Phil Kavesh's
MILLION DOLLAR REVENUE
Coaching Program

Includes:

  • One 60-minute coaching call with Philip Kavesh and Kristina Schneider every month
  • Up to 3 hours of assistance throughout the month (via phone/e-mail with Kristina Schneider and UEP Staff)
  • Minimum of a 12-month commitment (month-to-month after that)

 

VALUE: $2,495 per month

Testimonial

"The training and coaching we have received over the last 12 months from Phil and the entire team at Ultimate Estate Planner, was very thorough, personalized, and helpful to both of our practices. It really cemented the processes and procedures that Kevin (EPA) and I were vaguely aware of for years. It was great to actually be able to “look under the hood” and see how all the details intertwine and connect to make a total comprehensive and successful system of developing high net worth estate planning clients into actual financial planning/investment clients. Thank you so much!  You guys are the best!”

YOUR SPECIAL DISCOUNTED PRICE—TODAY ONLY!

$1,495 per month

If you would like to sign up and split the payments, click here.
(Attorney to pay $747.50 and Financial Advisor to pay $747.50)