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Live WELLthy™ Membership

Start by implementing your personalized financial plan that will allow guilt-free spending today while also securing your tomorrow.

Every day you wait, is another missed (and expensive) opportunity to transform your financial life, for both today and tomorrow.

The Live WELLthy™ Membership Includes:

👉   A FINANCIAL PLAN called the Financial WEALTHFACTOR™: Build and implement your own personalized Financial WELLthStyle™ Plan with our proprietary WealthFactor™ tool and self-guided video modules and guidance from Dawn.

 👉   SPENDING PLAN: Create a Spending Plan aligned to your Core Values that allows to you spend guilt-free today without sacrificing your future.

 👉   DEBT MANAGEMENT PLAN: Debt payoff/pay-down strategy plan designed to maximize your cash flow and minimize interest payments.

 👉   SAVINGS PLAN: Saving for your future is non-negotiable and should be based on your personal goals. We will show you the growth potential of your saving for the next 30 years.

 👉   PROTECTION PLAN: Protect your most valuable assets; yourself, your income & your family!

👉    INVESTMENT PLAN: Investment strategy; including asset and sector allocation & low-cost investments. Investment implementation with our on-line custodian Charles Schwab.

 👉   TAX PLANNING: Minimize your taxes through income and investment tax strategies.

 👉   RETIREMENT PLAN: Plan for certainty in an uncertain world and stop worrying about running out of money.

 👉   One-on-One Private Sessions: One-on One Private Sessions with your own Fiduciary Wealth Advisor.  Three one-on-one meetings the first year and two one-on-one meetings each year after.

👉   90 action-packed modules educating you with the advice Dawn uses with her multi-million-dollar client portfolios.

👉  Private course dashboard allowing you to work at your own pace.

👉  Support and accountability to help you build and implement your plan.

👉   Direct access to our Live WELLthy™ texting platform for quick questions that need on demand answers.

👉  Membership to the private Live WELLthy™ online learning community and private access to elevated conversations with Dawn and community members.

 

LET'S GO....! 🚀

It's time to Live WELLthy!

 

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