top of page

Certain pages are available only to paying subscribers. Please purchase a plan using one of the button options shown here.

 

(some links are not yet active but coming soon)

​

Note: the pricing plan details underneath this section describe the contents of each plan but cannot accept payments at this time. Please use one of the options shown below for all monthly or annual subscriptions. Only the PFR course has a one-time payment plan and will accept PayPal through this interface. 

Personal Financial Review

"Wealth Creation comes from Knowing YOUR Starting Point"

Course, Subscription, Excel & PDF Download

$199
Subscribe (on Stripe)
Subscribe (on Square)
PayPal
Pay

File links are instantly available on the payment confirmation page. Full course enrollment will be added once it is fully published.

Beta Tester Annually

Help build the future of Cradle-to-Grave Financial Literacy

Subscription

$500/year
Subscribe (on Stripe)
Subscribe (on Square)
PayPal

You will manually be granted access to the platform to research, test, and assess the various courses.

Silver Mentorship

Coaching for Success (3hr/mo)

Subscription

$200/month
Subscribe (on Stripe)
Subscribe (on Square)
PayPal

You will receive the stated number of hours of financial coaching each month.

Beta Tester Monthly

Help build the future of Cradle-to-Grave Financial Literacy

Subscription

$50/month
Subscribe (on Stripe)
Subscribe (on Square)
PayPal

You will manually be granted access to the platform to research, test, and assess the various courses.

Bronze Mentorship

Coaching for Success (1hr/mo)

Subscription

$100/month
Subscribe (on Stripe)
Subscribe (on Square)
PayPal

You will receive the stated number of hours of financial coaching each month.

Gold Mentorship

Coaching for Success (5hr/mo)

Subscription

$300/month
Subscribe (on Stripe)
Subscribe (on Square)
PayPal

You will receive the stated number of hours of financial coaching each month.

Plans & Pricing Details

  • Start Here

    PFR & Consultation

    199$
     
    Personal Financial Review - Your Reality Check
    Valid for 2 years
    • 2 hour consultation session
    • 1 year anniversary progress review
    • Video conference interactive review
    • Downloadable & Printable PDF Worksheet
    • Downloadable & Editable Excel Worksheet

  • Beta Tester Monthly

    50$
    Every month
    Help build the future of Cradle-to-Grave Financial Literacy
     
    • Perpetual Access to ALL courses on The Wealth Academy
    • Ability to submit recommended content to any course lecture
    • Personalized affiliate link to earn 10% referral fees
    • Rate guarantee for the life of your subscription
    • Lifetime academy access guarantee until cancelled by you

  • Beta Tester Annually

    500$
    Every year
    Help build the future of Cradle-to-Grave Financial Literacy
     
    • Perpetual Access to ALL courses on The Wealth Academy
    • Ability to submit recommended content to any course lecture
    • Personalized affiliate link to earn 10% referral fees
    • Rate guarantee for the life of your subscription
    • Lifetime academy access guarantee until cancelled by you
    • Save $100 by subscribing annually. It's like 2 months FREE!

  • Bronze Mentorship

    100$
    Every month
    Coaching for Success (1hr/mo)
     3 day free trial
    • Up to 1 hour of coaching per month
    • Regular oversight of your Personal Financial Review
    • Goal-setting and progress check of your financial plan
    • Access to private multimedia content
    • Free Enrollment in the PFR Course (a $199 value)

  • Silver Mentorship

    200$
    Every month
    Coaching for Success (3hr/mo)
     3 day free trial
    • Up to 3 hours of coaching per month
    • Regular oversight of your Personal Financial Review
    • Goal-setting and progress check of your financial plan
    • Access to private multimedia content
    • Free Enrollment in the PFR Course (a $199 value)

  • Gold Mentorship

    300$
    Every month
    Coaching for Success (5hr/mo)
     3 day free trial
    • Up to 5 hours of coaching per month
    • Regular oversight of your Personal Financial Review
    • Goal-setting and progress check of your financial plan
    • Access to private multimedia content
    • Free Enrollment in the PFR Course (a $199 value)

Other than one time purchases, all subscriptions will renew automatically until cancelled by you.

bottom of page