The Nature of the Consultation

• As a participant in the Done With You Consultation Contract, you will receive:
  • Access to all books, e-books, courses currently in distribution or to-be distributed including all courses in the “Wealth Secrets Bundle” via a Kajabi.com account (which is over 100 hours of trainings and documents).
  • Access to all updates to materials, contracts, bylaws, operating agreements, minutes, and any other materials we produce.
  • Exclusive access to any webinar recordings and office hours recorded within the last 30 days.
  • Unfettered access to our partners including tax preparers, insurance brokers, attorneys, enrolled agents, etc.
  • Unfettered access to our Discord community.
  • Unlimited access to all office hours, and events we produce.
  • 25% discount on any 1-on-1 consulting time needed.
  • As we don’t have an exact knowledge of your situation until we begin, it is impossible to ascertain the length of time you will need to complete the creation of your structure and your understanding of how it all works. It should not take more than 6 months, and most people do it in 3. However, this contract will continue for two years.

My Requirements of You

• Your ability to fully participate, ask questions, get involved, is the main factor for your success. If you miss calls or stay quiet about your needs or questions, there will be little value for you.
• This education and our consulting will come in the form of materials, access to Discord groups, videos, and Zoom calls. You have the right to have anyone on our Zoom calls as long as you warrant they will keep your requirements and agreements around non-disclosure of my Confidential Corporate Proprietary Information explained later.
• Although I am tasked with supporting the creation of your corporate structure to your specifications and within the scope of my professional capabilities, it is CRITICAL that you have some ownership of understanding how these structures work from a taxation, asset protection, and legacy preservation standpoint. Certain doom will befall your company should you not have a cursory understanding of how these structures interact, which is why I stress the dire importance of spending time to have you grasp the flexibility, possibility, and future capabilities of the structure we will coordinate for you (not just having it done for you without your knowledge). However, you are the responsible party in creating the actual structures you seek, since I will not be able to sign documents on your behalf
• You are responsible for all fees relating to state filings, insurance, professional legal services, etc. for your companies.
• You are responsible for all fees relating to corporate materials.
• You understand that any and all documents we produce for you (including trusts if you live in WA, CA, NY, HI, CO) or any templates used which we have created generally should and must be reviewed by a legal professional.
• You will always be given the opportunity to review our plans with a certified member of the financial or legal services community before we do anything.
• If, before the end of the 30^th day of your membership, you believe that you will not receive $4,000 in tax reduction or other value, we will refund you fully.
• After the 30^th day of your membership, no refunds of any kind will be allowed.
• When you request termination of your membership there is no pro-rata refunds. Your membership will be immediately terminated as will your access to all materials and resources listed in this document.
• Because I am not a certified member of the financial services community, I will not report you to any organization regardless of your transgressions, with the exception of human trafficking, violence, or self-harm. Please note that being an Enrolled Agent relieves me of such responsibilities, but requires me to inform you of anything you’re doing wrong and the consequences for not resolving them.

Things I Will Not Provide

• Investment advice.
• My services as your representative in a cause of action.
• Testimony to any government agency or public or private institution without an appropriately signed warrant or subpoena from a magistrate judge with appropriate jurisdiction in the State of Tennessee.
• I am not an ESQ nor a CFP and cannot advise you regarding matters that require those certifications for advisement and which are outside of the scope of my ability to so advise as an Enrolled Agent.
• Advice regarding insurance (except for liability insurance, etc.).
• Counseling or coaching services outside of this agreement.
• Suggestions for you to do any actions that might be illegal, promote tax evasion, money laundering, or any other violation of law.
• Support for your actions toward so-called “Sovereignty.”
• Representation in actions with the IRS. Such services need to be agreed upon in another document.
• Actions or services that violate the Enrolled Agent Certification under USC Title 31 or circular 230.

Things You Are Providing

• The price listed in your purchase order of the membership per month.
• Truthful information about your situation.
• Strict adherence to the confidentiality agreement.
• Your full attention during our meetings.
• A free proclivity toward asking questions when you don’t understand.
• A free proclivity toward bringing your questions to the group in office hours and elsewhere.
• You agree that anything legal or non-tax related must be reviewed and approved by a licensed law professional. Failing to do so could result in a Class A misdemeanor, and by signing this agreement, the Client stipulates that they will submit all legal documents—including operating agreements and contracts—to such a licensed professional.

My Commitment to You

• Our relationship, although consultative in nature, is primarily one of coaching and administration, although as a tax advisor I will also be presenting my tax and structure advice. Coaching is based on a relationship between me and you. My intention is to honor that relationship first and foremost with honesty and integrity. I am in service to you and your growth and that of your business.
• I will answer your questions in Discord and during office hours as quickly and to the best of my ability as well as doing so with texts and emails during business hours.
• If I am unavailable due to travel or other circumstances, I will let you know 24 hours or more before office hours. We will reschedule accordingly.
• I am always open to your feedback and the ultimate creation of value for you. If you feel that is not taking place, please communicate with me so we can make corrections.

Mental Stability

Not Psychological/Psychiatric – Not a Licensed Doctor

Not Financial Advice – Not a Licensed Financial Advisor

Indemnification

Limitation of Liability

Intellectual Property

Unauthorized Implementation Disclaimer

Non-Disparagement

Jurisdiction

Duration

The Usual Items

Appropriate Behavior Required

Termination

Arbitration

Mutual Non-Disclosure Agreement

1. The Company and Third Party wish to explore a business opportunity under which each party may disclose its respective Confidential Information to the other party (including business plans/creative materials/personal information etc.) regarding consulting on Third Party’s corporate and private financial structures ,such that each party may disclose certain confidential technical, personal and business information to the other party, which each party is to respectively maintain as confidential in accordance with the terms of this Agreement. Neither party shall have any obligation to negotiate or enter into any agreement or transaction with the other party beyond this Agreement.

1. "Confidential Information" shall mean any and all (a) technical, personal and nontechnical information provided by either party whether written, embodied in tangible material, oral or visual, including but not limited to (a) patentable subject matter or the contents of patent applications, (b) trade secrets, and (c) proprietary information, such as but not limited to, ideas, samples, media, techniques, sketches, drawings, works of authorship, models, inventions, know-how, processes, apparatuses, equipment, algorithms, software programs, software source documents, and materials related to the current, future, and proposed products and services of the disclosing party and including, without limitation, information concerning research, experimental work, development, design details and specifications, engineering, financial information, procurement requirements, purchasing, manufacturing, customer lists, investors, employees, business and contractual relationships, business forecasts, sales and merchandising, marketing plans, and which may also include personal financial, asset, locations, banking, and investment information, and information each party provides regarding external or unrelated third parties; (b) the existence of this Agreement and that Confidential Information is being made available to each party; and (c) the fact that discussions or negotiations are taking place between the Company and the Third Party. Confidential Information shall not, however, include any information which the receiving party can establish (i) was publicly known and made generally available in the public domain prior to the time of disclosure by the disclosing party; (ii) becomes publicly known and made generally available after disclosure by the disclosing party through no action or inaction of the receiving party; (iii) is in the possession of the receiving party, without confidentiality restrictions, at the time of disclosure by disclosing party as shown by the receiving party’s files and records immediately prior to the time of disclosure; or (iv) the disclosure was in response to an order by a court or other governmental body, was otherwise required by law, or was necessary to establish the rights of either party under this Agreement (provided, however, prior to such communication the party disclosing information under such requirements notifies the other party in advance so that the other party may seek a protective order or other appropriate remedy).

1. Mandatory Disclosure. In the event that either party or their respective directors, officers, employees, consultants, or agents are requested or required by legal process to disclose any of the Confidential Information of the other party, the party required to make such disclosure shall give prompt notice so that the other party may seek a protective order or other appropriate relief. In the event that such protective order is not obtained, the party required to make such disclosure shall disclose only that portion of the Confidential Information that its counsel advises that it is legally required to disclose.

1. Non-use and Non-disclosure. The Company and Third Party agree not to use the Confidential Information disclosed to it by the other respective party for its own use or for any purpose except to carry out discussions concerning, and the undertaking of, any business relationship between the two parties. Neither party will disclose any Confidential Information of the other party to third parties, except to those employees or authorized representatives who are required to have the information in order to evaluate or engage in discussions concerning the contemplated business relationship. Each party will have those employees or authorized representatives to whom Confidential Information of the other party is disclosed or who have access to Confidential

1. Maintenance of Confidentiality. Each party agrees that it will take all reasonable measures to protect the secrecy of and avoid disclosure and unauthorized use of Confidential Information of the other party in order to prevent it from falling into the public domain or the possession of persons other than those persons authorized hereunder to have any such information, which measures shall include the highest degree of care that each party utilizes to protect its own Confidential Information of a similar nature. Each party shall not make any copies of Confidential Information unless the same are previously approved in writing by the disclosing party or otherwise provided for within this agreement. Each party shall reproduce the other party’s proprietary rights notices on any such approved copies, in the same manner in which such notices were set forth in or on the original. Each party agrees it will not disclose Confidential Information to any external orunrelated third party, except as approved in writing by the other party. Each party agree to immediately notify the other party in writing of any misuse or misappropriation of such Confidential Information of the other party that may come to its attention.

1. Title to the Confidential Information of each party remains with the respective disclosing party. Each party shall not assign, sell, or transfer any rights or obligations pertaining to the other party’s Confidential Information under this Agreement without the prior written consent of the other party. Any reproduction of any Confidential Information shall remain the property of the respective disclosing party and shall contain any and all confidential or proprietary notices or legends that appear on the original, unless otherwise authorized in writing by the respective disclosing party.

1. No License. Nothing in this Agreement is intended to grant any rights to the either party under any patent, mask work right or copyright of the respective disclosing party, nor shall this Agreement grant either party any rights in or to Confidential Information, except the limited right to review such Confidential Information solely for the purposes of determining whether to enter into the proposed business relationship with the other party.

1. Unauthorized copying or disclosure of the confidential information or the accompanying materials, or failure to comply with the above restrictions will result in automatic termination of this Agreement and will make available to either party other legal remedies. Upon termination of this Agreement, each party will return all confidential information and any accompanying materials, and all copies thereof, representing the Confidential Information, to the other party. The respective partys’ (Company and Third Party) obligations under this Agreement with respect to any portion of the Confidential Information shall terminate when the either party can document the provisions of Item 2 above, specifically provisions (i) through (iv), indicating that the information is not or is no longer Confidential Information. The respective party's (Company and Third Party) obligations under this Agreement shall survive termination of the Agreement between the parties and shall be binding upon the respective party's (Company and Third Party) heirs, successors and assigns.

1. This Agreement shall survive until such time as all Confidential Information disclosed hereunder becomes publicly known and made generally available through no action or inaction of each respective party charged with an obligation of confidentiality.

1. If any provision of this Agreement is found by a proper authority to be unenforceable, that provision shall be severed, and the remainder of this Agreement will continue in full force and effect. Each party agrees that its obligations hereunder are necessary and reasonable in order to protect the other party and the other party's business, and expressly agrees that monetary damages would be inadequate to compensate the other party for any breach by either party of any covenants and agreements set forth herein. Accordingly, each party agrees and acknowledges that any such violation or threatened violation will cause irreparable injury to the other party and that, in addition to any other remedies that may be available, in law, in equity or otherwise, the other party shall be entitled to obtain injunctive relief against the threatened breach of this Agreement or the continuation of any such breach, without the necessity of proving actual damages.
2. This Agreement shall be binding upon and for the benefit of the undersigned parties, their respective heirs, successors, and assigns provided that Confidential Information of either party may not be assigned without the prior written consent of the disclosing party. Failure to enforce any provision of this Agreement shall not constitute a waiver of any term hereof.

1. Governing Law and Jurisdiction. This Agreement shall be governed by and construed in accordance with the laws of Wyoming without reference to conflict of laws principles. Any disputes under this Agreement shall be subject to the exclusive jurisdiction and venue of the Wyoming state courts and the Federal courts located in Laramie County, Wyoming, and the parties hereby consent to the personal and exclusive jurisdiction and venue of these courts and shall be binding upon the parties hereto in the United States and worldwide. The federal and state courts within the State of Wyoming shall have exclusive jurisdiction to adjudicate any dispute arising out of this Agreement.

1. (A) Each party shall not export, directly or indirectly, any technical data acquired pursuant to this Agreement or any product utilizing any such data to any country for which the U.S. Government or any agency thereof at the time of export requires an export license or other governmental approval without first obtaining such license or approval. (B) All notices or reports permitted or required under this Agreement shall be in accordance with generally accepted business communication protocols. Notices shall be sent to the addresses set forth at the end of this Agreement or such other address as either party may specify in writing. (C) During the two-year period commencing on the Effective Date, each party will not employ, or solicit or seek to employ, any person who is an employee of the other party as of the Effective Date or who becomes an employee of the other party or of any subsidiary or other affiliate of the other party during the term of this Agreement. (D) This Agreement may not be amended except by a writing signed by both parties hereto. (E) Each party represents, warrants, and agrees that neither it nor any of its Divisions, Subsidiaries, Affiliates, partners, or other entities related to each respective party are engaged, directly or indirectly, in competition with the other party.