Financial Wellness Strategy Membership
Build smarter finances with expert strategy, legal compliance, and total transparency.

A monthly strategy membership designed to help clients take full control of their financial life. From personal budgeting to debt restructuring and long-term credit planning, this membership delivers actionable advice, automation tools, and exclusive access to expert insights. Built for those who want to optimize—not just repair—their financial future.
🏷️ Benefits/Bullets (for website/listing):
• Monthly Financial Health Checkups
• Personalized Debt Optimization Strategy
• Budgeting Templates & Cash Flow Planning Tools
• Credit Growth & Credit Mix Planning
• AI-Powered Alerts & Guidance
• Access to Exclusive Live Strategy Zooms
• Priority Support from Financial Strategists
• Ideal for business owners & families
• Monthly Zoom call (30–60 minutes)
• Personalized PDF Financial Plan Snapshot
• Real-time AI agent monitoring and feedback
• Access to wellness portal and resources
• PDF tracker & financial goal planner