Coaching Packages

 FinWELL – $99 per month (Group Coaching)

• • THIS IS COMING SOON!

 InvestWELL – $295 (Account Opening)

• Opening of ONE brokerage account
• One on-boarding call and One investment strategy session

 WealthFLOW: $1195 (Coaching & Account Opening)

• TWO Financial Coaching Sessions (30-60 minutes each)
  • pricing may varies depending on complexity of financial situation
• Opening of One brokerage account or One retirement account
• One on-boarding call and One investment strategy session
• Includes on-going personalized contact via (DM) Direct Messaging platform

 MoneyFLOW: $2197 (Coaching & Account Opening)

• (6) Financial Coaching Sessions (30-60 minutes each)
  • pricing varies depending on complexity of current financial situation
• Opening of One brokerage account or One retirement account
• One on-boarding call and One investment strategy session
• Includes on-going personalized contact via (DM) Direct Messaging platform

 LaunchWELL:  $3997 (Launch a New Business)

• (6) Financial Coaching Sessions (30-60 minutes each)
  • pricing varies depending on complexity of current financial situation
• Opening of One brokerage account or One retirement account
• One on-boarding call and One investment strategy session & on-going personalized contact via (DM) Direct Messaging platform

 Business Exit Strategy: $4997 (Succession Plans)

• (6) Financial Coaching Sessions (30-60 minutes each)
  • pricing varies depending on complexity of current financial situation
• Opening of One brokerage account or One retirement account
• One on-boarding call and investment strategy session & on-going personalized contact via (DM) Direct Messaging platform

 Corporate Coaching: $48,950 per year