Set Up Fee
By purchasing the Set Up Fee, we can begin the process of planning for your future. You will receive a questionnaire, as well as, access to our wealth builder, followed by a one on one deep dive into your past, present, and future financial goals. After Set Up, you will be asked to subscribe to the Monthly Subscription, which will be auto deducted every month instead of an annual lump sum.
By purchasing the Set Up Fee, we can begin the process of planning for your future. You will receive a questionnaire, as well as, access to our wealth builder, followed by a one on one deep dive into your past, present, and future financial goals. After Set Up, you will be asked to subscribe to the Monthly Subscription, which will be auto deducted every month instead of an annual lump sum.
By purchasing the Set Up Fee, we can begin the process of planning for your future. You will receive a questionnaire, as well as, access to our wealth builder, followed by a one on one deep dive into your past, present, and future financial goals. After Set Up, you will be asked to subscribe to the Monthly Subscription, which will be auto deducted every month instead of an annual lump sum.