Five Financial Management Plans Designed To Fit Your Needs
SILVER Membership
159
Every month
+$89 One-Time Registration Setup & Coding Fee
Quarterly Guidance, Portal Access, Improve Cash Flow, Perfect Your Budget, Build With Clarity—when finances improve you may upgrade services or cancel and enjoy free annual check-ins
Valid until canceled
30 day free trial
FOUR (4) Yearly Private Guidance Meetings
SILVER 1x Member Rewards
SILVER Portal Access
SILVER Member Custom Dashboard
Financial Personality & Threshold Assessment
Financial Data Organization & Secure Storage
Tailored Interactive Digital Portfolio
Real Time Chat & Notifications
Progress Tracking & Grading Metrics
G7 CLUB PHASE 1 : Cashflow and Budget Management
G7 CLUB PHASE 2 : Credit Building & Education Savings
G7 CLUB PHASE 3 : Employee Retirement & Benefit Accounts
G7 CLUB PHASE 4 : Insurance & Legacy Planning
G7 CLUB PHASE 5 : Major Goals & Acquisitions - One Objective
PHASES GRADUATE: Annual Plan Alignment Meetings
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GOLD Membership
199
Every month
+$89.99 One-Time Registration Setup & Coding Fee
Includes all Silver benefits plus bi-monthly private meetings, expert small business strategy, real estate analysis and IRA & Roth IRA planning. Perfect for clients needing steady expert guidance
Valid until canceled
EVERYTHING in SILVER TIER, PLUS:
SIX YEARLY (6) Bi-Monthly Guidance Meetings
GOLD 1x Member Rewards (Higher Frequency)
GOLD Portal Access
GOLD Member Custom Dashboard
G7 CLUB PHASES: Gold Tier
PHASE 5 : Major Goals & Acquisitions
PHASE 6 : Real Estate Analysis - Primary & Secondary
PHASE 7 : IRA & Roth IRA - Design & Management
PHASE 8 : Small Bus.- Feasibility & Revenue Analysis
PHASES GRADUATE : Annual Plan Alignment Meetings
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PLATINUM Membership
299
Every month
+$89.99 One-Time Registration Setup & Coding Fee
Platinum offers full Gold benefits plus monthly meetings, double rewards, advanced portal access, 3 acquisition goals, business & estate planning, 4 monitored investments, and 3 curated income assets
Valid until canceled
EVERYTHING in GOLD TIER, PLUS:
TWELVE (12) Monthly Guidance Meetings
PLATINUM 2x Member Rewards
PLATINUM Unlocked Portal Access
PLATINUM Member Custom Dashboard
G7 CLUB PHASES: Platinum Tier Access
G7 CLUB: Major Goals Goals & Acquisitions - 3 Objectives
PHASE 8 : Small Bus. - Development & Infrastructure
PHASE 9 : Trust & Estate Planning
PHASE 10 : Four (4) Current Assets Managed
PHASE 11 : Income & Appreciation - 3 Curated Assets
PHASES GRADUATE : Annual Plan Alignment Meetings
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Capital Appreciation
DIAMOND Membership
599
Every month
+$89.99 New Client Registration & Coding Fee
For active investors under $2M AUA: Interested in maximum income & growth planning, no goal limits, on-demand meetings, full portal access, direct advisory line, and elite member rewards.
Valid until canceled
EVERYTHING in PLATINUM, PLUS:
ON DENMAND Private Guidance Meetings
DIAMOND 3x Member Rewards
DIAMOND MEMBER : Direct Advisory Line
DIAMOND Unlocked Portal Access
DIAMOND Member Custom Dashboard
G7 CLUB PHASES: Diamond Tier
G7 CLUB PHASES: Major Goals & Acquisitions - No Goal Limit
PHASE 8 : Small Bus. - Optimization & Scaling
PHASE 9 : Trust & Estate Planning
PHASE 10 : Investments & Risk Management - No Limit
PHASE 11 : Income & Capital Appreciation - No Limit
PHASES GRADUATE : Annual Plan Alignment Meetings
Accredited Investors
BLACK DIAMOND Membership
599
Every month
+$89.99 New Client Registration & Coding Fee
Approved Accredited Investors, Additional .40% Charged for additional Assets Under Advisement (AUA) Above $1.75Million, includes Venture Capital & Hedge Fund Analysis
Valid until canceled
EVERYTHING in DIAMOND, PLUS:
BLACK DIAMOND Unlocked Portal Access
BLACK DIAMOND Custom Dashboard
BLACK DIAMOND MEMBER: Direct Advisory Line
G7 CLUB PHASES: Black Diamond Tier
G7 CLUB PHASES: Major Goals & Acquisitions - No Goal Limit
ACCREDITED INVESTOR : Venture Capital & Private Placement
ACCREDITED INVESTOR : Hedge Funds & Real Estate Syndicates
PHASES GRADUATE : Annual Plan Alignment Meetings
Plans automatically renew every month until cancelled. To cancel please login to your member subscription page.