Collaborating with
High Performing
Entrepreneurs and Owners

to realize their vision of true financial independence

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ABOUT

Marc J. Bernstein

#1 Amazon Bestselling Author, Financial Planner and Consultant, Music Curator

Marc helps high performing entrepreneurs and business owners;

Create a vision for the future
Accomplish their business and personal goals, financial and otherwise
Assists them on seeing through on their intentions

Marc utilizes his unique approach with his Fiscal Therapy Solution Planning Process; financial vision and resources designed specifically for entrepreneurs

“If you have a clear picture in your mind of the future you want, then you’re more likely to complete all necessary steps to get there. This is integral to fiscal therapy.”

— Marc J. Bernstein, The Fiscal Therapy Solution 1.0

The Fiscal Therapy Approach

Focusing first on long-term goals and vision, Marc helps to prioritize the ideal business exit strategy and lifestyle desired for each individual, and uses his Fiscal Therapy approach to help think about money in a positive new way, and to never lose sight of what’s important… getting the most out of life.

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GROUPTHINK OPPORTUNITY

Manufacturers’ Forward Focus Forum

In-person mastermind group exclusively for owners of manufacturing companies in the Southeastern PA and surrounding regions

Focused Sessions

Take a deep dive discussion on manufacturing specific topics ranging from recruiting to top line growth to exit strategies.

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Plant Tours

Visit members’ plants and learn about their business and operations, gaining understandings for better conversations and insights to apply to your own business

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Accountability

Build relationships with other owners in the industry, present topics and issues you are facing and gain valuable perspective and accountability in working towards solutions

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FISCAL THERAPY

Have you thought about your relationship with money?

Do you wonder if you’re saving enough to meet your financial needs in retirement? Or if you have plenty of money, do you worry what to do with it or have guilt about what you’re not doing with it?

You’re not alone-and now, at last, there’s a solution. Follow an easy to read, step by step guide to transforming your finances and your relationship to money, in the #1 Amazon Bestseller, The Fiscal Therapy Solution 1.0.

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“Fear doesn’t have to be a problem or an obstacle; in fiscal therapy, we acknowledge the presence of these very normal fears, and then we use that energy and motivation to endeavor to build a more secure and prosperous tomorrow.“

— Marc J. Bernstein, The Fiscal Therapy Solution 1.0