Basic Plan Membership
Free
WealthcheckSystem™
(Limited version)
 
 
 
 
 
 
 
 
 
 
Bronze Plan Membership
$25/Month
Bronze WealthCheck™
5 Videos
 
 
 
 
 
 
 
 
 
 
Silver Plan Membership
$100/Month
Silver WealthCheck™
10 Videos
IncrediDocument™ Library
 
 
 
 
 
 
 
 
 
Gold Plan Membership
$250/Month
Gold WealthCheck™
15 Videos
Implementation Gold WealthCheck™
Annual Gold WealthCheck™ review
 
 
 
 
 
 
 
 
Premier Client Services Plan Membership
$500/Month
PCS WealthCheck™ System
30 Videos
Initial/annual tax strategy review
Initial/annual estate plan review
Initial/annual entity plan review
Qualified plan install/quarterly review
(Limitations may apply)
Consultation/coordination with professional advisors
"Einstein AI" implementation (Beta)