How does a corporate become successful?

The Answer: They run regular 3rd party audits to review their financial books.

How do I know? I perform audits one of the largest private companies with sales up to 9 billion dollars. What I am doing is helping women who want to take the billion dollar corporate approach to manage their incomes and build generational wealth.

Business owners do themselves a disservice when they do not audit their businesses. Especially when your personal finances are not in order. Audits should always be performed by a 3rd party, this way, you remove the emotional attachment from the process. Every business need a personal finance audit to free you of any financial burdens.

Here is how you can do something different to manage your money effectively.

Book your Money Audit.

This is a full breakdown of how our time will be spent together. It's quite an intense, invigorating but eye-opening session. The investment for this session is (click here) and includes ALL materials and consulting that are listed.


Money Audit are 4 hours in-person or online.

  • Includes:

  • 15 Minute Assessment Call

  • Digital Money Assessment

  • Wealth Tracker Worksheet

  • Goal Reflection Journal

  • Release Money Fear Worksheet

  • Money List - Things I Want For My Money Worksheet

  • 30-Day Weekly Family Planning Meal Plan List Template

  • 30-Day Weekly Family Planning Grocery List Template

  • Debt Reduction Credit Card APR Reduction Tracker

  • Credit Card APR Reduction Request Phone Script

  • Collections Removal Script

  • Digital Budget Template

  • Hardcover I AM Wealth Gratitude & Financial Journal


  • Audit Breakdown

    • Deep dive into monthly income

    • Assessment of income to expense ratio

    • Review of past 2 months of spending

    • Reallocation of expenses and debt

    • Personal net worth assessment

    • Development of saving strategies

    • Effective Meal Planning Strategies


  • Outcome

    • Ability to track assets and liabilities

    • Receive strategies for management of expenses

    • Structured debt repayment plan to 60 days

    • Spending allocation plan for 60 days

To secure this session, please use this link, Money Audit, and do let me know if you have any questions. Once you secure the link, a digital assessment will be emailed to you so that I can get some background information to ensure that our time together is SUPER focused.

If you choose to meet in person, we will have brunch or lunch at a private location for a VIP experience.


Thanks,


Terry Black



Website




Looking for a luxury getaway? Why not book your next trip to Barbados?

Learn More

Previous
Previous

When life becomes complicated, it can do one or two things.

Next
Next

The Excitement. The Transition.