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Post on 23-Jan-2017
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Embrace Abundance Enterprise
Make your money grow for youCEO: Arlette AlexisFinancial Advisor: Jana WoodhouseSmart Pitch Challenge 2015Education Track
EXECUTIVE TEAMEmbrace Abundance Enterprise is a Personal Money Management Company that is centered around minority College or University students becoming financially literate. Our team: CEO and Founder Ms. Arlette Alexis who is passionate about helping her fellow students along with herself.
Financial Advisor Ms. Jana Woodhouse who holds a CPA and has 36 years of financial experience.
Financial Experts JD Capital Partners Inc. who will match students with investment advisors.
COMPANY DESCRIPTION AND OVERVIEW
TARGET MARKETEmbrace Abundance Enterprise is focusing its efforts on helping the 31% of minorities in College/ University students to achieve financial literacy.
Subscription includes:
• Financial Literacy Services and Information • Provide Information and Assistance in acquiring
Government Grants and Scholarships
• Debt Consolidation, Financial Planning, Budgeting, and Net Worth Building
• Weekly Investment Strategies, Trade Alerts
• Apprenticeship where students can shadow Investment Advisors
• Provide information and assistance on creating alternative financial vehicles including solo 401k's, living trust
MARKETING PLAN
Embrace Abundance Enterprise
Embrace Abundance Enterprise will be utilizing third party softwares and using them as tools for our business
Teach students how to create additional streams of income to supplement debt reduction
Promote good money values like saving for retirement, obtaining life insurance, establishing an emergency fund
One on one counseling when needed
Personal seminar with expert advisor
Support groups and activities Local Events
IMPLEMENTATION
FINANCIAL STRUCTURE
START UP COSTS $700
$200 For A LLC State
Filing
$250 One Time
Registration Fee to access
third party software
$250 Trading Account
OVERHEAD MONTHLY EXPENSES
-$980$750
Marketing and SEO
Suite
$130 Monthly
Subscription
$100 Expense Account
$650 – 5 Subscribers x $130 in Monthly Subscription Fees
$250 – 10 Hours x $25 an hour for Counseling
$250 – 10 Participants x $25 in Monthly Workshops
$1,000 - $50/ Day Capital Gains
Monthly Gross: $2,150.00
Monthly Net: $1,170.00
Quarterly Compound Growth at +11.12%: 130.10
COMPANY FUTURE GROWTH
Annual Net:
$14,560
5 Year
Projec
tions $
72,802
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