PLATINIUM COACHING
PERSONALIZED COACHING

This program is designed for people who want to start investing wisely and learn step by step the process of investing abroad.

WHAT DOES IT CONSIST OF?

During the year that we will be working together, every month we will have two to three one-to-one, confidential and personalized coaching sessions, in which we will create your action and investment plan and a defined process to achieve your investment goals.

Participants in this program receive essential information to learn how to create their work team and advice on everything related to investments in the United States. The additional costs of tax, fiscal, immigration and insurance advice are not included in this program, however, we refer professionals from each sector to assist them, if they wish.

YOUR WELL-BEING IS OUR GOAL

Our company Business For Life™, as its name suggests, is a Business for Life… and since we only have one life to live, but many businesses to do, our focus is to advise you on establishing and growing a balanced and fruitful investment business that make it easier for them to have a great quality of life and financial health.

In this coaching program we guide and help you create financial structures for your benefit in accordance with your investment goals. Different from the VIP program, in this program we guide you on how to work with real estate advisers who offer the best investment opportunities and other professionals specialized in each area of ​​your business.

Our specialty is advising our clients in the formation of their businesses, guiding and motivating them to make smart real estate investments. Our services are not limited to the purchase and sale of real estate only, they expand with the advice of all aspects related to the real estate, legal and tax part and the administration of your investments and real estate businesses in the United States and Spain. To achieve this goal, our primary role is business and personal coaching.

 

The counseling (coaching) consists of:

 

  1. Assessment of your current state of business and life.

  2. Setting personal, family and business goals with real estate investments in the short, medium and long term, if you wish and it suits you.

  3. Periodic evaluations and adjustments of activities, to keep them focused on the set process.

THE SECRET OF INVESTMENT SUCCESS: BUY WELL AND SELL ON TIME

In the foreign real estate market there are millions of properties for sale. Most of them are listed and their information is accessible in the MLS-multiple listing system. However, there are also properties marketed directly by their owners, as well as properties that the government and banks want to sell either at auctions, or with specialized real estate agencies and agents.

We exclusively advise our buyer-investor clients from the search and analysis of properties to the successful sale of their property.

WHAT IS INCLUDED IN THIS REPRESENTATION?

  • Analysis of your current situation.

  • Setting goals and preparing an action and investment plan.

  • A monthly session, one on one, face-to-face or virtual, to evaluate progress.

  • Coordination of legal and tax advice for the investment process.

  • Real Estate Consulting for the offer, negotiation and sale of properties.

  • Advice on the design and remodeling of properties.

  • Advice on property insurance plans.

  • Investment plan and financial strategies in the short, medium and long term.

  • Public information of properties for sale both residential and commercial.

  • Information on properties for sale by their owners directly.

  • Detailed market assessment before preparing bids.

  • Innovative strategies for making offers.

  • Preparation of purchase offers.

  • Coordination and evaluation of inspections, loans, other details during the purchase process.

  • Final inspection of the property before closing.

  • Real estate representation on the closing day.

  • Report on property status and adjusted value after purchase.

  • Evaluation of property management companies.

  • Coordination of property management.

  • Exclusive representation if you want to rent your property.

  • Administration of the rented property.

  • Market evaluation if you want to resell the property.

  • Exclusive representation in the sale of your properties in the cities and countries where we operate (the sales commission is independent of this exclusive representation contract for the purchase of real estate).

  • Confidentiality and protection of your data.

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THE PROCESS

Once we determine the best strategy to help you achieve your investment goals, we create a time table and action plan; and we coordinate with the team the necessary meetings and the plan to follow.

There are many details in the formation of a business plan and investment strategies, as well as many people and companies involved in one way or another in it. We treat each investor confidentially and uniquely, therefore, we create a series of steps to follow in detail, according to the situation of each client. Each of them involves details, processes and people who ensure that each step is completed in such a way that the investment process is successful.

PARTICIPANTS IN THIS PLATINIUM COACHING PROGRAM ALSO HAVE ACCESS TO:

  • 50% discount on workshops and seminars offered by Business For Life.

  • Invitation to be part of the Business For Life team.

  • A personalized one-to-one monthly session.

To obtain a face-to-face or virtual / confidential meeting with Coach Saul Serna, please check the availability of times in the calendar.