AS SEEN IN
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?
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.