Struggling with managing the money you're making?

Use The R.I.C.H. Roadmap

A customized financial plan for busy business coaches and consultants Complete your plan in 30 days or less and get back to business!

THE AVERAGE PERSON MAKES $2.7 MILLION OVER THEIR LIFETIME

HOW MUCH WILL YOU KEEP?
There is no doubt that you will earn over a million dollars in your lifetime. The question is how much of the millions earned will you keep? This comes down to having a financial plan in place to put those dollars to work. We use The R.I.C.H. Roadmap framework to help busy business coaches and consultants create a systematized approach to put their money into alignment with their vision. 

What is included in The R.I.C.H. Roadmap?

Net Worth Statement
Tax Estimation & Distribution
Debt Payoff Plan
Investment Plan
Retirement Plan
Cash Flow Analysis
Life & Disability Insurance Plan
Estate & Beneficiary Checklist

What did previous clients have to say about The R.I.C.H. Roadmap?

I was given actionable steps to improve myself and held accountable for my shortcomings. The knowledge she possesses was more than I could ask for. Tremaine wasn’t barking orders around but was giving out advice, and listening to my concerns and struggle areas, and she was very understanding. For that, I suggest anyone who is looking to take their finances to the next level (especially business owners) BOOK A SESSION.

Alete'
Owner, Media Mayhem 247

When I started working with Tremaine, my primary goal was to start investing and put together a more robust savings plan to conquer some financial goals. Little did I know, we would do much more than just learn how to buy stocks and save money.

Candace
Marketing Profesional

You're planting trees. Not flowers. Flowers die seasonally. But trees? They may take a little longer, but once they're there...They're there for yearssssssss. the blooms of the trees are generally what people look at, but you? You're growing branches and trunks and roots. It'll take a while, but it's growing. That's a deep impact. Then folks can flaunt the fruits and flowers of their own trees.

Jassmin 
Owner, Studio 252

57
Completed Plans
$1.3M
Dollars Invested
10+
Years Experience


FAQS

WHO IS THIS FOR?
THE R.I.C.H. ROADMAP BY MIND OVER MONEY IS FOR AMBITIOUS ENTREPRENEURS WHO NEED HELP MANAGING THEIR MONEY. IT IS FOR PEOPLE WHO VALUE ADVICE FROM PROFESSIONALS AND WANT TO EXECUTE WITH MINIMAL GUESSING. 
HOW LONG IS THE PROGRAM?
MOST OF OUR CLIENTS COMPLETE THEIR FINANCIAL PLANS IN 30 DAYS OR LESS SOMETIMES IT TAKES A LITTLE BIT LONGER WHEN CLIENTS ARE INCREDIBLY BUSY.
I DON'T HAVE A BUSINESS. CAN I STILL GET THE ROADMAP?
YES, WE HAVE CLIENTS WHO ARE NOT BUSINESS OWNERS THAT STILL GET A FINANCIAL PLAN.
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.
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 black entrepreneurs get on the path to retiring wealthy. 

The vision of Mind Over Money is to help 1 million black entrepreneurs grow their investments to 1 million dollars in the next 20 years. Will one of those entrepreneurs be you?

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