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From:
Elizabeth Potts Weinstein
San Jose, California, USA
Monday, 5:17 PM
Dear Friends –
After working
with dozens of clients over the last three
years, I found my clients asking the same
questions. Not just how to select a mutual
fund or whether they should refinance their
mortgage … but questions like:
How can my spouse and I
stop fighting about money?
What method should I
use to track my money and investments?
How do I reduce the overhead
of my small business?
How do people choose
a charity to support?
I’m getting a raise,
how do I decide what we should do with
the money?
Are we spending too much
on (clothing, insurance, private school,
travel, luxury items, etc.)?
Should look at my budget,
money, and investments weekly, monthly,
quarterly or annually?
Is there an easy way for me to learn Quicken?
We can’t afford all the life insurance
we need. What do we do?
I can get approved for a mortgage, but should
I buy this house?
Should I stay home with my kids or keep
working?
How can I get more income out of my business?
Where can I learn more about investing?
Clients asked these
question by email and telephone over months
and years following the creation of their
financial plan, as they attempted to educate
themselves and implement their financial
to-do list.
But I hate billing
by the minute to answer the emails or telephone
calls – and I don’t want to
charge each client $5,000+ per year for
a formal on-call retainer relationship.
So I asked myself,
how can I answer all these important questions
and help my clients educate themselves about
their money – without having to charge
high fees?
For inspiration,
I looked at where I get ongoing ideas and
information about business strategy and
marketing for my financial planning business
– from my Mastermind groups.
These small business
groups, each coordinated by a top expert
in marketing or business strategy, go beyond
the typical networking or lead-generation
group. The Mastermind is a fellowship of
entrepreneurs who are all dedicated to growing
their business and achieving personal and
financial success. The genius is not just
in the information and consulting provided
– but the support & ideas from
the other group members. The added bonus
is that in each group, I get to work with
a top expert who normally charges $500 to
$1,000 per hour, at a fraction of their
usual rate.
Why not create a
similar group for my clients to learn from
me and share with each other about their
finances?
Introducing
The Money Mastermind!
The Money
Mastermind is a program to help you achieve
financial mastery, through…
Unlimited
email and fax access to me to troubleshoot
your financial questions
Monthly
one-on-one coaching days to answer your
private questions live on the phone
Monthly group
calls with me and my panel of experts to
develop your money expertise
Online community of like-minded
group members to support and share ideas
33% off private coaching
& consulting, classes, events, books,
and self-study courses
And, other bonuses (see
below)!
Take a few minutes
for yourself, and read below to learn more
about this valuable program. If you have
any questions, call us or fill out the Contact
Us form, and we will get back to you in
two business days.
In
his book, Think and Grow Rich, Napoleon Hill defines
Mastermind as “coordination of knowledge
and effort, in a spirit of harmony between two
or more people, for the attainment of a definite
purpose.”
The power of the
Mastermind is in the accumulated experience and
knowledge of all of the members of the group –
and the energy that is created when all of the
members are supporting each other to attaining
the same goal – here, to create wealth &
prosperity.
But many small
investment or money groups loose focus, without
guidance or leadership. Either they degrade into
a purely chit-chat social organization, or loose
cohesiveness when there is no expert to consult
or leader to provide direction.
Elizabeth’s
Money Mastermind is a combination – a community
of like-minded members, all dedicated to improving
their financial literacy and wealth – and
a program lead by a financial planning expert,
who can answer your questions and teach you about
your money. The best of both worlds!
So, what do you get by joining The Money Mastermind?
[1]
Get Elizabeth “On Retainer” to Answer
Your Questions by Email and by Fax – Unlimited
Access!
Do you want a “second
opinion” when making a decision about your
money? As a member of this community, you now
have an independent expert on e-mail & fax
retainer, to answer your money questions.
Need to choose an investment?
Make a decision on a refinance? Learn new ways
to budget your money? Want a ideas to structure
your finances with your spouse?
Send Elizabeth an email
or fax, and you will receive a response within
two business days!
[2] Private Coaching from
Elizabeth Via Monthly One-on-One Call in Days
Need to discuss a particular
problem, or brainstorm solutions to your money
issue? Each month Elizabeth will have a day set
aside just for her Money Mastermind members.
On this day each month,
Elizabeth with set aside specific hours for you
to call in for a mini-consult. Also called “laser
coaching,” these 10-minute small sessions
are a great way to get a specific, targeted question
answered live.
[3] Monthly Live Calls
with Elizabeth and her Panel of Experts in the
areas of Money, Finance, Investing, and Success
Want to learn
more about your money? Each month, Elizabeth will
interview an expert in a particular area of finance
– such as charitable giving, setting powerful
intensions, money & marriage, investing in
rental real estate, or creating additional streams
of small business income.
During these monthly
teleclasses, you will have a chance to ask questions
applying the topics to your personal situation
– and get to know the other members of the
Mastermind community.
Miss a call? No problem.
The calls are recorded, and you can listen on
your computer or download the calls to play on
your mp3 player or iPod.
[4] Private Online Access
to the Exclusive Money Mastermind Community
We’ve created an
Private, Membership-Only area of our website that
is available ONLY to members of the Mastermind
community. The online discussion board is a platform
for you to share ideas with other members and
gather in small special-interest groups. You can
also post questions for Elizabeth to answer for
the entire group.
We will also use this space
to post the recordings of the monthly calls, post
the e-books and other forms & guides, and
keep the calendar so you always know the date
of the next expert call or call-in-day.
[6] Discounted Rate on
Laser Coaching with Elizabeth, and any of The
Wealth Spa’s Classes, Events, or Products
Need more help? As a Money
Mastermind member, you get 33% off hourly consulting
with Elizabeth, or any of the services and products
from The Wealth Spa – including classes,
events, books, self-study courses, and even gifts
for friends!
Elizabeth’s 2007
hourly rate is $300 per hour – but if you
are a Money Mastermind member, your price for
a 30 minute laser coaching appointment with Elizabeth
is only $97!
BONUS
#1 – Money Guide Pro goal projection
online software and Morningstar Premium investment
analysis & tracking online software –
and Elizabeth’s tutorials!
As a special bonus, you
will receive access to professional-level financial
planning software, and tutorials to lead you through
using the software to answer your financial questions.
Money Guide Pro online
software program will enable you to determine
how much money you need to reach your goals, and
strategize different ways to reach your goals.
Morningstar Premium is online software to research
and track your investments, such as your retirement
accounts, annuities, stocks, and mutual funds.
BONUS
#2 – Elizabeth’s Investment
Recommendations & Tax Law Updates
Need help choosing your
investments? As a member, you have access to Elizabeth’s
most recent investment recommendations, including
no-load mutual funds and index funds available
through most discount brokers, such as Schwab,
Fidelity, T.D. Ameritrade, and Vanguard.
Want the latest updates
on changes in the tax law, that you may be able
to use to your advantage? As a member, you will
have access to Elizabeth’s tax law updates
and analysis, such as changes in Roth IRA limits
and new deductions available to small business
owners.
BONUS #3 – Elizabeth’s
Referral Rolodex
You will need to use other
experts to help implement your financial action
plan. It’s taken Elizabeth years to assemble
a group of experts to help our clients with their
other financial issues – such as insurance
agents, mortgage brokers, real estate agents,
life coaches, and small business consultants.
Why go through trial and error when you can use
a pre-selected expert?
BONUS #4 – Recording
of Monthly Calls sent to you on CD
Miss an expert call? Want
to listen again? Each month we will send you the
expert call on CD, for you to listen in your car,
on your computer, or while working out.
BONUS #5 – Priority
Access to Elizabeth’s hourly consulting
slots, classes, and events.
As a member, you are the
first to get notice about new classes and events,
so you can get the first chance to save your spot.
As Elizabeth’s schedule fills up, members
receive priority access to schedule hourly consultations
or financial planning projects.
BONUS #6 – Support
for your Study Group (either virtual or in person)
Want to form a small study
group of other people in your specific situation
– such as new moms, small business owners,
or divorced women? Form your new group through
The Money Mastermind online community, and have
access to your own section of the discussion board,
and free usage of a telephone bridge line for
your meetings.
Have your own investment
club or money group, and want some direction and
expert advice? If at least 50% of your members
join The Money Mastermind, your group can receive
email and fax support from Elizabeth, and Elizabeth
will attend one meeting per year, via telephone
or, if local, in person.
The value of having
Elizabeth on email/fax retainer ($5000+ value),
monthly call-in days ($1195, monthly expert calls
($579), online community program ($249), software
($997), investment recommendations ($849), tax
law updates ($197), referral rolodex ($$$), recordings
on CD ($579), priority access ($$$), and support
for your study group ($$$)… is over $10,224
per year.
But Elizabeth wants to
make sure that everyone has access to independent,
expert financial planning advice and coaching
… so for a limited time, we are offering
this program at only:
$9.97
to try for the first three months!
After, you will be charged
only $47/month (per household). The price will
never be lower, and we are probably crazy for
offering all this stuff for such a low price …
so sign up as a Charter Member now, before we
get wise and raise the price!
How
else could you spend $9.97?
•One book by a financial
“expert” touting the latest stock
purchase scheme
•Two trips to Starbuck’s
•Dinner for two at McDonald’s
•Discount transaction fees on one stock purchase
Why
not invest a few bucks in your future?
Satisfaction
Guarantee
Your membership is month-to-month.
During or at the end of your $9.97 trial period,
or anytime thereafter, if you want to cancel,
simply call, email, or fax, and we will cancel
your membership, no questions asked.
If you are still unsatisfied
with your purchase, and do not believe you have
received any value, return all items received
(including your CDs) for a FULL REFUND of all
fees paid, up to ONE YEAR.
You can be in this program whether you have $10
to invest, or $10,000,000 – whether you
are making $30,000 a year or $3,000,000 –
whether you have a negative net worth, or a net
worth of $20,000,000. The only qualification is
a willingness & excitement to learn new things
and grow your finances, and your life, to the
next level of prosperity!
Who
should NOT join this program?
•People who want to hand off the responsibility
of their finances to someone else.
•People who don’t want to understand what’s
going on with their money.
•People who just want the bottom line, and don’t
want to know or understand any of the details
or reasoning behind the decisions.
•People who want the next get-rich-quick scheme
or hot stock tip.
•People who want a magic solution to their problems.
•People who are negative and want to blame other
people for their own issues.
•People who don’t want to be wealthy and
don’t want to achieve their dreams.
•People who hate learning new things, and don’t
want to expand their mind.
•People who don’t have a phone.
•People who don’t have or want a computer,
email, or internet access.
If any of these apply to you, Contact Us and we
will help you find another way to work with us,
or give you a referral to another financial planner
or investment advisor.
There is no risk to investing
in joining The Money Mastermind program. What’s
stopping you from signing up for the three month
trial at $9.97?
Yes, I want to get started
today and create a new financial future for myself
and my family.
Sign
me up for The Money Mastermind, so I can receive:
Elizabeth
on email & fax retainer for my financial questions
Monthly call-in day’s with Elizabeth to
ask my targeted money questions
Monthly expert calls to learn more about my finances
Private access to the Online Community
Discount on Elizabeth’s hourly advice, services,
and products
Money Guide Pro and Morningstar Premium software
Elizabeth’s investment recommendations and
tax law updates
Elizabeth’s Referral rolodex
Recordings of monthly expert calls on CD
Priority access to Elizabeth’s coaching,
consulting, classes, and events
Support for my money group or investment club
P.S. For just $9.97 three
month trial, you get your own independent, fee-only
financial planner … what’s stopping
you from getting started today?
P.P.S. Don’t miss
out on joining other like-minded people who want
to learn about their finances, and achieve wealth
& prosperity … and taking your own financial
education to the next level. Try it for 3 months
…and change your life!
Join the Mastermind
Community 
