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Whether you want a second set of expert eyes on your existing financial picture or a full one-time deep dive, these project based services give you professional grade insights without the ongoing commitment.
Built for women, minority, and LGBTQ business owners who are ready to take control.
PROJECT BASED SERVICES
Financial Plan Review
Already have a financial plan but not sure if it is actually working? Or starting from scratch and want expert eyes on your full picture before committing to anything ongoing?
The Black Mammoth Financial Plan Review is your financial second opinion. A comprehensive one-time deep dive that evaluates, optimizes, and strengthens your entire financial foundation.
What Does the Financial Plan Review Cover?
Our financial review is holistic, covering all the essentials:
For Individuals:
Investment Review: Analyze your portfolio, whether in private markets, stocks, or beyond, to ensure it aligns with your goals.
Insurance Audit: Verify your coverage so you’re fully protected when life throws a curveball.
Cash Flow Optimization: Understand your income, expenses, and how to make your money work harder.
Goal Planning: Map out clear, achievable steps for your short-term and long-term financial aspirations.
Tax Strategy: Explore tax-saving opportunities and ensure compliance while keeping more money in your pocket.
For Business Owners (Includes Everything Above):
Business Financials Analysis: Evaluate your profit-and-loss statements, balance sheets, and other key metrics.
Entity Structure Review: Determine if restructuring your business can save on taxes or streamline operations.
Advanced Tax Planning: Develop strategies to minimize taxes and maximize business profitability.
Service Cost:
Individuals: $3,000 (50% upfront, 50% upon delivery)
Business Owners: $6,000 (50% upfront, 50% upon delivery)
Why Choose the Black Mammoth Financial Plan Review?
The Financial Plan Review isn't just another financial checkup—it’s a comprehensive DIY financial planning service that empowers you to take control of your finances while having the expert support you need.
Here’s why our clients love it:
Tailored recommendations for both personal and business finances.
Access to professional-grade insights without the commitment of a full-time advisor.
Continued support via Slack, ensuring you’re never left in the dark.
A clear, actionable plan to improve your financial health and achieve your goals.
Financial Freedom Blueprint
What Does the Financial Freedom Blueprint Include?
Comprehensive Financial Planning
We tackle every aspect of your financial world:
Investment Strategy: Whether you're managing employer plans, private equity, real estate, or traditional stock portfolios, we’ll optimize your investments.
Insurance Review: Ensure you have the right coverage—or find out what’s missing—to protect your financial future.
Savings & Budgeting Goals: Align your financial habits with your goals and create a sustainable plan for growth.
Behavioral Finance Coaching: Break through mindset barriers and build a healthier relationship with money.
Tax Strategy Optimization: Identify ways to reduce your tax burden and keep more of your income.
Cash Flow Management: Gain control of your income and expenses with tailored strategies to maximize efficiency.
Estate Planning Guidance: Secure your legacy with a plan that protects your family and assets.
Exclusive Business Owner Benefits
For entrepreneurs and business owners, the Financial Freedom Blueprint goes further to address the unique challenges of running a business:
Specialist Strategy Sessions: Meet with experts in marketing, legal, tax, lending, and other key areas to build a comprehensive plan.
Custom Business Deliverables: Receive a tailored action plan that integrates seamlessly with your business goals.
Marketing Perk: Record your own episode on the No BS Wealth Podcast, promoting your business to a broader audience.
How Does the Financial Freedom Blueprint Work?
Step 1: Comprehensive Financial Analysis
We’ll analyze every piece of your financial picture to identify strengths, weaknesses, and opportunities for growth.
Step 2: Expert Collaboration
For business owners, we arrange short, focused meetings with specialists to address specific challenges and develop customized solutions.
Step 3: Personalized Strategy Session
We’ll bring everything together in a 90-minute session, walking you through your tailored financial plan and delivering your step-by-step implementation guide.
Step 4: Implementation Support
We understand that making changes takes time, so we offer:
12-Month Action Plan: Follow our detailed roadmap to execute your strategy.
60 Days of Slack Support: Enjoy unlimited communication with our team to answer questions and provide guidance during your implementation phase.
Ongoing Service Proposals: If you want continued support, we’ll provide options to work with our team long-term.
The Financial Freedom Blueprint is for individuals and business owners who are ready for a comprehensive one-day deep dive into every layer of their financial life. This is not a quick consultation.
It is a fully customized, hands-on experience that delivers a 12-month action plan and leaves you with absolute clarity on where you stand and exactly where you are going.
What Is the Financial Freedom Blueprint?
The Financial Freedom Blueprint combines deep-dive analysis, expert collaboration, and actionable strategy. Over the course of a day we develop a complete roadmap for your financial goals and deliver the tools you need to implement it over the next 12 months.
Why Choose the Financial Freedom Blueprint?
This isn’t just another financial service—it’s a bespoke experience designed to empower you with clarity, confidence, and a plan tailored to your life and goals.
Here’s why clients choose our VIP Day:
Comprehensive Coverage: From investments to estate planning, we address every aspect of your financial world.
Collaborative Expertise: Access a team of specialists to provide insights across multiple disciplines.
Tailored Action Steps: Walk away with a plan you can confidently execute over the next year.
Exclusive Business Perks: Boost your visibility with a No BS Wealth Podcast episode and expert insights for your business.
Unmatched Support: Enjoy Slack communication for 60 days post-session, ensuring you have the help you need to succeed.
Who Is the Financial Freedom Blueprint For?
This service is perfect for:
Individuals seeking a holistic financial plan that covers investments, taxes, cash flow, and more.
Business owners looking for expert advice to optimize their business finances and strategies.
Anyone who values a concierge-level financial planning experience that goes beyond the basics.
Service Cost:
Individuals: $6,000 (50% upfront, 50% upon delivery)
Business Owners: $12,000 (50% upfront, 50% upon delivery)