👉 VALUED AT $997!

90 day trial
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VIP PRIVATE ADVISOR MEETING

LIVE WELLthy™ Membership PLUS:

ADVISOR SUPPORT: Schedule a private meeting with one of our wealth advisors.

FINANCIAL PLAN SUPPORT: Your advisor will work with you to outline and implement your comprehensive financial plan.

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LIVE WELLthy™ Membership - 90 Day Trial

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.

Membership* Includes:

👉   A FINANCIAL PLAN called the WELATHFACTOR™: Build and implement your own personalized 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.

👉   60 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™ Facebook Group.

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

 👉  Monthly LIVE COACHING CALLS with Dawn. She will give her strategic advice, answer questions and provide guidance in a small private group setting.

LET'S GO....! 🚀

It's time to LIVE WELLthy!

*MONTHLY PAYMENTS OF $19 ARE REQUIRED TO CONTINUE TO HAVE ACCESS. PAYMENTS WILL BE AUTOMATICALLY DRAFTED ON OR ABOUT THE SAME DATE EVERY MONTH AS YOUR ORIGINAL PURCHASE DATE.

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