Your Personalized Financial Organization, Protection & Legacy Roadmap
2 hr2 hr
500 US dollars
$500
Location TBD
Service Description
The Wealth Blueprint Intensive™ is a deeper, hands-on financial strategy experience for individuals, families, and entrepreneurs who need help organizing their numbers, creating structure, identifying financial gaps, and building a practical roadmap for protection, retirement, children’s future planning, and legacy.
This is ideal for clients who need more than a one-time strategy conversation and would benefit from manual support, guided data gathering, and a customized Wealth Blueprint Sheet.
Cancellation Policy
We understand that plans can change. If you need to cancel or reschedule your session, please notify us at least 24 hours to avoid fees.
- Cancellations made within 24 hours of the scheduled session will incur a 50% cancellation fee.
- No-shows or cancellations made within 2 hours of the session will be charged the full session fee.
Thank you for your understanding and cooperation.