$20/month
Webinars with subject matter experts
Access to AI assistant, STAN
Networking with like-minded individuals
Exclusive articles and reports from our team
$80/month
Access to the “Unlocking Financial Mastery” course (6 video lessons, quizzes, and takeaway sheets)
All additional courses
Two SimpMe eBooks
$3000
Two personalized meetings with a licensed wealth manager & CPA
Monte Carlo analysis for retirement planning
Access to budgeting and investment tracking software
Tax planning and debt management tips
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