Unlock Financial Success: Choose the Plan that Suits You Best
From basic budgeting to building a rock-solid foundation with wealth management, our group plans are tailored to meet your financial goals. We meet you where you are and help you get where you want to be.
Coammunity and expert guidance can make your financial journey less intimidating and more productive.
With two exclusive group plans, find the perfect community and tools to achieve your financial dreams.
Join the Groupie and Supercharge Your Financial Future
Your All-Access Pass to Financial Prosperity
Ready for the next step in your financial journey? The Groupie offers unlimited, topic-specific group sessions to broaden your financial knowledge and grow your wealth.
Features:
- Annual 1-on-1 with Financial Advisor
- 4 to 8 Topical Gropu Sessions per Week with Different Financial Advisors
- Unlimited Virtual Group Coaching via Zoom
- Free 529 Management
- Access to RightCaptial Financial Planning Software
- $0 Minimum Asset Management*
Price: $495/year or $95/month
Add-on: Semi-Annual or Quarterly 1-on-1, Advisor of Choice,
Become a Budgeteer for Focused Financial Guidance
A Stepping Stone to Financial Wisdom
Budgeting can be confusing, but it's the cornerstone of all good financial planning. The Budgeteer offers you an easy entry into the world of personal finance.
Features:
- Group Sessions focused on Budgeting
- Bonus Sessions on Advanced Topics
- Free 529 Management
- Limited Access to RightCaptial Financial Planning Software
Price: $10/month
Add-on: 1-on-1 with Advisor of Choice
FAQ
Is my personal information kept private?
Yes, your personal information will only be shared with employees. Any questions in the group sessions will have broad answers and only go as deep as you are willing to share.
How many sessions can I attend?
You can attend unlimited coaching sessions as part of The Groupie program.
Can I watch the coaching sessions as a recording?
No. Recordings of the coaching sessions are for internal training purposes only and will not be shared to protect everyone's privacy.
What topics are covered in the group coaching sessions?
Our coaching sessions cover various topics related to personal finances, including budgeting, saving, investing, debt elimination, faith, Men Only, Women Only, and kids.
Who will be leading the coaching sessions?
Our sessions are led by experienced financial professionals passionate about helping individuals like you achieve financial success.
What if I can't attend a session?
We understand that life can get busy, so we offer several weekly sessions. Our topics repeat periodically.
What if I can't attend a session?
We understand that life can get busy, so we offer several weekly sessions. Our topics repeat periodically.
*
Assets Management comes with an additional fee of 1.25% of all AUM.
How do I sign up?
Signing up is easy; follow the link below. You'll start by initiating your subscription and then be prompted to join as a member of this site. Once you are a member, you will have access to scheduling sessions.
Within 24 hours (Monday through Friday), you will receive a welcome call from our support team to finalize your membership and get you scheduled for your first 1-on-1!
