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SERVICES

PHASE 1-3 (INDIVIDUALS) EXPECT EACH PHASE TO take 2 HOURS TO COMPLETE
  • Phase 1- $100.00 per hour, per person ($200.00 total)

  • Phase 2- $150 per hour, per person ($300.00 Total)

  • Phase 3- $200 per hour, per person ($400.00 Total)

  • What these services provide:

  • PHASE 1
  • • Instill good money habits so you can be productive financially and avoid future financial trouble.
  • • Teach you budgeting, saving, banking, credit card skills, strategies, and more, so you can prosper and avoid future financial trouble.
  • • Assist you with getting out of financial trouble.
  • • Prepare you with a solid plan for the stage of life you are in or entering into.
  • • Guide you and or give you a plan for financial freedom.
  • • Assist and prepare you financially for life with a family
  • Prepare you for Phase 2
  • Provide you with a few secret sauces PHASE 2
  • Recap Phase 1
  • Check and track goals of Phase 1
  • Rework budget from Phase 1 to match progress
  • Setting up investments
  • Retirement
  • Insurances
  • Homeownership preparation
  • Prepare you for Phase 3
  • Provide you with a few other secret sauces PHASE 3
  • Recap Phase 1 & 2
  • Check and track goals of Phase 1 & 2
  • Rework budget from Phase 1 & 2 to match progress
  • Provide resources and referals for your goals
  • Provide tricks of the trade
  • Connect you with like-minded individuals for group economic opportunities
  • Provide you with a few other secret sauces
  • This service is provided in three different phases.
  • To assure you have the neccessary knowledge and foundation, every client must take all phases in chronological order to assure total understanding and transparency
  • Content can be adjusted to fit client's knowledge, situation and needs
PHASE 1-3 (GROUP RATE) Minimum of 3 INDIVIDUALS (use the group hourly rate for your desired phase, to determine the price for each additional group member over 3). (EXPECT EACH PHASE TO TAKE 2 HOURS)
  • Phase 1- $80.00 per hour, per person ($480.00 Total for 3 people)

  • Phase 2- $120 per hour, per person ($720.00 Total for 3 people)

  • Phase 3- $160 per hour, per person ($960.00 Total for 3 people)

  • What these services provide:
  • PHASE 1
  • • Group content is similar and or identical to the Individual Phases, just taught in a group setting.
  • •Instill good money habits so you can be productive financially and avoid future financial trouble.
  • • Teach you budgeting, saving, banking, credit card skills, strategies, and more, so you can prosper and avoid future financial trouble.
  • • Assist you with getting out of financial trouble.
  • • Prepare you with a solid plan for the stage of life you are in or entering into.
  • • Guide you and or give you a plan for financial freedom.
  • • Assist and prepare you financially for life with a family
  • Prepare you for Phase 2
  • Provide you with a few secret sauces PHASE 2
  • Recap Phase 1
  • Check and track goals of Phase 1
  • Rework budget from Phase 1 to match progress
  • Setting up investments
  • Retirement
  • Insurances
  • Homeownership preparation
  • Prepare you for Phase 3
  • Provide you with a few other secret sauces PHASE 3
  • Recap Phase 1 & 2
  • Check and track goals of Phase 1 & 2
  • Rework budget from Phase 1 & 2 to match progress
  • Provide resources and referals
  • Provide tricks of the trade
  • Connect you with like-minded individuals for group economic opportunities
  • Provide you with a few other secret sauces
  • This service is provided in three different phases.
  • To assure you have the neccessary knowledge and foundation, every client must take all phases in chronological order to assure total understanding and transparency
  • Content can be adjusted to fit client's knowledge, situation and needs
pACKAGE DEALS (10% discount) IF YOU PURCHASE ALL 3 PHASES UPFRONT (MUST BE PAID IN FULL TO RECEIVE DISCOUNT) (EXPECT EACH PHASE TO TAKE 2 HOURS)
Individual Package Deal: For Phases 1-3: $810.00 per person for 6 hours The "Group Package Deal" rate is for three individuals only. For groups larger than 3, each additional individual will be charged based on the "Group Rate" minus 10%: Group Package Deal: For Phases 1-3: $1,944.00 for three people, for 6 hours
PHONE CALL RATE For quick questions and financial advice. A 15-minute phone call could save you thousands of dollars.
Example: I am thinking of opening a credit card and I need your advice. I am searching for a mortgage and I need your advice. Utilize this service to avoid spontaneous mistakes. $25.00 every 15 minutes