Not sure what to do with your extra money each month?

Get clarity with 
The R.I.C.H. Roadmap Financial Plan

A customized financial plan for impact-driven entrepreneurs and W2 warriors with a side hustle. Get a detailed guide with the exact steps you need to take. Eliminate the guesswork!

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 entrepreneurs and go-getters create a systematized approach to put their money into alignment with their vision. 

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

  • Meetings w/ Your Advisor: 3 dedicated 1:1 meetings with your advisor to build your financial plan around your goals, plug any holes in your financial picture, open and fund needed accounts. 
  • ​Custom Investment Advice: Specific guidance on how to invest based on your plan. No more guessing with general information found online. You'll walk away with a personalized investment policy statement so you know exactly how to invest and why.
  • ​Digital Copy of your Financial Plan: Completed plan deliverable for you to follow along with 365 days of access to your online portal to make changes and begin tracking your progress.
  • Snapshot Overview
  • Balance Sheet
  • Liquidity Analysis
  • Budget
  • Debt Payoff Plan
  • Student Loan Analysis
  • Investment Asset Allocation Strategy
  • Investment Tax Allocation Strategy
  • Retirement Analysis
  • Retirement Stress Test
  • Social Security Analysis
  • Medicare Analysis
  • Cash Flow Analysis
  • Life Insurance Needs Assessment
  • Disability Insurance Needs Assessment
  • Long Term Care Needs Assessment
  • Property & Casualty Needs Assessment
  • Education Planning
  • Tax Estimates & Distribution Guide
  • Estate Checklist
  • Beneficiary Checklist
  • Estate Analysis
  • Consolidated Action Plan

one time fee
$
2,997
  • The R.I.C.H. Roadmap Financial Plan Digital Deliverable
  • 3 1:1 Meetings w/ Your Advisor 
  • Custom Investment Advice
Need a trust-based estate plan as well? Upgrade to the VIP Bundle.
59
Completed Plans
$2.05M
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 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?

FAQS

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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