Comprehensive - All In One

Investment: $2,200.00
Timeframe: 4 Months

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Designed for individuals who want a complete financial strategy experience that begins with understanding and strengthening their financial foundation, progresses into intentional wealth building, and concludes with a long-term strategy for continued financial growth.

The Comprehensive Program guides you through AffluentHeir’s three-phase approach: Investigate. Build. Expand.

What's Included:

PHASE ONE — INVESTIGATE

1. 50-Minute 1:1 Financial Strategy Session
A comprehensive review of your income, expenses, spending patterns, financial obligations, goals, and current financial priorities.

2. Comprehensive Financial Investigation
An analysis of your financial inflows and outflows designed to identify spending patterns, financial leaks, and opportunities to better position your money.

3. Customized Budget & Cash-Flow Strategy
A personalized strategy for managing monthly income, recurring expenses, irregular occurring expenses, available cash flow, and financial priorities.

PHASE TWO — BUILD

4. 60-Minute 1:1 Wealth Strategy Session
A deeper review of your financial position, including cash flow, debt, savings, assets, liabilities, net worth, and wealth-building priorities.

5. Comprehensive Wealth Position Analysis
An analysis designed to identify financial strengths, gaps, and priority opportunities for strengthening your overall financial position.

6. Customized Wealth Allocation Strategy
A structured strategy for intentionally directing available money toward savings, debt reduction, reserves, and other established wealth-building priorities.

7. Net Worth Analysis & Tracking
Establish and monitor your net worth by evaluating changes in your assets and liabilities throughout the program.

PHASE THREE — EXPAND

8. Income & Wealth Expansion Review
Explore practical opportunities for increasing income, strengthening ownership, and expanding your long-term wealth-building capacity.

9. Asset-Building & Wealth Protection Education
Educational guidance on asset-building pathways, financial protection considerations, legacy preparation, and areas that may require consultation with qualified financial, tax, legal, or insurance professionals.

10. Customized 12-Month Wealth Roadmap
A personalized roadmap outlining your next 90-day, 6-month, and 12-month financial priorities, goals, and measurable action steps.

11. AffluentHeir Comprehensive Wealth-Building Tools
Access to applicable AffluentHeir worksheets, trackers, financial strategy tools, and action plans used throughout all three phases.

12. Progress & Implementation Check-Ins
Scheduled check-ins throughout the program to review progress, identify obstacles, make appropriate adjustments, and maintain accountability.

13. Final Comprehensive Wealth Progress Review
A review of your starting position, progress throughout the program, strategies implemented, and priorities for continuing your wealth-building journey beyond the program.

AffluentHeir provides financial education and strategy services. Services do not constitute individualized investment, tax, legal, or insurance advice. Financial outcomes vary, and no specific financial results are guaranteed.

**Disclaimer**

AffluentHeir, LLC provides financial education and strategy support to help clients make informed financial decisions. We do not guarantee increased income, debt elimination, investment returns, or any specific financial outcome, as results depend on individual circumstances and implementation. Clients are responsible for their own financial decisions, Implementations, and executions. Client testimonials, experiences, implementations, and results will vary depending on their individualized situation. AffluentHeir does not assume responsibility for financial losses or outcomes resulting from those decisions. By continuing the purchase of this product/service you understand and agree with this statement.