Client+ Premium Service Retainer Package: Deep Dive

1. Quarterback Services

1.1. Strategic Coordination with Key Professionals

1.2. Professional Coordination: Serve as the central integrator among CPA, financial advisor, realtor, fitness coach, and other third-party professionals.

1.3. Strategic Alignment: Ensure all professionals align with your Master Action Plan (MAP) and long-term vision.

1.4. Supercharged Right Hand: Act as the go-between for your executive team and professional service providers.

2. Unlimited Advisory & Communication

2.1. Unlimited Sessions: At least 4+ meetings per month with no cap on session frequency.

2.2. Continuous Text & On-Call Support: Ongoing access for real-time decision-making and support.

2.3. VIP Day (Optional): 1-2 in-person strategic sessions per year.

3. Outsourced Personal Assistant

3.1. Administrative Task Execution: Delegate and manage personal and professional tasks for maximum efficiency.

3.2. Strategic Task Execution: Oversee the execution of key initiatives to keep projects moving forward.

4. Proactive Task & Workflow Management (Accountability & Progress Tracking)

4.1. Business Initiatives: SOPs, executive alignment, and KPI tracking.

4.2. Financial & Wealth Planning: Investment structuring, tax strategy, estate planning.

4.3. Personal & Lifestyle Goals: Home projects, travel coordination, legacy planning.

4.4. Regular Check-ins & Reporting: Structured updates on key deliverables.

4.5. Commitment Management: Keep clients accountable to their personal and professional goals.

4.6. Strategic Adjustments: Adapt plans to evolving priorities and market conditions.

5. Adaptive Problem-Solving & Execution Support

5.1. Risk Mitigation: Identify challenges before they become bottlenecks.

5.2. Real-Time Strategic Pivots: Implement changes quickly and effectively.

5.3. Contingency Planning: Ensure continuity in the face of unforeseen challenges.

6. Business Audits & Strategic Reviews

6.1. Growth Planning: Comprehensive strategy reviews and business audits to identify growth opportunities.

6.2. Financial & Operational Efficiency: Fine-tune business operations for increased profitability and effectiveness.

7. Centralized Oversight with MAP as the Command Center

7.1. One Source of Truth: MAP structures all goals, milestones, and priorities.

7.2. Strategic Alignment: Ensures all projects stay in sync with the long-term vision.

7.3. Real-Time Progress Tracking: Keeps projects moving without delays.

8. Exclusive Network & Resources

8.1. Access to High-Value Referrals: Leverage my network for trusted service providers across legal, financial, business, and personal development domains.

8.2. Custom Resource Matching: Tap into curated resources tailored to your needs.