SILVER: Financial Planning and Coaching

We coach and help you to develop and implement a financial plan to grow and protect your money.

    • Grow Your Money:  We help you to develop a detailed financial plan to grow your money.
    • Protect Your Money:  We coach you on how best to protect your money in our rapidly changing world.
    • Save Money:  We help you to save money by setting up and keeping your budget.
    • Make Money:  We discuss and coach you on how you can make more money.
    • Tax Return and Year-Round Tax Support:  We help you to submit your tax return. We are also available year-round to help you with IRS audits and to answer your tax questions.

These services are typically priced at $3,000.

Members Price: $100 per month
Initial Setup Fee: $120

1 - Signup information

2.  Membership Agreement

Please click on button below to review and agree to membership agreement.  We will also send you a copy of the agreement with digital signatures.

Membership Agreement

3.  Payment

Please click on desired payment method to make payment.  The first month includes the setup and first month subscription.  Subsequent months only include monthly membership fee.