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Investment: $1,500.00
Duration: 3 - Months
Level: Intermediate
Designed for individuals who have established a financial foundation and are ready to become more intentional about how their money is positioned for long-term wealth building.
What's Included:
1. 60-Minute 1:1 Wealth Strategy Session
A comprehensive review of your current financial position, goals, cash flow, debt, savings, assets, liabilities, and wealth-building priorities.
2. Comprehensive Wealth Position Analysis
An analysis designed to identify financial strengths, gaps, and two priority opportunities for improving your overall financial position.
3. Customized Wealth Allocation Strategy
A structured strategy showing where your available money is currently going and how it can be intentionally redirected toward your financial priorities.
4. Debt & Savings Strategy
A personalized framework for prioritizing emergency reserves, debt reduction, savings goals, and other wealth-building objectives.
5. Net Worth Analysis & Tracking
Establish your starting net worth and track changes in assets and liabilities throughout the program.
6. Customized 90-Day Wealth Action Plan
A Month 1, Month 2, and Month 3 roadmap with specific financial priorities, actions, and measurable progress targets.
7. AffluentHeir Intermediate Wealth-Building Tools
Access to the Wealth Allocation Worksheet, Debt & Savings Strategy Worksheet, Net Worth Tracker, and 90-Day Wealth Action Plan.
8. Month-2 30-Minute Implementation Check-In
Review progress, identify obstacles, and make appropriate adjustments to your strategy.
9. Month-3 30-Minute Wealth Progress Review
Compare your starting and ending financial position, evaluate your progress, and establish your next wealth-building priorities.
10. Implementation Check-In Email
Additional accountability between scheduled sessions to help you remain focused on your established plan.
**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.
Investment: $1,500.00
Duration: 3 - Months
Level: Intermediate
Designed for individuals who have established a financial foundation and are ready to become more intentional about how their money is positioned for long-term wealth building.
What's Included:
1. 60-Minute 1:1 Wealth Strategy Session
A comprehensive review of your current financial position, goals, cash flow, debt, savings, assets, liabilities, and wealth-building priorities.
2. Comprehensive Wealth Position Analysis
An analysis designed to identify financial strengths, gaps, and two priority opportunities for improving your overall financial position.
3. Customized Wealth Allocation Strategy
A structured strategy showing where your available money is currently going and how it can be intentionally redirected toward your financial priorities.
4. Debt & Savings Strategy
A personalized framework for prioritizing emergency reserves, debt reduction, savings goals, and other wealth-building objectives.
5. Net Worth Analysis & Tracking
Establish your starting net worth and track changes in assets and liabilities throughout the program.
6. Customized 90-Day Wealth Action Plan
A Month 1, Month 2, and Month 3 roadmap with specific financial priorities, actions, and measurable progress targets.
7. AffluentHeir Intermediate Wealth-Building Tools
Access to the Wealth Allocation Worksheet, Debt & Savings Strategy Worksheet, Net Worth Tracker, and 90-Day Wealth Action Plan.
8. Month-2 30-Minute Implementation Check-In
Review progress, identify obstacles, and make appropriate adjustments to your strategy.
9. Month-3 30-Minute Wealth Progress Review
Compare your starting and ending financial position, evaluate your progress, and establish your next wealth-building priorities.
10. Implementation Check-In Email
Additional accountability between scheduled sessions to help you remain focused on your established plan.
**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.