Simple Steps To Wealth

A Personalized Financial Planning Program to Reach Your Financial Goals

Build a solid financial foundation with one-on-one sessions, on-demand support, software-driven financial planning, four hours of video content, and the "Walk You To Wealth" eBook. The program will teach you how to save, spend, budget, and invest while building sustainable financial habits and reducing anxiety.

Personalized Sessions

One-on-one sessions (30 minutes each) covering a variety of topics (saving, investing, psychological barriers to budgeting, credit card debt, student loans, etc.) applicable to your financial plan.

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On-Demand Support

With a financial expert in your corner, you have someone who is available to answer your questions, help you make informed financial decisions, and provide ongoing support.

Software-Driven Financial Planning

Personalized planning driven by RightCapital's industry-leading software and app to analyze your specific financial situation (saving, retirement, etc.).

Walk You To Wealth eBook

The “Walk You To Wealth” eBook will provide you with a digital resource you can always come back to!

Online Educational Content

Access to 4+ hours of self-paced video educational content that will enhance your walk to wealth.

Cost: $75-$125/month

Simple Steps To Wealth costs $75-$125 per month, depending on the package. This is a fraction of the cost of comparable financial planning services, making it affordable for everyone to have access to a Certified Financial Planner (CFP®) as well as the tools and knowledge needed to build financial security.

Program Benefits

Reduce financial panic and anxiety

Develop healthy and sustainable financial habits

Learn how to save, spend, budget, and invest

Education from certified experts (CFP, CPA)

Access to industry-leading financial planning and budgeting software

Personalized for your wealth destination

Simple Steps To Wealth Packages*

* - 6-month minimum applicable to all packages

Three-Step Wealth Roadmap

Continuous cycles of learning, implementing, and tracking provides long-term success.

Step 1: Learn

Understand the Walk You To Wealth methodology (saving, investing, etc.)

Step 2: Implement

Meet you where you are, help you set realistic goals, and build real wealth

Step 3: Track Progress

Industry Comparisons

* - Info per sites.

Schedule an Appointment

Take your first step towards wealth with a free intro meeting or schedule your next monthly meeting!

Free Intro For Individuals
Discover more about Walk You To Wealth's personalized program
Service Information
30 min
Free
Client Meeting
Schedule Your 1:1 Client Meeting
Service Information
30 min