Achieve Financial Clarity and Confidence in 90 Days
Wealth Design Services
Without the Right Financial Plan, You May Not Reach Your Money Goals
Money doesn’t have to be a source of stress and negativity. In fact, there can be joy in managing your finances. And guess what? You don’t need a massive income to achieve this. All you need is the right plan and the right guidance by your side.
Financial Foundation
This proprietary program is designed to create customized financial plans that cater to both individuals and families.
In six focused meetings, we cover ten crucial areas, including bank account management, retirement planning, tax savings, budgeting, insurance, and investment strategies, among others.
Each session is tailored to equip you with the tools to reduce debt, optimize your savings, prepare for future expenses like education and, most importantly, build wealth.
Wealth Design Membership
Once you've completed the Financial Foundations program, if you find you need ongoing support to achieve your financial goals and build wealth, our subscription-based service is designed for you.
Your Wealth Design Membership includes periodic meetings scheduled throughout the year, tailored to your needs. These sessions ensure all your questions are addressed and your goals are clearly set as you progress. Additionally, you'll receive continuous support and guidance, positioning you optimally to achieve your financial objectives.
See the different service tiers below:
- Job change
- Receiving an inheritance
- Growing your family
- Car buying
- House buying
Are You a Solo Entrepreneur?
A version of the Wealth Design Membership designed specifically for solo entrepreneurs is also available. Perfect for family businesses or personal projects you’ve passionately built from scratch. We handle the financial complexities, allowing you to focus on your genius and drive your business forward.
Retirement Blueprint
After completing our Financial Foundations service, clients nearing retirement within five years will move on to Retirement Blueprint.
This tailored program prepares you for a secure retirement by assessing Social Security strategies, identifying income sources, and applying a Bucket Plan approach for investment allocation. We'll also evaluate your Medicare options and develop tax-efficient income strategies to maximize your resources.
Imagine your retirement not just as a chapter, but as an epic story you are free to write. Retirement Blueprint is here to ensure your golden years are as rewarding and secure as they can be.
Financial investment: $1,500
Don’t Just Take Our Word for It
Listen to Some of Our Delighted Clients
No Matter Your Current Situation, Financial Success Awaits!
Whether you're a single millennial, a young parent, or on the brink of retirement, NOW is the perfect time to take control of your finances. You deserve to feel CONFIDENT and COMPETENT about your money. By taking the first step today, you'll gain full financial clarity in just 90 days, setting the stage for even greater rewards down the line.
Let's set you on the right path to achieve all the financial goals you've dreamed of for so long!
Tune In and Learn
Our podcast is designed to empower listeners with valuable insights, expert interviews, and practical tips to navigate the complexities of personal finance. Join us as we explore a wide range of topics, from budgeting and saving strategies to investment opportunities and retirement planning.
From the GWA Blog
Explore a Wealth of Tips, Trends and Strategies
