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Services

Basic Services

$199/month

(or $499 for a 3-month package, or $1,099 for 6-month package)

Services Offered:

  • Budgeting Fundamentals: Assistance in creating a personal or household budget.
  • Savings Strategies: Guidance on building an emergency fund and achieving savings goals.
  • Debt Management: Strategies to pay off debt and improve financial stability.
  • Credit Basics: Understanding credit scores, reports, and steps to improve credit.
  • Access to Resources: Budget templates, financial trackers, and beginner guides.
  • Financial Literacy Education:
  • Basics of personal finance terminology.
  • Introduction to goal setting and prioritizing financial needs.
  • Support:
  • Monthly 1-on-1 coaching session (45 minutes).
  • Email support with a 48-hour response time.
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Intermediate Services

$499/month

(or $1,299 for a 3-month package, or $2,499 for 6-month package)

Services Offered:

  • Comprehensive Financial Plan: Development of a customized financial strategy tailored to your goals.
  • Debt Reduction Plan: Customized debt elimination strategies, including the snowball or avalanche method.
  • Goal Setting: Establishing short-term and long-term financial objectives.
  • Stock Market Basics:
  • Introduction to stocks, ETFs, and mutual funds.
  • Step-by-step guide to opening a brokerage account.
  • Investing Strategies:
  • Dollar-cost averaging and long-term investing principles.
  • Portfolio creation for beginner investors.
  • Retirement Planning:
  • Introduction to 401(k)s, IRAs, and Roth IRAs.
  • Estimating retirement needs and setting contribution goals.
  • Support:
  • Bi-weekly 1-on-1 coaching sessions (45 minutes each).
  • Priority email support with a 24-hour response time.
  • Access to an exclusive private community for peer discussions.
  • Quarterly progress review and strategy adjustment.
  • $100 referral payback incentive
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Advanced Services

$999/month

(or $2,599 for a 3-month package, or $5,000 for 6-month package)

Services Offered:

  • Comprehensive Wealth Plan:
  • Detailed analysis of income, expenses, assets, and liabilities.
  • Advanced financial independence strategies, including FIRE (Financial Independence, Retire Early).
  • Advanced Investing:
  • Portfolio optimization for risk tolerance and goals.
  • Introduction to options, real estate investing, and dividend growth strategies.
  • Monthly portfolio review and rebalancing guidance.
  • Tax Optimization:
  • Strategies to minimize taxes on investments and retirement accounts.
  • Education on tax-advantaged accounts and deductions.
  • Passive Income Development:
  • Building income streams from real estate, dividends, and side businesses.
  • Guidance on creating and monetizing online businesses.
  • Comprehensive Retirement Planning:
  • Advanced planning for multiple income streams in retirement.
  • Social Security optimization and withdrawal strategies.
  • Exclusive Tools and Resources:
  • Custom reports and spreadsheets for financial analysis.
  • Recommended Financial Books to study
  • Support:
  • Weekly 1-on-1 coaching sessions (1 hour each).
  • Direct phone or text access for ongoing support.
  • VIP access to advanced webinars, workshops, and guest speaker events.
  • Annual financial strategy overhaul and in-depth review.
  • $250 referral payback incentive
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Basic Services

$199/month

$499/3 month

$1099/6 month

Intermediate Services

$499/month

$1299/3 month

$2499/6 month

Advanced Services

$999/month

$2599/3 month

$5000/6 month