Certain pages are available only to paying subscribers. Please purchase a plan using one of the button options shown here.
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Note, the pricing plan details underneath this section describe the contents of each plan but cannot accept monthly billing. Please use one of these 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
Beta Tester Annually
Help build the future of Cradle-to-Grave Financial Literacy
Subscription
Silver Mentorship
Coaching for Success (3hr/mo)
Subscription
Beta Tester Monthly
Help build the future of Cradle-to-Grave Financial Literacy
Subscription
Bronze Mentorship
Coaching for Success (1hr/mo)
Subscription
Gold Mentorship
Coaching for Success (5hr/mo)
Subscription
Plans & Pricing Details
- Start Here
PFR & Consultation
199$Personal Financial Review - Your Reality CheckValid for 2 years- 2 hour consultation session
- 1 year anniversary progress review
- Video conference interactive review
- Downloadable & Printable PDF Worksheet
- Downloadable & Editable Excel Worksheet
Beta Tester Monthly
50$Every monthHelp 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 yearHelp 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 monthCoaching 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 monthCoaching 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 monthCoaching 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.