Complete Guide to Financial Health for Home Services

Hello, Kort McCulley here, and I want to talk to you about the complete guide to Financial Health for home services organizations. So H V C, electrical, sewer, plumbing, etc. But there are several organizations that we started working with 10, 11, and 12 years ago, and it's become a niche for us. We focus on helping serve this space and these organizations as they work on attracting, retaining, and growing in this industry.

I know retirement plans and sometimes in that space don't seem that important, but I will show you how some of these organizations have used this unique process to help them grow and continue to scale today. So I will walk you through how we outlined their vision and how they created a unique plan design for them and helped attract and retain employees to a clear investment strategy.

To an ongoing education plan and service plan to even, like, how do we go on to monitor the investments continuously to make sure we're checking all the boxes when it comes to compliance, and then just make sure that we're ready to serve these new employees as they come on and make sure that we're retaining and not having an environment or a culture that is.

You got turnover. So, you get a lot out of this guide. My goal for you today is that you get a lot of value from this complete guide to financial health for these organizations; for you, that is, it's in the home services space. So thanks for listening, and we'll look forward to talking to you again here soon.

What Is Your Vision?
Investment Strategy
Annual Service Plan 
Education Experience
Ongoing Monitoring

Schedule a Consultation Now