CASEY NEILON ENTREPRENEURIAL EXCELLENCE™ PROGRAM
PROTECTING YOUR BUSINESS INTERESTS AND YOUR FAMILY
FEATURES & BENEFITS OF THE PROGRAM
CASEY NEILON FAMILY STEWARD™
Your Casey Neilon Consultant will engage in a discovery process designed to create a deep understanding of your family, goals, dreams, fears and comprehensive financial situation.
Your Casey Neilon Consultant will build a relationship map that shows who you love, what you want to achieve in life and why this matters to you and your family. We’ll also identify gaps between your wishes and the structure of your financial life.
You will gain peace of mind, knowing that a financial professional who is an expert deeply understands your situation and can take action on your behalf.
You will be deeply understood by a financial professional who is in a position to serve as a steward of your family’s wealth and dreams.
Your Casey Neilon Consultant will be able to advocate with other professional advisors on your behalf, greatly increasing the likelihood that your goals are realized.
You will gain confidence that what you want to have happen in life is far more likely to happen because a trusted professional is watching over your affairs.
CASEY NEILON TRUE NET WORTH™
Your Casey Neilon Consultant will perform a thorough financial analysis to develop a highly accurate picture of your True Net Worth in order for you to set goals for the future. Most entrepreneurs are not confident that they truly understand their net worth.
Your Casey Neilon Consultant will help you create reasonable projections and strategies for how to achieve your net worth goals for 5, 10, 15 and 20 years into the future.
You will gain clarity on your actual net worth today so you are not operating on erroneous assumptions or inaccurate information.
You will have more critical information in order to take reasonable risks and avoid risks you shouldn’t take that might negatively impact your net worth and set you back decades.
You will come to understand how the decisions you are making today are impacting your long-term net worth and financial standing.
You will gain an objective viewpoint, based on hard numbers, about what you need to do to achieve your lifetime net worth goals.
To most likely achieve your goals, you need an expert with a structured approach that addresses a wide range of concerns.
CASEY NEILON QUARTERBACK™
Your Casey Neilon Consultant will proactively build relationships with your current professional advisors and serve as a quarterback to those advisors. This could include your tax advisor, financial advisors, CFO, estate attorney, insurance specialist, banker or mortgage specialist and others.
Your Casey Neilon Consultant will evaluate your advisor relationships and make recommendations about how to improve communication to increase the likelihood of achieving your goals.
You will benefit from a team of individual experts who act like a team to serve your best interests.
You will save a tremendous amount of time and energy and have an objective professional who you trust and who deeply knows your situation to lead your professional advisor team.
You will gain access to professional advisors who can serve you very effectively through our referral network of vetted and qualified experts.
You will receive much better advice that you can trust and that is tailored to your unique situation while avoiding taking action on advice that might not be in your best interests.
CASEY NEILON LOCK BOX™
Your Casey Neilon Consultant will collect all of your vital documents into a single digital lock box. This could include investment account information, tax returns, mortgage documents, life insurance, wills and trusts and other documents.
Your Casey Neilon Consultant will analyze the disposition of these documents to ensure that they are aligned with your goals. Where there is misalignment, we will make recommendations to fix these.
You will gain peace of mind that someone you trust, someone other than you and your spouse, can access, manage and provide recommendations to update your most vital documents.
You will avoid the types of catastrophic situations that can occur when documents and not properly stored, updated and executed in crucial moments.
You will keep your financial life and personal life in much closer alignment over time, as your situation changes.
You will benefit from having an objective third-party evaluate the details of your documents to ensure that they are in keeping with your wishes.