Achieving financial success can be a complex and confusing process to even the most experienced individuals — one that requires a significant amount of time, knowledge, and resources.
Today’s financial environment demands an approach that incorporates the expertise of skilled professionals, a variety of available solutions, and the independence required to provide objective recommendations. At The Wealth Training Academy, we utilize a step-by-step wealth coaching process to help educate and prepare you both for your future and the future of your loved ones.
The Wealth Training Academy implements its proven process of four phases to identify, discuss, solve, and improve your wealth and financial life. This cohesive, integrated wealth management system is design to integrate taxes, investments, insurance, and estate planning while shielding, protecting, and growing your business and finances.
Identify your specific vision, needs, wants, and goals for you and your family.
Part 1: 30-min Free Consultation
See if WTA could add value to your life.
Part 2: Gap Discovery Meeting
Discover where you are and where you want to be.
Gap analysis to clarify and maximize growth:
Implement WTA’s game plan and strategies:
Exclusively for WTA’s Wealth Members – continuously monitor and improve opportunities:
