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PLANS
Plans designed with many options
The G7 Club
SERVICES | CHROME | SILVER | GOLD | PLATNM | DIAMOND |
|---|---|---|---|---|---|
FINANCIAL PERSONALITY & THRESHHOLD ASSESMENT | |||||
CUSTOM DASHBOARD | |||||
ORGANIZATION & ROUTINE MANAGEMENT OF DATA | |||||
TAILORED DIGITAL PORTFOLIO | |||||
PROGRESS TRACKING ANALYSIS & GRADING METRICS | |||||
PHASE 1: CASH FLOW & BUDGET MANAGEMENT | |||||
PHASE 1: LIVE ANALYST CHAT AND NOTIFICATIONS | |||||
PHASE 2: STRATEGIC SNAPSHOT - CASH VS BUDGET | |||||
PHASE 2: RETIREMENT SAVINGS ACCOUNT PLANNING | |||||
PHASE 3: CREDIT BUILDING & MAJOR ACQUISITIONS | |||||
PHASE 3: FORECASTING & REQUIRED DISTRIBUTIONS | |||||
PHASE 3: BUY OR NOT? ACCESS | |||||
PHASE 4: INVESTMENTS & CRYPTO STRATEGIES | |||||
PHASE 4: ADDITIONAL GOAL - ANALYSIS & MANAGEMENT | |||||
PHASE 5: REAL ESTATE & TAX MANAGEMENT | |||||
PHASE 6: ESTATE PLANNING | |||||
PHASE 7: CAPITOL GAINS MANAGEMENT | |||||
PHASE 7: ADDITIONAL REVENUE STREAMS |
SERVICES | CHROME | SILVER | GOLD | PLATNM | DIAMOND |
|---|---|---|---|---|---|
CUSTOM PORTAL | CHROME ACCESS | SILVER ACCESS | GOLD ACCESS | PLATINM ACCESS | DIAMOND ACCESS |
MEMBER REWARDS | CHROME 1x Rewards | SILVER 2x Rewards | GOLD 3x Rewards | PLATINUM 4x Rewards | DIAMOND 5x Rewards |
PRIVATE GUIDANCE MEETINGS | FIVE(5) Yearly + End of Year | SEVEN(7) Yearly + EOY | NINE(9) Yearly + EOY | ELEVEN(11) Yearly + EOY | UNLMTD Yearly + EOY |
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SERVICE | CHROME | SILVER | GOLD | PLATINUM | DIAMOND |
|---|---|---|---|---|---|
FINANCIAL PERSONALITY & THRESHHOLD ASSESMENT | |||||
CUSTOM DASHBOARD | |||||
ORGANIZATION & ROUTINE MANAGEMENT OF DATA | |||||
TAILORED DIGITAL PORTFOLIO | |||||
PROGRESS TRACKING ANALYSIS & GRADING METRICS | |||||
PHASE 1: CASH FLOW & BUDGET MANAGEMENT | |||||
PHASE 1: LIVE ANALYST CHAT AND NOTIFICATIONS | |||||
PHASE 2: STRATEGIC SNAPSHOT - CASH VS BUDGET | |||||
PHASE 2: RETIREMENT SAVINGS ACCOUNT PLANNING | |||||
PHASE 3: CREDIT BUILDING & MAJOR ACQUISITIONS | |||||
PHASE 3: FORECASTING & REQUIRED DISTRIBUTIONS | |||||
PHASE 3: BUY OR NOT? ACCESS | |||||
PHASE 4: INVESTMENTS & CRYPTO STRATEGIES | |||||
PHASE 4: ADDITIONAL GOAL - ANALYSIS & MANAGEMENT | |||||
PHASE 5: REAL ESTATE & TAX MANAGEMENT | |||||
PHASE 6: ESTATE PLANNING | |||||
PHASE 7: CAPITOL GAINS MANAGEMENT | |||||
PHASE 7: ADDITIONAL REVENUE STREAMS |
SERVICES | CHROME | SILVER | GOLD | PLATINUM | DIAMOND |
|---|---|---|---|---|---|
CUSTOM PORTAL | CHROME ACCESS | SILVER ACCESS | GOLD ACCESS | PLATINM ACCESS | DIAMOND ACCESS |
MEMBER REWARDS | CHROME 1x Rewards | SILVER 2x Rewards | GOLD 3x Rewards | PLATINUM 4x Rewards | DIAMOND 5x Rewards |
PRIVATE GUIDANCE MEETINGS | FIVE(5) Yearly + End of Year | SEVEN(7) Yearly + EOY | NINE(9) Yearly + EOY | ELEVEN(11) Yearly + EOY | UNLMTD Yearly + EOY |
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