Maintenance Program Details
I am very excited to share with you a new program we have developed, called the Pathfinder Maintenance Program.
Once you have completed your coaching program, you might wonder, "What's next?" The PMP is a continuing Coaching Program, designed to advance your tax savings, maintain your asset protection, ask questions as they arise and receive continued support from Pathfinder.
Your Coach will go deeper into topics and strategies covered in your initial Pathfinder program.
The PMP holds you accountable for implementing the strategies, updating your tax diary, corporate records, new opportunities for deductions (from changing circumstances, etc.), confirming the use of written agreements and plans, where appropriate, adding entities as needed, etc. Of course, your Coach is free to find additional tax savings, beyond the initial guaranteed amount.
Before each PMP coaching session, your Coach will send you the "Preparation for your maintenance session" email package. This email includes a form, asking questions that will help your coach get a view of what issues you have been facing since the last maintenance session.
If an emergency arises between regular quarterly sessions, you can schedule an "emergency room visit" with your Coach. We'll do our best to accommodate you within 48 hours.
PMP Review Items:
* Review changes in tax code
* Update corporate minutes and resolutions
* Discuss changes in your personal situation
* Confirm Annual meeting and documentation
* Determine need for Blackstone Trust
* Confirm upstreaming amounts and needs are documented and in place
* Consider need for Bankruptcy Protection Trust
* Identify additional tax saving opportunities
* Review entity structure for needed updates
* Update your Budget
* Update Company (s) and Personal P&L
* Analyze need for additional wealth tools
* Verify Estate Planning Trust has been funded
* Determine efficacy of Treasure Coast Trust
* Review debt elimination plan
* Update established fringe benefits agreement for maximum advantage
PMP Benefits:
* Continue your progress
* Stay protected
* Add to your savings
* Update your entity structure
* Confirm your documentation, corporate records, etc.
* You'll be the first "in line" for new product launches.
* The Doctor is "on call"- emergency sessions available.
* Tax Saving Scorecard
* Entity Diagram
* Benefit of all program improvements