WEALTH & WELLNESS

FOUNDATIONal CHECKLIST

A starting point for those who are unsure where to start.

Feeling overwhelmed by finances, but know it’s time to get your life in order? This is for you.

The Wealth & Wellness Foundation Checklist is your no-pressure, totally doable roadmap to help you gain clarity, get organized, and finally build real momentum with your money and long-term wealth.

Built specifically for individuals who aren’t sure where to begin—this guide walks you through:


Creating a clear, real-time budget
Reviewing and tackling debt (without shame)
Setting up retirement, insurance & safety nets
Understanding what big moves (like crypto, stocks, or selling property) mean for your taxes
Exploring advanced wealth-building strategies—when you’re ready

Whether you’ve never looked at your numbers or just feel stuck and scattered, this is your soft landing and your clear next step.

Let’s stop spinning and start building.

Always feel like you are missing the last few items your tax preparer needs when sending over your tax documentation for the year?

Keep all of your business use of home expenses for the year along with your mileage & auto expenses all in one spreadsheet for easy tracking and easy sending (to your tax preparer, when tax season shows up)!

For taxpayers who are business owners - filing an entity return or a Schedule C on a Form 1040.

bUSINESS USE OF HOME

mILEAGE/AUTO EXPENSE tracker

This ‘course’ covers all of the basics of everything small business - whether you are just getting started, have already started, or want to get started. The goal of this course is to empower you by providing you with the information necessary to open and run a business.

If you receive your income through a 1099-NEC or 1099-MISC, this would probably be highly beneficial to you, too! It would also be a “write-off”.

This product includes the following:

Small Business Start-Up & Small Business Taxation PowerPoint Presentations

Two Zoom Meetings, Recorded

Who is this for?

  • Anyone wanting to start a small business

  • Anyone wanting to empower themself inside of their small business (and yes, a small business can make millions)

  • Anyone who receives their earned income through a 1099-MISC or 1099-NEC

  • Anyone wanting to know all of the ins and outs of how their business is taxed and what is required

What these presentations cover-

  • Formation & Set-Up

  • Secretary of State/EIN

  • Yearly Fees/Costs of Doing Business

  • Entity Selection & Taxation

  • Taxation in Different States

  • Employees v. Contractors v. Wages/Salary v. Draws/Distributions

  • Income/Expense Tracking

  • Retirement/Health Accounts

  • Mileage/Business Use of Home

  • Hobby Losses

  • Asset Protection

  • Beneficial Ownership Information Report Filing

  • Gross v. Net Income

  • Expenses/Deductions/Costs of Goods Sold

  • Monthly/Quarterly/Yearly Tax Returns Required

  • Credits Available

  • Different Types of Taxation

SMALL BUSINESS START-UP

SMALL BUSINESS TAXATION

(TWO PARTS)