WHOLE Truth Rebel Rock Coaching

Everything we do together is to help you build:

  • LIQUIDITY

  • LEVERAGE

  • CONTROL

 
 

rebel rock coaching — It’s All about you

You earn 6+ figures a year. Taxes seem to get in the way of reaching your ultimate financial goal for you and your family. You want to learn about other ways to multiply your money beyond the stock market. We get it! It's why we take pride in educating you. When you understand the WHOLE truth about money, you keep more money in your pocket.

Our Wealth Strategy Coaching includes educating and implementing strategies to address:

  •  Savings/Capital Reserves – liquidity

  • Cash Flow

  • Debt Paydown

  • Tax Planning/Strategy

  • Capital Expansion – alternative ways of investing

  • Income and Asset Protection

  • Legacy

You don’t need to be in the dark anymore. You can be confident and in control of YOUR money.

Connect with one of our Wealth Strategists today.

 

rebel rock coaching for your business

Whether you are a thriving solopreneur or a business owner with dozens of employees, access to capital, managing your tax liability, and maintaining your cash flow are usually top of mind. You tend to focus on your company’s finances but not so much on your own. Our Rebel Rock Coaching for Business Owners can help you take a holistic and strategic look at both ‘sets of books’ to make sure you are positioned to have the most flexibility, tax savings, leverage, and access to liquid funds.

This program includes everything you see above for your personal finances plus the following for your business:

  • Business valuation

  • Where to put Capital Reserves

  • Cash flow control - unpredictable cash flowing in, known expenses that must flow out

  • Capital for significant expenses – payroll, taxes, inventory, equipment, or services

  • Employee Costs - hiring, training, benefits, bonuses, etc.

  • Employee Benefits

  • Funding options for acquisitions/expansions?

  • Capital Expansion - where to put excess capital for growth

  • Tax Strategies

  • Retirement Planning

  • Succession Planning – Legacy

  • Complimentary document review

  • And more...

The more control you have over your company’s finances, the better a leader you can be, and the more ready you will be for the next economic shock or incredible opportunity.

 Our wealth strategists will evaluate and determine the best outcome for you and your business’s financial needs.  

 
“We help you put sustainable strategies in place to meet YOUR financial goals - not Wall Street’s”
— Chief Wealth Strategist, Rebel Rock Wealth