Join the Financial Boot Camp With Dr. Barbara & Jeff Socha
"In six months you will have six months
of excuses, or six months of progress.
the choice is yours."
Dr. Barbara
WHAT YOU'LL WALK AWAY WITH FROM
THE FINANCIAL BOOT CAMP
understanding Why money is such a
touchy topic
- What were you taught about money?
- What is your relationship NOW with money?
- What would you LIKE your relationship with money to be?
- What do the ultra wealthy think and do with and about their money?
- If YOU don’t have a purpose for your money, you are significantly more likely to give it to someone who DOES have a purpose for your money!
- Our brain doesn’t even recognize the ways that we spend money anymore. (i.e., Just wave a chip instead of reaching into your pocket and pulling out a wad of cash.)
creating Your Financial freedom Dashboards
- Defining your personal Freedom Threshold
- Cash Flow is KING and is THE biggest predictor of your business’ financial picture
- What if you and your spouse/partner aren’t on the same page financially?
customizing your
Investment plan
- What do YOU want in life and what does it cost?
- How to know if you will have enough money for your lifetime?
- How will I be able to have enough for me AND to leave a financial legacy to my children and the causes that matter to me?
- What does it take FINANCIALLY to stop trading time for money?
- Family Legacy Planning
- Real Estate
- Buying other businesses
maximizing your
Tax deductions
- Of the 70,000 pages of tax codes, which ones are most commonly missed by small business owners, parents, and entrepreneurs?
- Tax structure for protection and savings
- How to set up savings to pay for taxes
- What to do about Schedule C?
optimizing your Insurance coverage
- What policies are crucial? Which ones are necessary? Which ones are a waste?
- How to know if you’re getting ripped off?
- What about life insurance policies?
getting all your questions answered
- Confidence comes from having your questions answered
- We'll make sure you have any custom answers you need for your situation
- You'll know you and your family are on track to have the money you need now and in the future
HOW THE FINANCIAL BOOT CAMP WORKS:
1. Registration
Upon registration you will be given assignments that simply help you gather documents to make our time together during the Financial Boot Camp most effective. We truly want the heavy lifting to be done while we’re all together, because we are fully aware that every one of you is overbooked and spread thin.
Rest assured that we’re going to hold your hand throughout this entire process to ensure YOU are 100% clear about all the topics we have listed. No man or woman left behind.
2. WHEN
We’ll be together the 1st Tuesday of each month from 4:00 - 6:00 pm EST, and 3rd Tuesday of each month from 4:00 - 5:00 PM EST. All workshops will be on Zoom and recorded.
You will have access to all of the replays until November 1st, 2022.
3. This will be “Case Study” in nature
The 1st workshop of each month, Jeff will be leading us through the topic and answering questions. In addition, we’ll all get to work on the assignments while we’re in the workshop.
The 2nd workshop of the month will be a case study…on one of the participants! On a first-come-first-CHOOSE basis, Jeff will use one of your real-life situations/numbers to explore the topic, making you the example.
HINT: This is getting VERY high-level financial strategy done for you! WOOHOO!
THIS IS FOR YOU IF...
YOU…want to understand why—despite the fact that you work your ass off—it feels like you’re never getting ahead financially
YOU…want to understand why—despite the fact that you do everything “right” (or so it feels)—it feels like you have to scrimp and save?
YOU…want to have structure and strategies in place so your money is working as hard for YOU as you do for it
YOU…want to stop tipping the IRS with money that is really YOURS
YOU…want a permanent adjustment to your thinking about money. It IS your responsibility to change the financial narrative that was perpetuated upon you
YOU…want to engage in financial conversations with the confidence and understanding you posses about chiropractic care
YOU…want to know for sure that you’re doing everything that you can to be in flow with financial abundance for you and your future generations