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Wealthy Wellness Warriors

Join our community of Wealthy Wellness Warriors

  • Silver Warrior

    65$
    Every month
     
    • Monthly Chek-ins
    • IM Chat
    • 20% Discount on additional services
    • Access to membership portal
  • Best Value

    Gold Warrior

    100$
    Every month
     
    • 1 monthly appointment
    • IM Chat
    • 25% Discount on additional servises
    • My Wealth & Wellness App Access
    • Quarterly Workshops
    • Access to membership portal

  • Platinum Warrior

    180$
    Every month
     
    • 2 monthly appointment
    • IM Chat
    • 30% Discount on additional services
    • My Wealth & Wellness App Access
    • Quarterly Workshops
    • GearShift Program
    • Access to membership portal
    • Wellness Journal

  • Business Support

    1,000$
    Every month
    Hire us as your personal financial support team.
     
    • 1 monthly meeting for 8 employees
    • Company strategic financial wellness plan
    • 30% discount on additional services
    • App access for basic plan for 10 employees
    • Bi-annual workshops
    • Money management planner
    • Priority Scheduling

  • Gear Shift Program

    700$
    Every week
    Valid for 6 weeks
    • The GearShift Program

  • Gear Shift Monthly

    100$
    Every month
    Valid for 6 months
    • The GearShift Program

  • Gear Shift Monthly 2

    50$
    Every month
    Valid for 12 months
    • The GearShift Program

  • 4 Planning Sessions

    200$
     
    Get more bang for your buck
    Valid for 4 weeks
    • One-on-one sessions

  • 3 Planning Sessions

    160$
     
    Get more bang for your buck
    Valid for 3 weeks
    • Three 1-on-1 financial planning appointments

  • 2 Planning Sessions

    110$
     
    Get more bang for your buck
    Valid for 2 weeks
    • Two 1-on-1 financial planning sessions

  • Money Smarts Month

    100$
     
    Get all the materials you need for Money Smarts Month
    Valid for one month
    • Weekly Modules
    • Workshops
    • Handouts and Worksheets
    • One-on-one financial planning session

  • Debt Payment Plan

    200$
     
    Let us do the calculations for you
    Valid for 2 months
    • Multi-year projections
    • Spreadsheets
    • Repayment tips
    • Resources for the future

  • Finesse Cohort 1

    53$
    Every month
    Valid for 3 months
    • Journal Activities
    • Modules
    • Workbooks
    • Weekly Sessions
    • Meeting with financial professionals
    • Debt Reduction Plan
    • Credit Improvement Plan
    • Savings Plan
    • Education Resources
    • Community
    • Accountability
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