Are you ready to increase your financial fitness for yourself and your business?

We offer four levels of service. We will address your business and personal finances so you’re not neglecting your personal wealth as you build your business.

Level 1 Level 2Level 3 Level 4
$4500 setup $1800/mo$750 setup then $55/mo$350 setup then $55/mo$25/mo
Paired with a senior/junior money scientist
Online community
W.I.S.E. Financial Fitness™ Score
Financial and Business courses
Step by step guidance
W.I.S.E. Wealth Up Protocol
W.I.S.E. Be Your Own Boss Protocol
Success Library
Set up and/or optimize your accounting system
Create your business budgets and projections FOR YOU
Create your business monthly financial reports FOR YOU
Translate business financial data into action items
Provide recommendations based on business financial data analysis FOR YOU
Design and create your personal household budgets FOR YOU
Proven sales funnels designed FOR YOU
Sales call script optimized FOR YOU
Business budget designed FOR YOU
Personal money strategy created FOR YOU
Monthly group consulting 
Monthly group classes
Design and create your personal household budgets
Design your personal saving strategy
Design your personal debt elimination strategy
Optimize your cash flow for financial goals
And make sure you’re ready to amplify your wealth.

WISE Level 1

$4,500 setup fee then $1,800 per month

WISE Level 2

$750 setup fee then $55 per month

WISE Level 3

$350 setup then $55 per month

WISE Level 4

25 per month (no setup fee)

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