Personalized Cash Allocation Blueprint ($3,000 value)

Personal Wealth Report ($1,000 value)

The Portfolio Overhaul: Upgrade Your Investment Portfolio ($5,000 value)

Retire Secure Strategy ($5,000 value)

Wealth Goals Masterplan ($5,000 value)

Personal Life Risk Audit ($3,000 value)

Wealth Transfer Roadmap ($5,000 value)

Unlimited calls for the next 30 days as we complete your plan ($2,000 value)

$29,000 VALUE

Signature beginner’s investing course: 6 Hours to Six-Figures – 20 core trainings, less than 6 hours of content so you can build and manage your own portfolio ($10,000 value) ​

 Portfolio building worksheet to save you hours of investment research ($500 value)

How to Turn Your Money-Sucking Mutual Fund into a Winning ETF Portfolio ($3,000 value)​

10 Minute Portfolio Manager: how to manage ALL your investment accounts and family's accounts in less than 10 minutes per month ($1,000 value)​

Fast path to cash: how to ask for raise that you're overdue for ($500 value)​ How to start a service-based business ($1,000 value)

$16,000 WORTH OF BONUSES