CASEY NEILON ENTREPRENEURIAL EXCELLENCE™ PROGRAM 2018-02-08T07:08:03+00:00

CASEY NEILON ENTREPRENEURIAL EXCELLENCE™ PROGRAM

PROTECTING YOUR BUSINESS INTERESTS AND YOUR FAMILY

PROGRAM OVERVIEW

FOR ENTREPRENEURS AND THEIR FAMILIES

The Casey Neilon Entrepreneur Excellence™ (CNEE) program is a comprehensive approach to building and executing a strategic plan that puts your family in the best possible position to achieve your financial dreams.  This annually renewable program provides four core services and a close partnership with a Casey Neilon consultant who serves as your family quarterback for the long haul.

The end-result of this program is that you get worry-free time to focus on your family and business while we help manage the complexities of your financial life.  We give you peace of mind by organizing and prioritizing the check-lists of things you know need to get done but that you don’t seem to have the time or energy to do.  This allows you to be fully present and focused at home and at work.

Like most successful entrepreneurs today, you are probably surrounded by a number of professional advisors who are experts in their own areas.  This might include an accountant, estate attorney, financial advisor, insurance specialist and other advisors.

KEY IDEA

This program gives entrepreneurs peace of mind and allows them to be fully present at home and at work.

However, you might feel that you are left to do much of the hard thinking, strategizing, analysis and decision-making completely on your own.  You might feel as if no one is looking at the world quite the way you do.  While these advisors are experts in their own areas, you might feel as if no one is willing to step up and take responsibility for the overall plan, which is essential to achieving your goals.

The CNEE program is designed to address this exact problem.  After talking to dozens of our entrepreneurial clients, we discovered that they wanted one trusted partner who would get to know them deeply, build a plan customized to their needs and then help them execute the plan over time.  They wanted someone to hold them accountable to do the things they know need to get done.  They wanted someone to organize and help them execute the dozens of details that might otherwise fall through the cracks.

They also wanted someone who could unite their advisors around a common vision for what they were trying to achieve.  They wanted someone to serve as their quarterback to their advisor team, saving them time and money.  They wanted someone to understand their risks and ensure they were taking all reasonable steps to address those risks.  They wanted someone to hold a backup copy of their most important financial documents.  They also wanted a realistic assessment of their net worth and a plan to grow it substantially over time.

The CNEE program is designed to do this and so much more.  Best of all, it’s affordable.  The CNEE program is divided into four service areas:

CASEY NEILON FAMILY STEWARD™

CASEY NEILON TRUE NET WORTH™

CASEY NEILON QUARTERBACK™

CASEY NEILON LOCK BOX™

CASEY NEILON FAMILY STEWARD™

This service provides a structured and systematic way for our consultants to come to understand your family at a deep and meaningful level.  We get to know your hopes, dreams, fears and goals for everyone you love.  We build a mind-map that serves as a visual guide to represent the inner circle of people who are close to you.  This allows us to build a customized plan that is optimized to benefit the people you care about most.

Click the image above to view a sample mind map

CASEY NEILON TRUE NET WORTH™

This service allows us to benchmark your actual net worth today.  In our experience, most entrepreneurs overestimate their net worth.  They also have unrealistic expectations about how to grow their net worth to achieve long-term financial goals.  We build a mind-map of all of your assets today and provide a realistic valuation of each asset to establish your true net worth.  We also develop a strategy to grow your net worth to your desired levels in 2, 5 and 10 years.

Click the image above to view a sample mind map

CASEY NEILON QUARTERBACK™

This service creates a picture of your advisor network today, the individuals you trust to provide guidance on your most important decisions.  We build a mind-map of these advisors and help you assess the efficacy of the relationships.  We also help bring new advisors to the table as necessary to achieve your goals.

Click the image above to view a sample mind map

CASEY NEILON LOCK BOX™

This service provides an electronic backup copy of your most important financial documents.  We find that most entrepreneurs have a difficult time organizing all of their vital documents in one location.  We also note that often only one person knows where all of the documents exist and what to do with them when needed.  Our lock box service stores an electronic copy of your documents and a set of instructions for what to do with these documents in case of an emergency.

If you would like to learn more about the CNEE program, please click on any of the links in left-hand navigation on this page.  If you’d like a free initial consultation, please complete the form on this page.