MILLENNIAL ROCKET LAUNCHER
This is an exclusive program for a few motivated millennials.
This service is for you if:
- You occasionally argue with your husband or wife about money and wish you could have harmony about money issues
- You want objective advice that is in your best interest
- You want someone to help you make good decisions with your money and have a 3rd party who can be the tie breaker if needed
- You want to know you are doing what you need to achieve a great retirement
- You are a millennial (at least 23, but younger than 37). You get a deal during that time.
- Your family income is a combined $100,000 or more per year
- You see that value of paying someone to help you be successful…at the rate of $150/month, knowing that you need someone on your team to help you achieve greatness!
Get out of debt.
Fund an incredible retirement.
Fund college and have a plan for your children.
- Initially, meet with us by phone or in person for a 1 - 2 hour planning meeting to create a plan based on where you are now and where you want to go.
- Monthly accountability phone calls that focus on cash flow and debt reduction. This is where we help you stay focused, stay on track, and help you create a strong foundation. (Initially, these calls are monthly and reduce over time as things progress based what is needed).
- We walk you a step by step program and help you become debt free and become financially successful as quickly as possible.
- We are your personal coach and we are Certified Financial Planners ™
- Access by phone to Certified Financial Planners when you have questions and need answers.
- Professional investment management by a Chartered Financial Analyst (CFA)
Why work with us?
We are Certified Financial Planners™ and Chartered Financial Analysts who work with multi-millionaire clients and know how to speed up your timeframe to get there. We want to help a few committed millennial families who want an ongoing advisor on their team help them achieve financial greatness.
What does it cost:
$150 /month for singles or married couples
About the same amount you spend on your annual cable bill or cell phone bill.
Investment management fees: There are no investment management fees until your non-workplace investments grow to $180,000 or more.
We expect to manage non-workplace investments. Once your investment accounts exceed $180,000, we would charge 1% on those balances and discontinue to the monthly fee.
About your Coaches:
- Certified Financial Planners with 25 combined years advising clients.
- 16 plus year of combined experience leading Dave Ramsey Financial Peace University classes
How to Get Started:
To apply for one of our limited seats in this program, please reach out to complete an application and schedule a 10-minute introductory call with one of our expert advisors.