Itching for asset protection help like… yesterday?
Let’s Get it Done in 1/2 a Day
Are you ready to ditch the wack-a-mole approach to asset protection and finally clean up shop for your real estate business.
Then our Asset Protection VIP day is perfect for you
WHAT IS INCLUDED
The Asset Protection Audit is exclusively available for investors with property in New Jersey or Pennsylvania and includes:
1-hour strategy session on Zoom
Review and comments on all LLC operating agreements, resolutions, and minutes
Review and comments of all partnership agreements
Review and comments on all lease templates
Review and comments on all real estate purchase contract templates
Review and analysis of all insurance
Review and analysis of all current financing
Review and analysis of all estate planning documents
Call recording and memo from Bonnie Galam with action steps
Creation of custom asset protection roadmap
An Asset Protection Audit is Perfect If:
✔️ You’ve got a hodge dodge of asset protection, like an LLC here, an insurance policy there, but have no clue how or even IF they interplay
✔️ Your legal docs are starting to collect some dust and you know they are ripe for an update… you’re just not sure what
✔️ You don’t want to play wack-a-mole with the legal stuff and want to knock it out in a day
✔️ You’ve got the pieces today but no clue what a plan to protect your assets looks like in the long term
WHAT IS NOT INCLUDED
The following services are NOT included in the VIP day
LLC creation
LLC updates
Lease or Contract Creation
Estate planning document creation
Deed preparation
Audit Clients are entitled to 25% off flat rate legal services booked within 30 days following the Asset Protection Audit
How does this work?
You might be wondering - Bonnie, this is WILD. How are you able to get this all done in just half a day? Am I gonna be on a boring zoom call with you for hours?!
Here’s a quick rundown of my VIP day agenda following my signature 4 part framework:
You will receive a pre-work questionnaire 2 weeks before your VIP day. This is where you’ll lay it all out for me. We’ll start off our VIP day with a 1-hour call to go over your STRATEGY for your real estate business
I’ll send you on your merry way for a few hours while I proceed to the SET-UP phase. This is where I’ll create your custom asset protection roadmap
Next, I’ll SYMPHONIZE (aka connect all the dots between the legal stuff and how your biz actually runs) to create a secure, smooth sailing ship. This is where the magic happens
Once the asset protection plan is created, I will SHOWCASE your entire plan with a comprehensive roadmap, action steps, and revised document package.
So let’s talk money…
What’s the investment?
How much does it cost to straighten the ship?
Just $4000
To tackle this stuff piecemeal would cost over $8500. However, when I bundle this and deep dive into your investing business all at once, we can tackle without all the extra fluff and wasting time getting up to speed over and over again.
You also walk away with the complete asset protection plan