3 Monthly Consultations Bundle

This is ONLY available for a select few! Once the group is filled, there will be no more additional spots immediately available.


Three monthly consultations with Diane. These consultations will be 45 minutes each and will focus on any tax, financial or accounting topics you wish. They are purposely designed to be in consecutive months so that you can focus on not only on your tax strategy but also on implementation!

Assume your primary goal is to pay less tax:

Here’s how your 3 consultation appointment series might look:

First, we’re going to ask for your current income projections, ask you questions about your current and future businesses and ask for copies of your most recent tax returns.

You’ll then have your first, in-depth personal consultation with Diane. Diane will prepare potential strategies to discuss and together we’ll choose the best path to achieve your goals through the easiest, quickest path. Diane will identify the next steps that you and your team will need to implement. You’ll then set a date for your second appointment.

On that appointment, we’ll review your progress, to see what’s left to do. We’ll talk about any new goals or questions as well. We’ll determine the next steps to be taken and you’ll set a date for your third appointment in the following month.

On your third consultation call, we will review your progress and discuss any remaining issues to be resolved. At this point you can determine if you have achieved your desired results or if you would like to extend the process for additional consultations.

Maybe paying less tax isn’t your most pressing need. How about setting up all the financial and legal aspects right from the start when launching a new business? How about creating passive income streams or building systems for your business?

What can we help you with that will propel you to reach your goals even faster?

This program is for people who are ready to step beyond just average.

The current price for a personal consultation with Diane is $500 – $750/ each depending on the time of year. We have a special price for you, though.

The price for the 3 consultation package is just $1,200!

When you buy, we’ll immediately send you a consultation questionnaire. Please provide the information that is requested and most importantly, tell us the most pressing issues you have in your business and with your investing.

As soon as we get all of your information we’ll send you a copy of Diane’s calendar to set your first appointment and get the ball rolling!

Important: Please don’t forget to Whitelist Us in order to get our emails. You will need to do this in order to set the appointments.

Our Price: $1200

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