How Are We Compensated

Our initial meeting is a No-Obligation Consultation. We listen to you.

Then we go through a fun, interactive discussion outlining the process of becoming financially savvy through our program.

If what we do aligns with what you want, then we will explain how we get paid for our services.

1. Tuition – There are two options:

1. $1,500 – this is a one-time tuition cost. Lifetime financial analysis and education. This includes all books and study materials.
2. $3,500 – This is also a lifetime of financial analysis and education. However, at this level, you have the opportunity to recapture part or all of your tuition up to the entire $3,500!

2.Commissions – If you choose to use our referral partners to purchase financial products, they will pay us a commission. However, you may choose your own providers to implement the strategies that we teach through our education programs. There is absolutely no obligation on your part to use our referral partners.

3. Referrals – This is our favorite way! If we can do for others what we can do for you, would you have any reservations about referring your friends, family, and business associates to us? Referrals are our biggest source of revenue, and definitely our favorite!