Wealth Foundation ‘Well’:

Your Financial Foundation, All In One

End-to-end setup for success for a rock-solid financial and wealth foundation.

Get setup for success and build a rock-solid wealth foundation and elevate your finance game. WEALTH WELL is your 20-step launchpad and set up of the accounts, amounts, and automation for building wealth.

We’re talking a complete, automated wealth system with the right, tailored money and wealth accounts setup - from brokerages to Roth IRAs. Solidify automation and a centralized financial dashboard. Plus, we ensure you’re cashing in on all the ‘free money’ opportunities.

We deliver in a visually appeasing and clear way.

Wealth Smarter, Not Harder

Are you trying to build wealth, but unsure of the best way to set yourself up for success? Do you have uncertainties around which accounts, amounts, or routines will help you have an organized, automated and successful wealth journey?

WEALTH WELL turns financial overwhelm into a streamlined, fruitful journey. Say goodbye to the complexities of wealth building, and hello to a focused, automated path to financial freedom.

Say Hello to Simplicity:

  • One Dashboard, All Your Finances: Juggle no more. Get a bird’s-eye view of all your accounts – from checking to retirement savings – in one centralized, easy-to-navigate dashboard.

Automate Your Wealth Growth:

  • Time-Saving Wealth Building: Your time is precious. Automate your savings, investments, and bill payments. Let us help setup the details, so you can focus on what you do best.

  • Never Miss an Opportunity: Unsure how to maximize employer matches or tax-advantaged accounts? We’ve got you. WEALTH WELL ensures you’re leveraging every opportunity to grow your wealth.

Tailored to Your Hustle:

  • Personalized for Your Unique Financial Goals: Whether you're a full-time professional, a side hustler, or a solopreneur, WEALTH WELL tailors its strategy to fit your unique financial landscape.

Your Financial Freedom, Automated:

  • Consistent Growth, Minimal Effort: Set your savings and investment contributions on autopilot. Consistency in wealth building has never been this effortless.

Step into a world where building wealth is as easy as Sunday morning. With WEALTH WELL, you're not just building your financial foundation; you're setting the stage for wealth that grows on autopilot. Tap into automated financial management, personalized for your unique journey as a professional, side hustler, or solopreneur. Ready to transform your financial chaos into clarity? Let’s get started

Get Setup for Success

What you Get | Key Features:

  • Comprehensive 20-Point Financial Checkpoint: A thorough setup of foundational steps for serious wealth building.

  • Muilti-Account System: We make sure you have the money and wealth accounts to be setup for success. Including brokerage accounts, personal spending, Roth IRAs, 401(k)s, and high-yield savings.

  • Centralized Financial Dashboard: All your financials, one crystal-clear view.

  • Automation Setup: Streamline your wealth journey, your savings, and money management with automated direct deposits and bill payments.

  • Maximizing ‘Free Money’: Ensuring you're fully leveraging employer 401(k) matches, H.S.A. contributions, and solo 401(k) plans if you're self-employed.

  • Know Your Numbers (optional): Discover the 23 wealth numbers critical for your financial journey. From net worth, Debt-to-Income ratio, cash flow, and more

  • Order of Operations (optional): Ever feel like you don’t know whether to pay down debt, save or invest, or how much? This is the answer.

  • Guided Wealth Coaching: Includes 2 sessions ($375 value)

Jumpstart wealth growth

Ready to transform your financial approach into a well-oiled machine? WEALTH WELL is your key to a streamlined and thriving financial future. We’ll seamlessly integrate your diverse income streams, side hustles, and essential expenses into one cohesive, dynamic system.

Picture this: a financial ecosystem working in harmony, where every income source flows, every expense is strategically planned, and your wealth-building is on cruise control. We’re here to elevate your financial savvy, streamline your wealth journey, and pave the path to a richer life.

With WEALTH WELL:

  • Navigate your financial landscape with ease and precision.

  • Celebrate the growth of all of your income with smart insights.

  • Embrace the power of automation, from incoming income to outgoing and investing.

  • Tap into personalized advice that propels your unique financial goals.

  • Unlock a world where wealth building is effortless.

By choosing WEALTH WELL, you're embracing a future where financial clarity and growth are part of your everyday life. Get ready to witness your finances transformed into an efficient, wealth-generating powerhouse.

MONEY WRAPPED can be completed at any time of the year. Not ready for a whole year? You can get a version for 1 QUARTER / SEASON with 3 full months of the exact same thing.

NOT SURE? SCHEDULE YOUR FREE DISCOVERY SESSION

We are proud to provide a range of services from budgeting to holistic financial planning and more. Not sure what to pick? Schedule a free, no-obligations discovery session. We look forward to meeting you, wherever you are in your financial journey!

WHAT TO EXPECT IN THE CALL:

  • Invest 15 minutes to start your beautiful journey to the life of your wildest dreams

  • Complete the brief questionnaire when you schedule, so that we can maximize the value we provide in our time together

  • Tell us about your burning questions and goals, and any questions about our services

  • Hear about how we can help you get on track, de-stress or demystify, reach your goals, and enjoy the journey as well

  • Completely free with no strings, no obligation or purchase necessary

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