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Embrace Abundance Enterprise
Make your money grow for you
CEO: Arlette Alexis
Financial Advisor: Jana Woodhouse
Smart Pitch Challenge 2015
Education Track
EXECUTIVE TEAM
Embrace Abundance Enterprise is a Personal
Money Management Company that is centered
around minority College or University students
becoming financially literate.
Our team:
CEO and Founder Ms. Arlette Alexis who is
passionate about helping her fellow students
along with herself.
Financial Advisor Ms. Jana Woodhouse who holds
a CPA and has 36 years of financial experience.
Financial Experts JD Capital Partners Inc. who
will match students with investment advisors.
COMPANY DESCRIPTION AND OVERVIEW
TARGET MARKET
Embrace Abundance Enterprise is focusing its efforts on helping the 31% of minorities in College/
University students to achieve financial literacy.
Subscription includes:
• Financial Literacy Services and Information
• Provide Information and Assistance in acquiring Government Grants
and Scholarships
• Debt Consolidation, Financial Planning, Budgeting, and Net Worth
Building
• Weekly Investment Strategies, Trade Alerts
• Apprenticeship where students can shadow Investment Advisors
• Provide information and assistance on creating alternative
financial vehicles including solo 401k's, living trust
MARKETING PLAN
Embrace
Abundance
Enterprise
 Embrace Abundance Enterprise will be
utilizing third party softwares and using
them as tools for our business
 Teach students how to create additional
streams of income to supplement debt
reduction
 Promote good money values like saving
for retirement, obtaining life insurance,
establishing an emergency fund
 One on one counseling when needed
 Personal seminar with expert advisor
 Support groups and activities
 Local Events
IMPLEMENTATION
FINANCIAL STRUCTURE
START UP COSTS $700
$200 For A
LLC State
Filing
$250 One
Time
Registration
Fee to
access third
party
software
$250
Trading
Account
OVERHEAD MONTHLY
EXPENSES -$980
$750
Marketing
and SEO
Suite
$130
Monthly
Subscription
$100
Expense
Account
$650 – 5 Subscribers x $130 in Monthly Subscription Fees
$250 – 10 Hours x $25 an hour for Counseling
$250 – 10 Participants x $25 in Monthly Workshops
$1,000 - $50/ Day Capital Gains
Monthly Gross: $2,150.00
Monthly Net: $1,170.00
Quarterly Compound Growth at +11.12%: 130.10
COMPANY FUTURE GROWTH

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Eae smart pitch

  • 1. Embrace Abundance Enterprise Make your money grow for you CEO: Arlette Alexis Financial Advisor: Jana Woodhouse Smart Pitch Challenge 2015 Education Track
  • 2. EXECUTIVE TEAM Embrace Abundance Enterprise is a Personal Money Management Company that is centered around minority College or University students becoming financially literate. Our team: CEO and Founder Ms. Arlette Alexis who is passionate about helping her fellow students along with herself. Financial Advisor Ms. Jana Woodhouse who holds a CPA and has 36 years of financial experience. Financial Experts JD Capital Partners Inc. who will match students with investment advisors.
  • 4. TARGET MARKET Embrace Abundance Enterprise is focusing its efforts on helping the 31% of minorities in College/ University students to achieve financial literacy.
  • 5. Subscription includes: • Financial Literacy Services and Information • Provide Information and Assistance in acquiring Government Grants and Scholarships • Debt Consolidation, Financial Planning, Budgeting, and Net Worth Building • Weekly Investment Strategies, Trade Alerts • Apprenticeship where students can shadow Investment Advisors • Provide information and assistance on creating alternative financial vehicles including solo 401k's, living trust MARKETING PLAN
  • 6. Embrace Abundance Enterprise  Embrace Abundance Enterprise will be utilizing third party softwares and using them as tools for our business  Teach students how to create additional streams of income to supplement debt reduction  Promote good money values like saving for retirement, obtaining life insurance, establishing an emergency fund  One on one counseling when needed  Personal seminar with expert advisor  Support groups and activities  Local Events IMPLEMENTATION
  • 7. FINANCIAL STRUCTURE START UP COSTS $700 $200 For A LLC State Filing $250 One Time Registration Fee to access third party software $250 Trading Account OVERHEAD MONTHLY EXPENSES -$980 $750 Marketing and SEO Suite $130 Monthly Subscription $100 Expense Account
  • 8. $650 – 5 Subscribers x $130 in Monthly Subscription Fees $250 – 10 Hours x $25 an hour for Counseling $250 – 10 Participants x $25 in Monthly Workshops $1,000 - $50/ Day Capital Gains Monthly Gross: $2,150.00 Monthly Net: $1,170.00 Quarterly Compound Growth at +11.12%: 130.10 COMPANY FUTURE GROWTH