This package is great for structuring your personal and or busienss finances; Includes:
 
Financial Analysis (32-Page Report)
Finance Coaching Workbook
3,6,9, & 12 Month Business & Finance Planning
Personal Finance Audit & 20-Year Financial Planning
Retirment Planning
Financial Product Audit (Review of Insurances, Retirment Accounts, Child Savings)
Tailored Action Plans Based on Personal and or Business Needs
Weekly Accountability Coaching Calls
Business Budget and Coaching For Business Finance Accountability Coaching Programs

Weekly meetings with both licensed finance coaches to help you strategically navigate your next 3, 6, 9, and 12-month finace plan; Gain the confidence needed to grow and scale your family wealth plan and learn how to leave your family a legacy you can be proud of.

To Start Pay Your Enrollment For our 90-Day Finance Accountability Coaching Program
$199.99 + Tax (Single + Couple Plans)
$299.99 + Tax (Business Single +Couple Plans)
 
Monthly Fees are monthly membership payments for 4 months With Your First Payment Due 30 Days After Your Paid Enrollment. 
$50 Mo (Single Plan)
$80 Mo (Couple Plan)
$70 Mo (Business Single Plan)
$100 Mo (Business Couple Plan)

 
Add Ons
Credit Audit a comprensive 15 page credit analysis with 50% off enrollment if you should need credit restoration services. 
 

** Split Payment Plans Are Available In Addition To Financing Options with Split It, Sezzel, Paypal, and Klarna (soft credit check may apply with financing options, Split Payment Plans will acquire a $50 fee for reoccurring processing fees). Services begin once the package has been paid in full.

Once Paid-In-Full: Please allow 24-48 hours for processing, our firm will send you an email to begin our registration intake form, and upon completion, we can promptly begin your application with the Secretary of State and Trust Establishment Documentation. If you have any questions, please don't hesitate to call our office.

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