Wealth Architect Pro Package

Service Description

Are you a self-starter with a vision for your financial future? Our Client-Driven or DIY Plan, the "Wealth Architect Pro," empowers you to take control of your financial destiny and craft a customized roadmap toward your dreams. This DIY plan is perfect for individuals who thrive on hands-on financial planning and desire the flexibility to shape their own financial path. Who is this package for? 🌱Self-Directed Dreamers: If you have a clear vision of your financial goals and are eager to take the reins, the Wealth Architect Pro is tailored to your proactive approach. 🌱Empowered Planners: For those who prefer to be actively involved in their financial journey, this plan provides the tools and guidance you need to navigate your way. 🌱Independent Innovators: If you're seeking flexibility and want to design a financial plan that aligns precisely with your unique aspirations, this plan caters to your individuality. Package Highlights: 🌱Discovery Call: Start with a 15-minute exploratory call, allowing us to understand your goals and tailor the package to your needs. 🌱Seamless Payment: Payment through Interac ensures a smooth beginning to your independent financial journey. 🌱Preparation Email: A follow-up email will confirm the topics we'll be discussing and inform you of the process ahead. 🌱Financial Planning Software: Gain access to our cutting-edge financial planning software for 6 months. Build your own financial plan at your pace and convenience. 🌱Guided Coaching Sessions: Engage in two 30-minute coaching sessions via Zoom. We'll guide you on effectively using the software and address your questions or concerns about your financial plan. 🌱Tailored Support: Receive personalized assistance to ensure you're making the most of the financial planning software and creating a robust plan. 🌱Empowerment and Knowledge: As you build your DIY financial plan, you'll gain valuable insights and understanding about your financial landscape. 🌱Deliverables: Your self-crafted financial plan, a recorded Zoom call for future reference, and an online demo of the financial planning software.

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