Packages
Blitz
catalyst
Supreme
Monthly Membership Levels
Our membership tiers provide varying levels of frequency and depth in services & implementation involvement, allowing business owners to choose the package that best suits their needs, financial investment, and desired outcome.
We don’t serve everyone. We’re just not everyone’s cup of tea.
Membership Admittance
Our memberships aren’t designed for the masses and we don’t work with everyone or just anyone. Those entrepreneurs who are interested in our services must start by completing our Membership Application in full.
From there our Member Selection Committee will review all completed applications and will invite finalists for a Discovery meeting. Membership applications will be reviewed each month and we onboard only one new client every six weeks.
Those not accepted for membership will receive a referral to another advisor who may be a better match.
We are serious about results.
Our Guarantee
We offer a no-risk, 100%, no-questions asked money-back guarantee and we do not lock our members into any long-term commitments.
Satisfaction Guarantee: We guarantee that you will love our work. If, for any reason, you are dissatisfied with our services we’ll help you be happy elsewhere with a 30-day notice.
Refund and Package: At the conclusion of our Signature 6-step Onboarding Program, if you express dissatisfaction with our services, we will promptly refund all fees paid. Additionally, we will package 100% of our work for you to take with you.
We understand that your time and investment are valuable, and we want to make the transition as smooth as possible. If we fail to meet your expectations, we won’t keep your money. Our goal is to build long-term partnerships based on trust and exceptional service. We are confident in our ability to deliver outstanding results, and if we fall short of your expectations, we are committed to making it right. Your satisfaction is our priority, and we stand behind our work with this money-back guarantee.
unboxed
Blitz
Reign in financial chaos with pure advisory services, tax minimization strategies and quarterly accounting stewardship
Starts at $5,250/mo
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Catalyst
End-to-end accounting with annual tax planning services; providing monthly strategic alignment and executive leadership on key financial initiatives
Starts at $11,500/mo
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Supreme
Tell us where you want to go and we’ll help you get there. Nothing is out of bounds. We collaborate to build a plan to accomplish & re-engineer all your systems to support achievement
Starts at $15,000/mo
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Universal Membership Benefits
A driven glidepath to walk through each aspect of your financial landscape and vision casting possibilities. Get 120 minutes at each step, preferably weekly, with our entire team as we get you unboxed and unstuck. We guarantee you’ll love our signature onboarding or your money back.
The rearview mirror is smaller for a reason. Our members need and want more than a historian. As the guardians of your success, we’re involved regularly to ensure all the plans working for your personal & business goals are in harmony together and we’re responsible for traction.
Birds of a feather flock together. We provide an all-access pass to our virtual and in-person events that bring our entire community of powerhouse trailblazers together for unparalleled opportunities to learn, network, and drive business.
Member Pricing
Blitz - A Financial Guide
Starting atWe’ll serve as the navigator for entrepreneurs who have well-established and strong accounting functions and are looking for the direction their leadership team needs to execute a strategic plan.
• Quarterly Accounting Oversight
• Monitoring and Accountability
• Annual Income Tax Planning
CATALYST - Financial Executive
Starting atWe serve as an external leader for overseeing the essential financial functions in your enterprise and managing the team of experts needed to keep you on course.
• External Financial Leadership
• End-to-End Accounting and Financial Inspections
• Execution of Major Initiatives
• Primary Liaison for Advisors
SUPREME - A Suite of Financial & Accounting Services
Starting atAs the Supreme force, we join the executive team to take ownership over virtually all personal and business financial functions and we provide the leadership vital to executing an owner’s vision.
• Comprehensive Financial Ownership
• Continuous Involvement
• Directing Annual Business Planning
• Quarterly Board of Advisor Meetings
• Ongoing Tax Planning
• Unlimited Access to the Unboxed Team
Our Members Get More
6-Step Signature Onboarding Program
Blitz
Catalyst
Supreme
Annual UnTaxMe Planning
Blitz
Catalyst
Supreme
End-to-End Accounting
Blitz
Catalyst
Supreme
Goal Identification & Crushing
Per Year
Per Quarter
Unlimited
Unboxed Advisory Board Meetings
Annual
Annual
Quarterly
Executive Strategy & Accountability
Blitz
Catalyst
Supreme
Unboxed Insights
Get in Touch!
(209) UNBOXED / (209) 862-6933
info@unboxedadvisors.com
Unboxed Advisors
1341 W Mockingbird Lane
Suite 600W, PMB #503
Dallas, TX 75247
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