Plans & Pricing
We offer a variety of services specially crafted for you. Find the best fit for your needs. Learn about how we can help drive better outcomes for you.
The Wolof of Wallstreet offers competitive rates and pricing plans to help you find one that fits your needs and your budget. If you are unsure about which pricing plan to choose, book a 15-minute where we will hep you the best plan for you.
Financial Shield Package
Our Financial Shield Package is designed to help you take back control of your finances. It comes with an eBook to provide you with the knowledge needed to understand and manage your finances. We also include a budget template to help you keep track of your spending, as well as two 30 minute zoom sessions and email support for any additional help. This package covers budgeting and saving, establishing an emergency fund, and debt payoff.
Financial Confidence Package
Our Financial Confidence Package is the perfect solution for those looking to take control of their financial future. Our comprehensive service includes an eBook to learn the basics of personal finance, monthly 30-minute Zoom sessions and email support, and a net worth calculation. We also provide customized investment strategies tailored to your individual needs, including stock and ETF investments, as well as tax-advantaged retirement accounts such as 401Ks, ROTH IRAs, and ROTH IRAs for minors. Finally, we will also help you plan for college savings.
Financial Freedom Package
Looking to build real wealth? Look no further than our Financial Freedom Package! This package is designed to provide you with the guidance to attaining your financial goals.
We will educate you on the strategies and techniques used by the wealthy to build and generate multiple income streams. With bi-weekly 30-minute Zoom sessions and email support, we will be there to guide you every step of the way.
Our package covers everything from dividend income, eliminating your housing expense, to REITs, and more. You'll have access to the knowledge and expertise you need to achieve true financial freedom.
ebook
"Wealth Wise" is the personal companion for anyone seeking to take control of their finances and build a solid foundation for a prosperous future. This book takes you on a necessary journey, equipping you with practical strategies and tips in financial planning, risk management, budgeting, debt payoff, investment strategy, and wealth building.
This comprehensive guide breaks down complex financial concepts into easily digestible insights and actionable steps. Whether you're a recent high school graduate, starting your career, or navigating more advanced stages of adulthood, "Wealth Wise" provides invaluable guidance tailored to your unique circumstances. Through relatable examples and engaging explanations, this book empowers you to take control of your financial destiny.
Personal Consultation
We provide personal consultations to help you get started with your financial planning. We will assess your current financial situation and provide guidance on the right package to get you on track for your financial goals.
Choose Your Pricing Plan
Find one that works for you
Financial Shield 1
99$Get your early bird financial shield package now for $99.Valid for one month- ebook
- Budget Template
- Two 30-minute Zoom sessions & Email Support
- Budgeting and Saving
- Establishing Emergency Fund
- Debt Payoff
Financial Shield 2
149$No discount.Valid for one month- eBook
- Budget Template
- Two 30-minute zoom sessions & Email Support
- Budgeting and Saving
- Establishment of Emergency Fund
- Debt Payoff
Financial Confidence
325$No discount.Valid for 3 months- ebook
- Monthly 30-minute zoom sessions & Email Support
- Calculation of Net Worth
- Investment Strategies (individual accounts, stocks, ETFs)
- Retirement accounts (tax advantaged) - 401K, ROTH IRA, ROT
- College Savings
Financial Confidence
585$(10% discount)Valid for 6 months- ebook
- Monthly 30-minute Zoom Sessions & Email Support
- Calculation of Net Worth
- Investment Strategies (individual accounts, stocks, ETFs)
- Retirement Accounts (tax advantaged) - 401K, ROTH IRA, ROT
- College Savings
Financial Confidence
1,099$(15% discount)Valid for 12 months- Monthly 30-minute Zoom sessions & Email Support
- Calculation of Net Worth
- Investment Strategies (individual accounts, stocks, ETFs)
- Retirement Accounts (tax advantaged) - 401K, ROTH IRA, ROTH
- College Savings
- ebook
Financial Freedom
375$No discount.Valid for 3 months- ebook
- Wealth building/generating multiple income streams
- Bi-weekly 30-minute Zoom sessions & Email Support
- Elimination of Housing Expense
- Paid in Dividends
- Buying/Investing in Rental Properties REITs
- Capital Gains
- Secrets of the Rich
Financial Freedom
675$(10% discount)Valid for 6 months- ebook
- Wealth building/generating multiple income streams
- Bi-weekly 30-minute Zoom sessions & Email Support
- Elimination of Housing Expense
- Paid in dividends
- Buying/Investing in Rental Properties REITs
- Capital Gains
- Secrets of the Rich
Financial Freedom
1,275$(15% discount)Valid for 12 months- ebook
- Wealth building/generating multiple income streams
- Bi-weekly 30-minute Zoom sessions & Email Support
- Elimination of Housing Expense
- Paid in dividends
- Buying/Investing in Rental Properties REITs
- Capital Gains
- Secrets of the Rich