Wealthrive

Services

A Multi-Year Partnership for Lasting Abundance

At Wealthrive, we offer a comprehensive, multi-year wealth coaching program tailored for high-achieving entrepreneurs. This multi-year partnership is designed to continuously refine and optimize your financial strategy, helping you expedite a life of abundance year over year. By focusing on tax reduction and integrating all key financial decisions—estate planning, insurance, investments, and exit planning—we ensure your wealth grows with purpose and impact​

A Transformative Journey Begins with a
Strong Foundation

A Transformative Journey Begins with a
Strong Foundation

Your journey to financial mastery starts with an comprehensive 6-week kickoff phase, where we build the foundation for your personalized wealth plan. During this phase, we work through three pivotal calls:

Discover

Uncover hidden opportunities, define your goals, and lay the groundwork for your financial success.

Design

Collaborate with our expert team to craft a strategy tailored to optimize taxes, protect your assets, and maximize wealth-building opportunities.

Deploy

Launch your strategy with a clear action plan, ready for ongoing refinement and growth.

A Transformative Journey Begins with a Strong Foundation

Discover

Understand your goals and assess your current financial picture.

Design

Craft a personalized roadmap to achieve your financial aspirations.

Deploy

Put the plan into action with expert guidance every step of the way.

90-MINUTE INITIAL CALLS

The journey doesn't stop here.

Quarterly Meeting Cadence

3-5 YEAR

Review

Monitor your implementation and progress.

Refine

Adapt and evolve strategies as your goals and circumstances change.

Reinvigorate

Bring fresh insights and ideas to keep you thriving.

Wealthrive
Program

A Transformative Journey Begins with a Strong Foundation

Discover

Understand your goals and assess your current financial picture.

Design

Craft a personalized roadmap to achieve your financial aspirations.

Deploy

Put the plan into action with expert guidance every step of the way.

90-MINUTE INITIAL CALLS

The journey doesn't stop here.

Quarterly Meeting Cadence

3-5 YEAR

Review

Monitor your implementation and progress.

Refine

Adapt and evolve strategies as your goals and circumstances change.

Reinvigorate

Bring fresh insights and ideas to keep you thriving.

Wealthrive
Program

This is just the beginning

We guide entrepreneurs on a comprehensive journey to financial independence and beyond. This premier service covers every aspect of wealth management, from financial planning to tax optimization, ensuring that your wealth is not just preserved but actively grown.

More Than a Service: A Thriving Community

As part of this multi-year commitment, you’ll also gain access to the exclusive Thrivers Community, where your wealth journey is enriched through

Peer Collaboration

Learn from and share experiences with like-minded entrepreneurs.

Exclusive Events

Attend curated virtual and in-person gatherings designed to inspire and inform.

Advanced Resources

Access proprietary tools and strategies to keep your wealth journey on track​

Built for the Long Haul

We’re not here for short-term wins; we’re your dedicated partner in achieving true abundance, year after year. For those who qualify, the journey continues with an invitation to our sister company, Freedom Family Office, offering even deeper levels of wealth management and personalized investment strategies​

Discover

Understand your goals and assess your current financial picture.

Design

Craft a personalized roadmap to achieve your financial aspirations.

Deploy

Put the plan into action with expert guidance every step of the way.

90-MINUTE INITIAL CALLS

The journey doesn't stop here.

Quarterly Meeting Cadence

3-5 YEAR

Review

Monitor your implementation and progress.

Refine

Adapt and evolve strategies as your goals and circumstances change.

Reinvigorate

Bring fresh insights and ideas to keep you thriving.

Built for the Long Haul

We’re not here for short-term wins; we’re your dedicated partner in achieving true abundance, year after year. For those who qualify, the journey continues with an invitation to our sister company, Freedom Family Office, offering even deeper levels of wealth management and personalized investment strategies​