Q&A
Implementation support
Access to recording for 6 months
Bonus session
Accountability Group
BONUS: Plug-and-play templates and live Q&A sessions - VALUE $197
A VIP walk includes:
A private Q&A session with the financial advisor
Actionable next steps to start your wealth journey
Nope. This is beginner-friendly and guided step-by-step.
It’s designed to help you prepare and prevent problems— not do tax prep.
Yes. This is perfect for filling in the gaps you didn’t know you missed.