Personalize Me All The Way
Meet Harold, this care-free and casual, yet classy and sophisticated, dude right here. Harold strives to be a millionaire and is convinced that using this strategy will get him there. Harold tells everybody that he's an expert with money. They all know he's lying, and he knows that they know he's lying. Even he's aware that he's lying, but Harold doesn't care. He's going to fake it until he makes it. He believes that attitude is everything. He has been on the lookout for someone to put this together for him, organize it all into an online accounting program, and not just manage it for him, but be his personal bookkeeper. He wants to enjoy his money, not have to deal with bank reconciliations or other annoying and tedious tasks. "How can anyone enjoy money when they have to do math?", Howard asked last December. "I need a butler, but... like... for money.
A BudgetKeeper we'll call them. If I could only find someone to implement this strategy into an accounting system, be my BudgetKeeper, and keep all my finances organized in such a way that I don't have to worry about it, I'd be a millionaire in no time." That is when we told him that he had come to the right place.
Hearing this, Harold couldn't contain himself. He honked and squealed and honked and squealed. He was happier than a hog in poop that he had found WrightBooks.
We were able to help get all his accounts set up for him, and then some. He took advantage of our one on one coaching, and everything began moving right along. Howard knew that we were always on top of this before he even asked. This made Oliver feel so special, so loved, and so sophisticated. He even bought him a new suit to compliment those feelings. He definitely began sleeping so soundly that he began wondering if he'd ever actually slept before.
Harold has become more loved in his community and has found that he gets so much enjoyment from his Integrity fund. "I mean, who knew that helping others could be this much fun!?" This is what he said to us last month.
He continues his monthly subscription with us today. The last thing he told us was, "I love looking at my money so much now, that I created a shortcut so I could see my progress on my phone. I can click on it any time I want to and see exactly what I have in my accounts at that exact moment. Watching the money grow just makes me giggle. Sometimes I giggle so hard that I pee a little", he laughed, then blushed, and then continued, "It's like magic. I make the same money as before, yet it feels like there's always more money than there was before. That's not even possible! So, it must be magic. I'm most definitely less stressed. You have provided me a miracle and all I have to do is follow the personalized plan you created for me. Thank you so much!" We are so happy to have brought this happiness to Harold. He is such a bright part in our days.
Here is what Harold received:
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Be Your Own Bank, Goal Setting, and Loan Amortization Calculators $58 Value
- Harold had already taken advantage of his free 30 minute video consultation. But, had he not, well no worries, Harold would have still gotten that for free. The most necessary information that he needed to discuss, in order to personalize his budget, was communicated during this consultation. $30 Value
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Thorough budget analysis, to include charting his accounts, into categories, in an easy to view report. Detailed review of these reports utilized as a tool to creating the most brilliant personal budget Harold had ever seen. And all of this was organized, with customized accounting software, and his money was organized as a business's money would be, only laid out in terms that a non-accountant can understand. Although his BudgetKeeper could never access his money, they could still prepare payments for his bills and send them to him for approval. He would then approve the bills he wanted to pay. Harold was so happy that he wanted to frolic in the mud pit. But the mud pit was dry, so he hosted a local rain dance to solve that problem.
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A personalized portfolio, presented and organized in a way that Harold could understand. Harold had lots of questions about the implementation instructions, that were included. WrightBooks was there with one on one coaching and helped him understand clearly, and left Harold feeling so optimistic that he became both hungry and aroused.
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Personal Assistance in setting his first 2 primary goals. Harold has always wanted to go to Auction, but he always spent his money, he never had the self given ability to save it. So his first goal was to save up for that Auction ticket. He then decided that his 2nd goal was to pay off the mortgage debt he incurred from building his home. His loan was a hefty one, as he didn't go cheap. Harold had invested in bricks for his home. After watching both Oliver's and Zane's houses be destroyed with a few huffs and puffs, Harold wasn't going to take any chances. He'll show that damn wolf, and Peter.
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He received a budget incorporating these important and very personal goals, and he was amazed that he still had money left to spend, to pay his bills, AND help people! He really could completely relax and know this was all under control. Laying it out in the formatted reports, the way we did, let Harold know where he was, where he was headed, and how long it would take to get there. Just like Oliver and Zane, this really helped him learn to absolutely love every minute of taking care of his money.
- Eight hours of live, one on one, coaching sessions. Harold was free to choose when he wanted to use them and booked these live video sessions right through our website. These sessions were to help Oliver with all his questions, issues, or even just consulting and advice, for his budget plan. They are also intended to be used for communications needed to personalize all of his finances into the accounting software used by WrightBooks. He didn't even use them all within his first month and it didn't matter. Those coaching credits never expire. Value of $400
- The subscription services are required, to go All The Way. 3 hours of coaching credits included each month (non-accumulative). He also receives weekly budget analysis, with emailed feedback and suggestions, personalized monthly review of his budget, weekly and monthly reconciliations, monthly reports, spending analysis, goals and milestone reviews, advice, personalized budget revisions, and corresponding visual graph reports. On top of all this, his bills were organized and due dates memorized. He never had to even worry about them. When bills became due, he'd get an alert. He could choose to pay the bill or not. WrightBooks continued to record and maintain, keeping Harold focused on enjoying his life... and spending this money.
- Harold understood that he needed to allow WrightBooks access to link to his accounts in order to use this service. By linking his accounts with the online accounting program used, WrightBooks could prepare all of the custom services promised under this subscription plan. Harold understood that WrightBooks would never have access to his money, only to view his transactions.
Download a sample of Harold's welcome packet to view the reports and services he received when he partnered up with WrightBooks. He also continues to receive these reports monthly.
Download a sample of Harold's Personalize Me All The Way monthly reports that he receives with WrightBook's BudgetKeeping services.