The Community Plan includes:
– Monthly Money/Finance Workshops
– Discounts on 1:1 Services & Courses
The twist is creating an atmosphere everyone can feel comfortable engaging with their money (a no judgement zone) whether you’ve have been managing your money for years or you’re just starting to want more control – because control (being the boss of your money and making it work for you) is the real key to building wealth and financial freedom.
Our comprehensive approach to money management is based on three key ingredients mindset training, financial education, and 1:1 assistance to help members be successful.
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The Community Plan includes:
– Monthly Money/Finance Workshops
– Discounts on 1:1 Services & Courses
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You’ll Get the Community Plan, Plus
– A 1-Page Financial Plan
– Annual Reviews
– Unlimited Email Support
You’ll Get the Tier 1 Plan, Plus
– A Comprehensive Financial Plan
– Quarterly Update Meetings
– Investment Reviews & Recommendations