After reading
all the books, investing in software & programs,
and hiring people to help me, I found that the system
did not exist. Yes, there were people out there telling
you how to create a spreadsheet or report, but no one
telling me how to
use the spreadsheet. So it just sat in a file
as a waste of time.
I set up all those cash flow projections
and reports in the past, but I did not use them. As
a crazy-busy mom and entrepreneur, I needed a automatic
system to keep me on track. So I created the
Money Meetings System to take control of my business
cash flow, and, my life.
Now what is
it like to run my business?
I
have a one-page spreadsheet that predicts my income
and expenses for the year. If I'm thinking about
making changes to my business, or if an unforeseen challenge
or opportunity arises, I just tweak that sheet to see
the effects. I can make a decision immediately because
I know the financial ramifications of any choice.
When
I'm thinking of offering a new product, I plug that
into my sheet. Will it be worth my time? What
should the pricing be? How much do I need to sell to
make a profit? All these questions are answered in just
a few minutes.
I
can tell you if I'll need financing for an opportunity
or expansion of my business, and how much financing
I'll need. Makes it simple to choose to invest
in a high-end coaching program, or a big marketing opportunity,
because I can see where the money will come from.
My
promotion & marketing does not suffer from neglect.
If my promotion starts to fall behind, I immediately
know and can step up before any lag occurs in my sales
funnel. When I want to bring in more money, I have choices
-- to bring in more leads, work on conversion rates,
or work on networking -- and know how to immediately
measure the effects.
Fundamentally,
what I now have is certainty. No more waking
up in the middle of the night to wonder if I have money
in my business checking account, or if I will have clients
next month. I can see where the money comes from and
where it's going. Now, I can concentrate on my business,
instead of worrying about the unknowns. |
Voice America
 Palm
Springs 2008
 Apex
Award
Mastermind Group
2007
 Compass
Expert
Speaking at
Ali's OSBW
 2008
Radio Show |
What will you get by learning the Money Meetings
System in this Cash Flow Tele-Bootcamp with me?
 How
to predict the income you will receive over months and for
any particular service, product, or program.
How
to price your products & services.
How
to evaluate whether a product or service is potentially profitable,
or doomed from the start.
How
to evaluate & measure investments in marketing, education,
consultants, and business expansion.
How
much financing you will need for your business start or expansion.
How
to read and use the reports from your software, bookkeeper,
or CPA.
How
to keep track of your deductions and set aside the right amount
of money for your quarterly taxes.
How
to troubleshoot your income so you know when you will have
income "busts" BEFORE they start, and how to do something
about it.
WARNING: THIS IS AN
INTENSIVE PROGRAM. You will need to set aside time during
the next 4 weeks if you want to get maximum results for this
program.
 "At
every networking event I attend I am bombarded with financial
advisors pitching me or wanting to hire me to help them build
their business. And I always heard the same thing over and
over again…until I met Elizabeth. Elizabeth hired my
company UpLevel Strategies to take her business to the next
level and create new ways to do business in the financial
world. The moment I met with Elizabeth, I knew that she was
different. Elizabeth is not only extremely knowledgeable and
has a stellar reputation in the industry, but she is brilliant
at using unique strategies to help her clients build and protect
their assets. If you are
ready to take your finances to the next level, you need to
speak with her first."
- Kelly O'Neil, Owner, UpLevel
Strategies, Los Gatos, California.
 "Elizabeth's
advice is very specific.
Her personal stories pulled me in and made the information
more 'real' and applicable to my business. Elizabeth, You
Rock!"
- "Rock Star Author," Sandy Grason, international
speaker, author of the best-selling book JOURNALUTION: Journaling
to Awaken Your Inner Voice, Heal Your Life & Manifest
Your Dreams.
 "Elizabeth
gave me new insights without any sense of overwhelm. She
writes clearly and concisely with no confusing jargon, and
I walked away with clear strategies and steps to complete.
Do yourself a favor and sign up for Elizabeth's Newsletter
at GrowUpStrategies.com. You will learn so much from it!"
- Marnie Sweet, Alaska Adventures Expert, from
Ruffs Dale, Pennsylvania.
How does it work?
You get 4 Tele-Classes with me and other Tele-Bootcamp
participants to learn the Money Meetings System and how to apply
it to your business. Each class will be 45-60 minutes of content
with 15-30 minutes for questions.
DATES: April 8, 15, 22, 29
TIME: 10:00 AM Pacific (1:00 PM Eastern)
(classes will be recorded & available
for download but you will get maximum results if you attend
calls live and can ask questions)
You get 4 One-on-One Coaching Calls
with me (15 minutes each). During these calls I will help you
implement the system for your own business. You may use this
time to hold Money Meetings, so you can create the habit of
using this System.
DATES: April 10, 17, 24, May 1
TIME: to be scheduled individually
You will get templates to create spreadsheets
and reports for you to use in your business, customized for
you, including cash flow reports, marketing & sales reports,
profit & loss statements, and balance sheets.
I'll give you a checklist
and guide for conducting your own Money Meetings, so
you don't get stuck when you hold your own meetings with yourself
and/or your staff or partners.
We will send you weekly
emails to "nag" you to conduct your weekly Money Meeting
and get you in the habit.
Right
now I'm also giving some Bonus benefits to the charter members
of this program:
Email
access to me during the program, to keep you on track
& troubleshoot your questions.
Autographed
copy of Grow Up! Strategies: The 7 Legal & Financial
Strategies You Need to Up-Level Your Small Business (2008).
 Special
Bonus: A Money Tree from RedEnvelope: "The
road to prosperity is paved with hard work, determination
and one or two of these bright green trees—at least
according to Feng Shui masters, who believe in the plant's
power to deliver wealth and good fortune. Legend has it that
the discovery of this resilient plant turned a poor Taiwanese
farmer into a wealthy entrepreneur. Ever since, this plant
with the cheerful umbrellas of leaves has been known in Asian
cultures as the "money tree." Exclusively from RedEnvelope."
Every time you see your Money Tree on your desk, you will
be reminded to conduct your Money Meeting!
 "Elizabeth
is FABULOUS! She makes perfect sense out of a confusing topic.
Elizabeth gives clear suggestions about what decisions I should
make as a business owner in easy
to understand language."
- Valerie Hayes, The Pageant Interview Coach®,
as featured on MTV's MADE, MTV's True Life, and CNN, from
The Woodlands, Texas.
"I found Elizabeth's services two years ago,
and my financial situation has done nothing but improve since.
She takes a realistic approach to your money goals, and helps
you find a way to achieve them. My husband and I are thrilled
with our financial position, know we'll have enough for retirement,
and we don't argue about
money!"
- Valerie G., San Jose, California
"Elizabeth Potts-Weinstein is a true professional
who enjoys helping individuals and families achieve their
financial goals. Simply put, Elizabeth knows her stuff, is
honest and extremely thorough and detail-oriented, which is
important in this type of business. Plus she is personable
and down-to-earth, so you feel comfortable asking her any
questions before or after the presentation. We
have already recommended her to our neighbors!"
- Bobby C., Sunnyvale, California
 "Elizabeth
has helped me shift my mind into "financial mode" and gave
me insight on how to organize my cash flow and put in place
a plan to make it happen."
- Daina Bright, Life and Business Coach, owner
of Bright Ambitions Coaching at brightambitions.com, from
Newmarket, Ontario, Canada.
"We are glad to have had Elizabeth look over
our financial decisions to double-check that what we think
we should be doing makes sense from a long-range perspective.
I have also enjoyed her ongoing assistance whenever we have
a scenario that needs an expert's "two cents". Thanks again
for your help, Elizabeth!"
- Matt and Stacy M., Santa Cruz, California
"Elizabeth Potts-Weinstein is a professional
who understands that clients are interested not just in rates
of return, but in making their lives work. She's an excellent
listener and teacher, and so we felt at ease in grappling
with important questions together with her. I recommend her
highly."
- Carrie H., San Jose, California
Elizabeth's "Good Investment" Guarantee
If after completing the Bootcamp
& implementing the system you do not feel it was a good
investment for your business, simply let us know in writing
(by email, fax, or mail) within ONE YEAR of completing the program
and we will refund your money OR offer you a free bonus 15-minute
coaching call to resolve your issue, at your choice.
"So what's my minimum investment for finally
taking control of my cash flow?"
As many of you know, I'm in a Mastermind group
with other experts, coaches, and consultants. Most are no longer
seeing clients by the hour or in coaching and are only available
for a per day rate ($10,000 to $16,000 per day). The other coaches
are charging $1000 per month for their programs, or only seeing
clients in small groups and charging $300+ a month for a group
program.
My all-day fee for a Grow Up! Small Business Audit
is $5,000, and my 4-month Cash Flow Coaching Program is $2895.
But I know you guys are having cash flow problems or you would
not be here, and I want to help you who really need and want
my help … so the investment for the 4-week Tele-Bootcamp
is only $297 (best deal), or 4 payments of $77.
But for those of you who want to ENSURE you will implement the
system & get all of your questions answered, I'm offering
a VIP level to the program. For an investment of $495 (best
deal) or 4 payments of $127, you will receive, in addition to
everything above:
·CDs of all 4 classes, sent to
you by mail.
·Transcripts of all 4 clases, sent to you by
mail.
·A 15-minute BONUS One-on-One Follow Up Coaching Call
with me, six to eight weeks after the program is over. This
bonus coaching call will keep you accountable for implementing
the program, and provide a forum for you to get answers to any
additional questions.
There are other ways you could
spend this money...
- A big seminar with tons of
info but no way to implement (or they just have you there
to sell you more stuff).
- Fees to more financial advisors
& CPA's and bookkeepers who tell you stuff you don't
understand, hand you random reports, or just make more of
a mess.
- Advertising & "pretty"
websites that never get maintained or fully utilized.
- Late penalties & credit
card interest (especially if you're not taking deductions!).
"Elizabeth has an easy to read writing style
and breaks out the technical legal & financial information
in a way that is accessible and invaluable to small business
owners."
- Jayne Brodie, business owner & entrepreneur,
from Sausalito, California.
 "This
is the perfect guide for any business owner. Elizabeth gives
foundational business truths by providing practical solutions
to the reader. If you are
serious about your business, you will get great ideas from
her. I recommend her to all!!"
-Renee Daggett, Certified QuickBooks Consultant
and owner of Administrative Bookkeeping Co., Inc., in Morgan
Hill, California.
This system is not just another way to create a spreadsheet
or report. I'm teaching you how
to use the reports, and we will be creating
a habit of Money Meetings. Let get started today on revolutionizing
your business and your life!
Thanks, and I look forward to helping you take
your business to the next level!
~Elizabeth
Elizabeth Potts Weinstein CFP® JD
Attorney, Financial Advisor
P.S. I can only accept 24 members for this program since it
requires a fair amount of time on my part. So, if you are interested,
don't procrastinate.
P.P.S. Feel free to print out the signup page and fax it to
us at 408-705-24040, mail it to us at 1346 The Alameda Ste 7-112,
San Jose, California, 95126, or call us at 888-293-2672, to
reserve your spot.
Still undecided? Ask me a question via email and I'll get back
to you. I look forward to hearing from you!
Email Elizabeth at growup @ growupstrategies.com
Every effort has been made
to accurately represent our program and its potential. Any claims
made of actual earnings or examples of actual results can be
verified upon request. The testimonials and examples used are
exceptional results, don't apply to the average purchaser and
are not intended to represent or guarantee that anyone will
achieve the same or similar results. Each individual's success
depends on his or her background, dedication, desire and motivation.
As with any business endeavor, there is an inherent risk of
loss of capital and there is no guarantee that you will earn
any money.
Brought to you by Potts Weinstein LLC d/b/a
Grow Up! Strategies. |