Build Wealth Conference August 16th to 18th 2024

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nothing gets built without a plan

Let’s show you how to create a profitable strategy for investment and wealth building.

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The Profit Jumpstarter Experience

Turn your income into sustained wealth with our custom-built financial planning solutions.

With Keisha Bailey & the Profit Jumpstarter team in your corner, you can build and implement a strategy for your wealth that prioritizes your goals and values. 

Financial Assessment

Ready to see if your financial life is on track? You feel comfortable managing your own finances, but you feel like you need a “jump start” to get and stay on track.

$1,000 - $2,500

Based on Complexity

WHATS INCLUDED

  • 3 months of in-depth financial plan meetings
  • Evaluation of your current financial situation and portfolio
  • Tailored investment strategy aligned with your goals
  • “Next Steps” checklist to help you improve your overall financial security
i'm ready

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Comprehensive Wealth Planning

Ready to take your financial life to new heights? You are looking for an ongoing partner to help you multiply your money into wealth.

$500 - $1,000

Monthly Based on Complexity

WHATS INCLUDED

Everything from the Assessment plus…

  • Continuous partnership, accountability, and quarterly check-in meetings
  • Ongoing customized, comprehensive financial planning that leaves no stone unturned
  • Coordinated tax, insurance, and estate planning support
i'm ready

Topic Areas Covered

All of our financial planning engagements are built to fit your individual needs, goals, and values. We cover all aspects of your financial life, including:

Tax Strategy & Minimization

Cash Flow Management

Family Wealth & Legacy Planning

Child Education Planning

Real Estate Investing

Business Planning

Estate Planning

Insurance Strategy

Investment Strategy

Retirement Planning

Getting Started with
Profit Jumpstarter

I WANT maximize MY WEALTH
Initial Consultation - Discovery Call
All of our engagements start with a discovery meeting. Together, we’ll explore what goals drive your financial planning journey and where we can help.
1
Commit
Once we’ve explored what our relationship could look like, we mutually commit to our partnership.
2
Goals & Getting Organized
We collaborate with you to help gather your financial documents and information. We’ll meet to assess your financial situation, pose questions, and discuss where you want to grow.
3
Cash Flow & Portfolio Analysis.
Our team of professionals will build you a unique financial plan based on your goals, values, risk tolerance, and more.
4
Design & Deliver Your Plan
You’ll receive your custom financial plan, complete with recommended actions.
5
Dive In
This is where the magic happens! After your initial plan is delivered, we collaborate through ongoing comprehensive wealth management and investment services to help make your financial goals a reality.
6

LIMITED SCOPE

Not Ready for an Ongoing Partnership?

For individuals who are just starting out, we offer a limited scope Financial Consultation engagement. This is perfect for you if you are an individual early in your wealth building journey with a household income less than US$30,000. You are motivated to start on the right track with your financial decisions but are not ready for a more comprehensive engagement.

BOOK A SINGLE CONSULTATION CALL

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Profit Jumpstarter is a boutique Wealth Strategy Firm. All views, expressions, and opinions included in this communication are subject to change. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned.