Need both a financial plan and a trust-based estate plan?
Get The R.I.C.H. Roadmap VIP Bundle
Upgrade your customized financial plan to include instructions on how to protect and direct your assets.
What is included in The VIP Bundle?
- Trust-Based Estate Plan: Based on your financial goals, you'll get either a revocable or irrevocable trust plan documents for your estate plan to coordinate with your comprehensive financial plan.
- Meetings w/ Your Advisor: 4 dedicated 1:1 quarterly meetings with your advisor after your plan is complete to monitor your progress, get guidance on any major life changes, and vet new opportunities to accelerate reaching the goals of your plan
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Custom Investment Advice: A tailored investment policy statement to guide you on how to invest based on your plan goas. No more guessing with general information found online!
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1 Year 4 Comma Collective Membership FREE! Community, 2 virtual tickets to the annual conference, Bi-weekly Q&A, video based training, courses, monthly accountabilty work sessions, business directory, expert hours and more!
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The R.I.C.H. Roadmap Financial Plan: Our signature framework to creating a customized and easy to follow financial plan based on your goals and values. This comprehensive plan includes the following:
one time fee
$
4,997
- The R.I.C.H. Roadmap Financial Plan
- 1:1 Quarterly Meetings w/ Your Advisor
- Custom Investment Advice
- 1 Year in the 4 Comma Collective Membership FREE
- Trust-Based Estate Plan
Not interested in additional quarterly meetings, the estate plan, or access to the 4 Comma Collective?
59
Completed Plans
$1.9M
Dollars Invested
10+
Years Experience
About Tremaine Wills, Investment Advisor
Tremaine Wills, from Newport News, VA, is the founder and Lead Investment Advisor for Mind Over Money. She is a Certified Financial Education Instructor and holds many investing licenses.
Inspired by her 10 years in financial services, Tremaine has made it her mission to help impact-driven entrepreneurs and side hustlers grow wealth and retire early.
The vision of Mind Over Money is to help 1 million people grow their investments to 1 million dollars in the next 20 years. Will one of those people be you?
The vision of Mind Over Money is to help 1 million people grow their investments to 1 million dollars in the next 20 years. Will one of those people be you?
WHO IS THIS FOR?
THE VIP BUNDLE IS FOR PEOPLE WHO NEED BOTH A FINANCIAL PLAN AND A TRUST-BASED ESTATE PLAN AND WHO WOULD LIKE ONGOING SUPPORT THROUGHOUT THE YEAR.
HOW LONG IS THE PROGRAM?
ONE YEAR OF VIP ACCESS IS INCLUDED WITH YOUR INVESTMENT. YOU MAY RENEW AT THE END OF THE YEAR. MOST OF OUR CLIENTS COMPLETE THEIR FINANCIAL PLANS IN 60 DAYS OR LESS, SPENDING THE END OF YEAR ONE IMPLEMENTING AND GETTING INTO THEIR ROUTINE. MANY RENEW AND CONTINUE FOR ACCOUNTABILITY AND ADDITIONAL GUIDANCE
IS MY INFORMATION CONFIDENTIAL?
YES, ALL INFORMATION CAPTURED AND DISCUSSED IS CONFIDENTIAL. EACH CLIENT RECEIVES OUR CONFIDENTIALITY POLICY UPON WORKING WITH US.
HOW CAN I CONTACT CUSTOMER SERVICE?
YOU CAN CONTACT CUSTOMER SERVICE BY EMAILING CLIENTSUCCESS@MINDOVERMONEY.NET
ARE YOU FIDUCIARY?
YES, YOU CAN SEARCH "TREMAINE WILLS" OR "MIND OVER MONEY" IN "VIRGINIA" THROUGH THE INVESTMENT ADVISOR PUBLIC DISCLOSURE WEBSITE WHICH CAN BE FOUND HERE.
HOW DO YOU GET PAID?
OUR ADVISORS ARE PAID A FLAT FEE FOR FINANCIAL PLANNING. YOU HAVE THE OPTION TO ALSO PAY FOR PORTFOLIO MANAGEMENT AT 75 BASIS POINTS. WE HAVE NO ACCOUNT MINIMUM.
WHAT ARE YOUR QUALIFICATIONS?
INVESTMENT ADVISOR REPRESENTATIVE, CERTIFIED FINANCIAL EDUCATION INSTRUCTOR, LIFE, HEALTH, & ANNUITIES LICENCES, SECURITIES INDUSTRY ESSENTIALS, SERIES 6TO, SERIES 63, SERIES 65, AND CANDIDATE FOR CERTIFIED FINANCIAL PLANNER.
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