Wealth Builder Program
If financial planning is beneficial for everyone,who do so many financial planning firms have a $1 million minimum?
At Good Life Wealth Management, we not only believe that financial planning is for everyone, we are here to help any and all investors who recognize the value in having their own plan. What we know is that every 50-year old millionaire is someone who probably made some smart decisions in their 20’s and 30’s. And that is why we designed our innovative Wealth Builder Program for clients under $250,000 – to help newer investors make the choices that will build a solid foundation for their financial future.
Our Wealth Builder Program is simple: create a financial plan unique to you, implement your plan, and work with you in the years ahead to stay on course to meet your goals. We’ll meet annually for a full review meeting to track your progress and you are encouraged to call or email anytime as financial questions arise. All this for only $99 a month, cancellable at anytime if you are unsatisfied.