STEP 2: Congratulations and Bonuses
STEP 3: Final Details
Congratulations & Welcome
But wait!! Before you download Elements
Check out this bonus only available RIGHT NOW
Get a 60-minute "New Memeber 1-on-1" for $50 off the regular price by booking today.
Yes!! Give me the exclusive new member 1-on-1 (normally $150) for $100!!
Where I can talk to MY financial professional, get MY financail questions answered and FINALLY see clearly my financial situation
NOTE: By clicking on this button you are giving us permission to charge you $100 for the exclusive new member meeting.
Here's what you'll get out of your New Member Meeting
Answers to your current financial questions
A discussion of your short, mid, and long-term financial goals
A review of your Elements Scores and an assessment to help you see areas where you could improve your financial health.
Suggestions to improve your overall finanical health A
Action items to bring you closer to your goals
And a one page summary meeting report of our conversation and action items.
Sample Meeting Report