Helping to increase financial literacy

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.

3. COMPANY DESCRIPTION AND OVERVIEW

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