Students & Seniors Strategy Plans
These are structured financial consulting strategy programs designed to provide guidance, education, and implementation support.
Student & Senior Memberships (Ages 18-26 & 55+)
Platinum Strategy Plan
$
899
One-Time Payment (No recurring billing)
Comprehensive Financial Profile Review
Customized Strategy Roadmap
Structured Reporting & Optimization Guidance
Two 1-on-1 Strategy Calls Per Month
Priority Support
Access to Exclusive Educational Resources
One payment. No additional billing.
All plans are structured consulting strategy programs. No long-term contracts. No hidden fees.
Gold Strategy Plan
$
449
Today + $450 Next Month (2 Total Payments)
Full Financial Profile Evaluation
Customized Strategy Plan
One 1-on-1 Strategy Call Per Month
Access to Workshops & Resources
Structured Follow-Up Support
Exactly two payments. No automatic renewal.
All plans are structured consulting strategy programs. No long-term contracts. No hidden fees.
Silver Strategy Plan
$
249
Today + $187 Monthly (5 Months Total) (Fixed 5-Payment Plan)
Foundational Financial Review
Step-by-Step Strategy Roadmap
One 1-on-1 Strategy Call Per Month
Educational Materials Access
Total of 5 payments.
No auto-renewal beyond 5 months.
Best for: Clients who prefer a lower initial investment with structured monthly guidance.
Total of 5 payments. No automatic renewal beyond the 5-month term.
All plans are structured consulting strategy programs. No long-term contracts. No hidden fees.
Special Pricing for Students & Seniors
We believe everyone deserves access to financial freedom no matter their age or stage in life. That’s why we offer exclusive, discounted membership rates for students (18–26) and senior citizens (55+).
Take advantage of our affordable pricing and start building a better financial future today.