DIY Financial Services Expert Guidance for Independent Success

Aloha! This group of services will help you with one-time project work or we can be just a second set of eyes to make sure you’re on the right track.

PROJECT BASED SERVICES

Looking for a smarter way to take control of your financial future? Welcome to the Aloha Financial Plan Review, a comprehensive service designed to evaluate, optimize, and strengthen your financial foundation. Whether you have an existing financial plan or are starting from scratch, this DIY financial service equips you with expert insights, actionable strategies, and a clear path forward.

Think of it as your financial second opinion—a deep dive into your financial health with the guidance of seasoned professionals.

What Does the Aloha Service 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 Plus 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)

ALOHA Financial Plan

How the Aloha Review Works

Our process is simple yet powerful:

  1. Kick-Off Strategy Session: In a 90-minute meeting, we’ll review your financial plan, identify gaps, and propose actionable improvements.

  2. Customized Action Steps: Walk away with a clear set of recommendations to implement over time.

  3. Answering Your Questions: Got questions? We’ll address them all during the session, ensuring you leave with clarity and confidence.

Ongoing Support You Can Count On

We get it—implementation takes time and effort. That’s why the Aloha Service includes 30 days of unlimited communication via Slack after your session. Whether you need clarification or advice, our team will be there to guide you.

And if you decide you’d like more hands-on help, we’ll include a proposal for our ongoing financial planning services, so you can have us by your side every step of the way.

Why Choose the Aloha Financial Plan Review?

The Aloha Service isn’t just another financial review—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.

Why Choose the Aloha Financial Plan Review?

The Aloha Service isn’t just another financial review—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.

VIP DAY

What Does VIP Day 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, VIP Day 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 VIP Day 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.

Take your financial future to the next level with Black Mammoth’s VIP Day Service. Designed for individuals and business owners alike, this exclusive concierge financial planning experience delivers a comprehensive, customized plan to help you optimize every aspect of your financial life.

Whether you’re looking to strengthen your investment strategy, streamline your cash flow, or set clear goals for your business, VIP Day offers a one-of-a-kind, hands-on experience that empowers you with actionable steps for success.

What Is the VIP Day Service?

The VIP Day Service is an immersive, all-encompassing financial planning session that combines deep-dive analysis, expert collaboration, and actionable strategy. Over the course of a day (or two), we’ll develop a roadmap for your financial goals and provide the tools you need to implement it over the next 12 months.

It’s not just a plan—it’s a VIP experience.

Why Choose Black Mammoth’s VIP Day?

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 VIP Day 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)

We’re financial industry professionals with a wealth of knowledge and outside-the-box thinking, and we’re
passionate about helping you achieve financial success through financial education and expert guidance.
Whatever your endeavor, Aloha can help you say goodbye to financial uncertainty.