Domont Consulting – Personal Finance & Warren Buffett Investing Strategy Toolkit

Here’s What You Get:

This comprehensive Toolkit was created by former JP Morgan Investment Bankers, Equity Value Investors & Deloitte Consultants, after more than 4,000 hours of research into Warren Buffett’s methods. It includes frameworks, best practices, templates and Excel models to help you take control of your finances and build long-term wealth. By applying Buffett’s value investing principles—focusing on great companies at fair prices—you’ll learn how to invest with discipline, outperform the market, and make smarter financial decisions.

Editable Toolkit to help you reuse our content: 300 Powerpoint slides | 24 Excel sheets | 19 minutes of Video training

Objectives

This Toolkit includes frameworks, tools, templates, tutorials, real-life examples, best practices, and video training to help you:

• Take control of your finances with net worth dashboards, income–expense analysis, savings tracking, and investment recommendations.
• Understand Warren Buffett’s Value Investing Strategy, distilled from foundational investment books and methodologies.
• Define and implement Buffett’s strategy through portfolio planning, mindset and decision-making systems, investment horizons, and Excel financial models.
• Identify opportunities using a Stock Watchlist and Screener in Excel with real-time data.
• Implement Buffett’s stock decision-making process — evaluating personal fit, company quality, price fairness, and investment timing.
• Manage your stock portfolio effectively with trade records, performance tracking, and portfolio dashboards.

Benefits of our Management Consulting Toolkits

• Improve the growth and efficiency of your organization using Toolkits created by ex-McKinsey, Deloitte & BCG Consultants.
• Make a smart investment for your career and organization—created at a cost of over US$8M.
• Gain a competitive advantage with world-class frameworks and templates.
• Get work done faster with ready-made, fully editable PowerPoint and Excel tools.
• Avoid reinventing the wheel — over 30,000 hours of work already done for you.
• Enhance organizational capabilities with methods used by Fortune 100 companies.
• Receive free support and guidance from experienced management consultants.
• Reduce costs significantly versus hiring tier-1 consulting firms.
• Become your organization’s subject-matter expert with proven business frameworks.