"Essential to being a holistic financial advisor is being able to meet your clients when they need your help and guidance through the issues that matter most to them."

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Client Package - Gold$7000

  • Today's payment
  • Client Package - Gold$7000
  • Future payments
  • $1000

All prices in USD

Unlimited use of the Legacy Letter Challenge for all of your current, future, and potential clients

Custom Landing Page including your logo, picture, custom welcome video, and custom coupon code. 

1 Private Group + 1  Exclusive Online Presentation for Your Clients