Consumer Services:
What you get with your Investment:
Setup Budget
A Wealth Education coach will help you setup a budget for you and or your family
Setup Goals
Let one of our coaches help you setup a goal sheet that will allow you to fullfill your dreams
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Business Services:
We will travel for business training and service
Setup a Business Plan - $9,997
Setup a Marketing Plan - $9,997
Setup a Financial Plan - $9,997
Consulting - $497 per hour
Training/Education - $4,997/day
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Install an Accounting System
Work with a Wealth Coach to Purchase a copy of Quicken, Quickbooks, or Microsoft Accounting that will best suit your needs then setup a time to get your Quicken Installed on your computer.
Install Spreadsheets
Weather you use Microsoft Excel or purchase another program, a trained Wealth Technician can install it for you
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What you get with your Investment:
Manage the Installation of an Accounting System
Work with a Wealth Coach to Purchase an accounting program that will best suit your needs then setup a time to get your Programs Installed on your computer network.
Manage the Installation of Spreadsheets and Reporting
Weather you use Microsoft Excel or purchase another program, a trained Wealth Technician or Authorized Vendor can install it for you
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Maintain and Adjust Your Plan
A Wealth Coach Technician can help you maintain and adjust your plan to work in alignment with your Financial Goals, Financial Plan, and Budget/Spending Plan
Training
Have our Wealth Education Specialist train you one-on-one to learn how to use your Wealth Education software programs work with your Wealth Education success plan.
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Setup an Adaptable Maintainance Plan
A Wealth Coach Technician can help you maintain and adjust your plan to work in alignment with your Financial Goals, Financial Plan, and Budget/Spending Plan
Setup and Coordinate Training
Have our Wealth Education Specialist train you and your staff in groups and one-on-one to learn how to use your software programs with your Wealth Education success plan.
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