Services

Services2020-09-18T22:07:54+00:00

Tailored WealthSaver Programs

When looking at the top three reasons for divorce, financial troubles always comes up, yes ALWAYS. Our (4) week program is designed to assist couples with gaining financial prosperity together.

Every couple is different. As a result we tailor our sessions based upon the couple’s needs. We will hold a mixture of counseling, budgeting and credit sessions broken up into four separate sessions. This is an investment that will enhance your strength as a couple.

Tailored Wealthsaver Programs

When looking at the top three reasons for divorce, financial troubles always comes up, yes ALWAYS. Our (4) week program is designed to assist couples with gaining financial prosperity together.

Every couple is different. As a result we tailor our sessions based upon the couple’s needs. We will hold a mixture of counseling, budgeting and credit sessions broken up into four separate sessions. This is an investment that will enhance your strength as a couple.

Bronze

$7299Monthly Plan
  • Spending Plan (Overview & Implementation)
  • Net Worth Goal Setting

Silver

$11499Monthly Plan
  • Spending Plan (Overview & Implementation)
  • Net Worth Goal-Setting
  • Credit Report Analysis
  • Monthly Review & Status Reporting

Gold

$299993 Month Plan
  • Spending Plan (Overview & Implementation)
  • Net Worth Goal-Setting (Monthly)
  • Credit Report Analysis
  • Monthly Review & Status Reporting

On-Demand Consultation

INITIAL CONSULTATION  (10 mins – FREE)

Virtual one-time complimentary ten minute consultation. We will listen to your question(s) and provide feedback.

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COUPLES  • FINANCIAL COUNSELING (FOUR SESSION SERVICE)

We tailor our sessions based upon the couple’s needs. We will hold a mixture of counseling, budgeting and credit sessions broken up into four separate sessions for 1-1.5 hour in duration.

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CREDIT ANALYSIS  (45 mins – $32)

This package is only available once every four months. For accountability purposes we offer follow up appointments for $15 each appointment. Clients are responsible to pull their free credit report from only one of the three major credit bureau agencies.

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NET-WORTH GOAL SETTING  (30 mins – $25)

30-minute discussion to understand personal financial goals and how to make your financial goals a reality plus an organic net-worth statement.

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SPENDING PLAN  (45 mins – $55)

One-month 45-minute financial counseling session to create your tailored spending plan.

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CORPORATE & UNIVERSITY KEYNOTE SPEAKING

Financial stress and work performance have an inverse relationship. As financial stressors increase the cognitive ability decreases in terms of the ability to perform at 100% overall.

•  Credit Management  •  Financial Bootcamp 1-on-1  •  I See It, I Want It- Impact of Consumer Credit Management  •  Wealth Mindset Please contact me for additional details and to book Adrienne, as your next speaker.

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SPENDING PLAN ADD-ON | plan updates  (30 mins – $25)

Life happens! Within 30 calendar day purchase of Tailored WealthSaver Spending Plan a one-time 30-minute session to update your Tailored WealthSaver Spending Plan.

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CHANGE YOUR MIND?

We are grateful for your trust in Tailored WealthSaver, LLC.

We offer a full-money back guarantee for all transactions made on our website within 14 calendar days of your purchase and 72-hours prior to services being rendered. For this reason, there is a 3-day delay to schedule services from Tailored WealthSaver, LLC. 

Appointments canceled/rescheduled/missed within 48 hours of services being rendered are eligible for a one-time reschedule or refund of deposit. After the first rescheduled appointment, any appointment(s) missed Tailored WealthSaver, LLC reserves the right to refuse service and will not refund deposits made.

ALREADY REACHED CREDIT REPORT LIMIT?

For our clients’ privacy, clients are asked to pull only one of their credit reports from https://www.annualcreditreport.com. 

*Update until 20 APR 2021- you can pull your credit report weekly from annualcreditreport.com 

(AFTER 20 APR 2021) If all three credit reports were previously pulled for the year, clients are asked to wait until JANUARY of the upcoming calendar year when their credit report is available. If a client choses to wait, Tailored WealthSaver, LLC will credit the client for service until APRIL of the new calendar year, when the credit report is available. To protect our clients Personal Identifying Information (PII) Tailored WealthSaver, LLC does not collect clients’ Social Security Number; which is a requirement to pull credit reports. 

REQUEST REFUND OR RESCHEDULE

Please contact me prior to 48-hours of services being rendered to request a refund, cancel or reschedule your appointment. In the email please include your name, telephone number and request. 

Adrienne and I have been working on repairing and getting my credit in good standing to soon purchase a home. I highly recommend her if you want someone who will work with you and be honest.

– Jonathan

Trusted By Clients Nationwide

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