill out an online form with some basic info about yourself.
- When we speak, you’ll get to ask your most pressing questions, and I’ll also ask you some timely questions that you may or may not have thought to ask yourself.
- From this conversation, I’ll get a better understanding of just how to help. Then we’ll know exactly what documents and info you’ll need to gather first. I may direct you to the Money Levels YouTube channel, and I can often provide some other links, videos, tools, or info that can be of help.
- At the end of this call, we’ll schedule our first coaching call, which is already paid for.
Personalized Coaching
We meet as often as weekly, based on where you’re at with completing the homework assigned to you. Each session is usually 30-60 minutes. At the end of the meeting, you’ll be given
- simple action steps to complete, and
- a link to schedule your next appointment once you’ve done the action steps.
It’s that simple.
Frequent sessions with bite-sized action steps have proven to be the best way to get massive positive results with minimum overwhelm.
Coaching currently costs $3,000 for 6 months of one-on-one coaching sessions, with Q&A access in between.
We’ll always aim to get big results fast. We tackle the lowest hanging fruit first. That said, throughout the 6 months, some general areas and topics to focus on may include:
Financial Foundation
- Mindset & Clarity
- Tools & Systems
- Protection
Cash Flow
- Income & Savings
- Credit & Debt
- Reward Travel With Credit Card Points
Next-Level Banking
- Opportunity Cost
- Liquidity & Arbitrage
- Leverage & Velocity
Investment
- Investor Philosophy
- Risk & Reward
- Cash Flow Maximization
Real Estate
- Financing, Research & Strategy
- Offers & Counteroffers
- Depreciation & Tax Deductions