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let's extend our dash together

  • Cash Flow

    300$
     
    Meeting twice a month covering various topics around cash flow in a community of like-minded founders
    Valid for 3 months
    • + Templates, simulations, real-life scenarios
    • + How to build cash flow forecasts
    • + Cash management strategies
    • + Breakout sessions

  • Premium Membership

    499$
    Every month
    +$50 Online community registration/setup fee
     
    • * Everything in Basic Membership
    • + Online community expanding your collaboration touchpoints
    • + Finance focused pitch preparation for capital

  • All-Access Membership

    599$
    Every month
    +$50 Online community registration/setup fee
     
    • * Everything in Basic and Premium Memberships
    • +Economy trends and the potential impact on your business
    • + Tax planning strategies

  • The ERG Package

    297$
     
    Valid for 3 months

    • Personal Finance Package

      297$
       
      Valid for 3 months

      • Non-Profit Finance Hub

        297$
         
        Valid for 3 months
        • The Small Business Finance Hub
        • The Non-Profit Finance Hub

      • Non-Profit Finance Hub

        297$
         
        Valid for 3 months

        • Small Business Finance Hub

          297$
           
          Valid for 3 months

          • QuickBooks Clinic

            1,000$
             
            Investing in a 4 part series package for balance of 2026
            Valid for 3 months
            • QuickBooks Clinic

          Contact

          1910 Pacific Ave

          Suite 2000 - PMB 1383

          Dallas, TX 75201

          ​​​

          Tel: 972-770-4441

          Fax: 214-894-6574

          ​

          info@thelegacyoptimizer.com

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