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WHAT DO I GET WITH THE CHAIN-BREAKER WEALTH PLAN?

A FINANCIAL PLAN THE CONSIDERS EVERYTHING

1. FINANCIAL FOUNDATION

  • Document Review

  • Goal Setting

  • Net Worth Statement

  • Budget

  • Income Plan

2. DEBT-FREE ROADMAP

  • Credit Health Analysis

  • Student Loan Analysis

  • Debt Payoff Plan

3. GROWTH MACHINE

  • Savings Plan

  • Asset Allocation Analysis

  • Equity Diversification Analysis

  • Investment Analysis

  • Retirement Plan

  • Education Funding

  • Stress Test

4. TAX AND RISK PLANNING

  • Tax Allocation Analysis

  • Tax Estimation

  • Tax Planning

  • Insurance Plan

  • Medicare Analysis

5. INCOME AND WEALTH PROTECTION

  • Social Security Analysis

  • Cash Flow Analysis

  • Beneficiary Review

  • Estate Analysis

6. PLAN DELIVERY AND IMPLEMENTATION

  • Plan Review

  • Investment Account Set Up Support

  • Insurance Application Support

  • Maintenance Tips

HOW MUCH WILL MY PLAN COST?

The plans begin at $1500 and increase with complexity. Use the calculator below to estimate how much your plan will cost.

Meet The Lead Advisor: Tremaine Wills, MBA, CFEI

Tremaine Wills, MBA, is an Investment Advisor, Financial Planner and Speaker committed to helping close the wealth gap! She is also a Certified Financial Education Instructor and 2x Investopedia Top 100 Advisor who has been featured in many notable publications. 

Tremaine is passionate about building wealth in our community and providing education on how to retain the wealth we are building. This passion led her to create The ONE TRILLION Tribe, a financial literacy education and digital content community focused on helping 1 million families grow their invested investments to $1million over the next 50 years.

Tremaine noticed that many people wanted support with the strategy to create a roadmap for how to best use their assets and the reasons behind why they were investing. Most advisors had minimum investment amounts in order to even think about strategy - leaving many families to fend for themselves. She consulted with her team and they created The Chain Breaker Wealth Plan. The Chain Breaker Wealth Plan is designed for people who want to use everything they have to break poor financial habits passed down from previous generations. They want to be the change in their families and in order to do that they must break chains.

This program is the third phase of our mission for families that want to continue building their assets and get on track to become millionaires.