The Financial Fitness Plan

" Get in shape where it count$ "

Personal Financial Fitness Accountability Coach

Consulting Services

Allotted Financial Consulting Hours

Financial X-Ray with Private Consultation

Annual Financial Review

Financial Hotline 

Choose Your Plan Now:

Access To Brokerage Services Dept.

Brokerage Services

Complimentary Review Of Financial Documents

Personal Risk Assessments

Complimentary Insurance Policy Review

 

Bronze

-

4 Hours/ Year

 

Yes

 

Yes

1 Solution 

Silver

-

8 Hours/ Year

 

Yes

 

Yes

2 Solutions

Gold

 

Yes

 

Yes

 

Yes

 

3 Solutions

12 Hours/ Year

 

Yes

 

Yes

 

Yes

 

Yes

Platinum

 

Yes

 

Yes

 

Yes

 

4 Solutions

16 Hours/ Year

 

Yes

 

Yes

 

Yes

 

Yes

 

Yes

 

Yes

 

Yes

 

Yes

 

Yes

 

Yes

 

Yes

 

Yes

Education

VIP Seating At Private Hosted Events

Online Money Management Courses

On -Demand Learning Sessions

Financial Wellness Webinars

Financial Tools

Project Management Portal 

Mobile Budgeting App

-

-

-

 

Yes

Rewards

Piggy Rewards

Membership Discount On Additional Services **

 

Yes

-

 

Yes

 

Yes

 

Yes

-

 

Yes

 

Yes

 

Yes

 

Yes

 

Yes

 

Yes

-

10%

 

Yes

10%

 

Yes

20%

Protection Plans

Family Plan

 Life Lock Identity Theft Pkg

Smart Credit App *

-

Yes*

Optional

-

Standard Plan

Optional

-

Standard Plan

Optional 

Rider Available

Standard Plan

Standard Plan

Rider Available

Standard Plan

Standard Plan

 

Yes

 

Yes

 

Yes

 

Yes

 

Yes

 

Yes

-

Optional

Yes*

 

Yes

15%

Membership Plan Pricing

First month payment and enrollment fee are both due at start of membership. 

ENROLL HERE

$59/Month 

 

$150
Enrollment Fee

+

$109/Month

$150
Enrollment Fee

+

$199/Month

$250
Enrollment Fee

+

$249/Month 

 

$250
Enrollment Fee

+

 
 

tel:(888)990-6465

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Business hours: 10:00 a.m. - 5:00 p.m.   Monday - Friday