Who Are My Clients?

My clients are anyone who has a dream or goal to build financial success. They are are individuals and small business owners. While working with companies, individuals and families over the years, I noticed an obvious fact: That every business has a person behind it; and the person behind the business has a mindset, dream, vision, a future and an interest in their own financial independence. I also noticed that income earning families with in-depth knowledge of how money works and how to wisely distribute their income, are usually the families who succeed. This is why my MasterPlan™ caters to the individual to help that individual manifest their financial dreams both as a person with or without a business, and no matter how much they are currently earning. I connect deeply with people on a personal level and help them manifest their potential for stronger financial future in their personal life and in their business structure. If you are looking to build your financial future I have the resources to build both mindset and financial bottom-line. If you desire to unfold your financial dreams, whether personal or business, and feel like you’ve tried so many times, and right now you’re just really tired…I can help you. Do not give up! However, working with me, you’ll need to decide to give this your best effort. I will hold your hand and help you fulfil those financial dreams.  – Edith

The MasterPlan™ is a turn-key financial success plan, built on a first-class holistic process to resolve financial success, both for an individual and their family, and for the individual and their business. It is an end-to-end solution covering all aspects from discovery and unfolding of financial issues, redefining financial goals, to packaging a financial success plan to fix finances and fulfil goals, while following-up with the client to ensure goals are realized and the client is happy.  A MasterPlan™ is  packaged with all the financial services built into a customized plan to satisfy the success goals of the client. It is also an educational plan based on financial needs analysis; and is geared to also help the client have long-lasting financial success by putting the Plan into practice. It is a Financial Plan + Success Plan; it has all the components suited for the client to succeed. All our clients go through a quick process to create a MasterPlan™. We set up a one-on-one meeting with our prospective clients to brainstorm their Financial Road Map to create their MasterPlan™. We have a Personal Financial Plan and Business Success Plan.

 

I’m pleased to offer you a complimentary financial check-up. No Cost. No Obligation. Get financial advice you can use right now for personal finance and business growth. You’ll benefit from the broad array of advice and services. 

 

Some things to expect from working with me:

  • Exposure to reputable Fortune 100 to Fortune 500 financial companies for personal and business finance.
  • Exposure to some of the most innovative marketing and advertising companies for business growth.
  • New financial planning techniques for personal and business.
  • Create a practical financial plan that will help your personal and business dreams come true.
  • Setting measurable and attainable financial goals for personal or business.
  • Gain knowledge on how to streamline your business and cut costs.
  • Gain access to companies that offer discounted utility bills, savings as much as 50%.
  • Credit repair and debt management for personal and business.
  • Overcoming obstacles that you might not have noticed in your personal life and business.
  • Revamping ineffective or obsolete business practices and structure.
  • Use cost-effective Growth Marketing strategies for faster business growth.
  • Learn how to take control of your future wealth by forming new lifestyle habits.
  • Private access to my Library of curated self-improvement and financial growth content.
  • Discover how to use financial knowledge to create a successful lifestyle.
  • Start learning simple effective time management methods.
  • Find out how to manage your time and money efficiently in your personal life and business.
  • Grow wealth faster than before using the right combination and portfolio.
  • Discover the common behaviors of successful people.
  • Be on the path to create the life you’ve always wanted.
  • Discover how to grow your money and to keep your net worth growing year after year.
  • And much more!

MasterPlan™ for Personal Financial Plan

MasterPlan™ for Business Growth Plan

The MasterPlan™ is my only service, because what is needed for success is the right plan,  with the right mindset and the right financial growth products to build a system to succeed. I pick the right, affordable and high quality financial service(s) to incorporate with my clients’ goals to bring about the financial success they desire. I have a one-on-one conversation with my prospective client, and I listen to what they desire for their family and business; then work with high-end financial companies to choose the right financial services for my clients. I also educate my clients: individuals and small business owners on personal financial resources, and business growth strategies available to them in the marketplace. With my plan, they are positioned to make well-informed decisions that are hand-picked with the right resources, costs, and strategies to fulfill their desires. Their families’ financial future is thus built on the best-customized plan unique to their situation to generate strong, successful, and lasting financial impact.” – Edith

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