INTRODUCING

Inner Circle Diamond Membership

Here's what you get:

Financial Coaching & Legacy Strategy
Total Value: $7,500/year

  • One-on-one legacy-focused wealth evaluation sessions (Monthly) – $3,000

  • Retirement and income strategies tailored to your faith and values – $1,500

  • Annual net-worth analysis and legacy optimization roadmap – $1,200

  • First Fruits Giving Strategy integration for long-term Kingdom impact – $800

  • Custom cash flow and debt-reduction strategies – $1,000

Digital Asset Stewardship Support

Total Value: $6,500/year

  • Guidance on how to buy, store, and manage digital assets securely – $1,200

  • Wallet setup and custodial best practices – $750

  • Ongoing digital assets portfolio monitoring and exit strategy alerts – $1,500

  • Monthly Inner Circle market trend webinars and faith-based interpretation – $1,200

  • Biblically aligned digital wealth accumulation strategies and principles – $850

  • Charitable giving and first fruits guidance – $1,000

Estate Planning, Executor Services & Trust Design
Total Value: $12,000/year

Charitable Remainder Trust Services

  • Personalized Charitable Remainder Unitrust (CRUT) setup & legal support – $3,000

  • Tax-deferral strategy with income for life – $2,500

  • Family giving legacy plan + nonprofit partner recommendations – $1,000

    Executor & Estate Services

  • Pre-Death Executor Advisory to reduce stress on family – $1,500

  • Legacy transfer education for heirs and beneficiaries – $1,000

  • Secure document vault and Power of Attorney support – $1,000

  • Executor onboarding & training – $2,000

Training, Tools, & Account Management Alerts
Total Value: $5,200/year

  • On-demand Resource Library (digital assets, legacy, trusts, biblical stewardship) – $1,000

  • Personalized wealth notifications via SMS/email (price alerts, shifts) – $1,200

  • Advisory support (wills, trusts, POAs, beneficiary transfers) – $1,000

  • On-going market insights + spiritual guidance – $600

  • Helpdesk & live video office hours for technical/account support – $1,400

Faith-Based Intercession & Strategic Prayer Sessions
Total Value: $4,000/year

  • Access to trained intercessors for personal prayer appointments – $1,200

  • “Courts of Heaven” sessions for divine legal alignment and breakthrough – $1,500

  • Annual 1-on-1 prophetic legacy prayer & discernment session – $800

  • Scheduled prayer support during major life/financial decisions – $500

Total value: $35,200/yr

Today Just $97/mo.

FAQS

What is the importance of financial planning?

Financial planning is crucial for several reasons. It provides a roadmap to achieve your financial goals, whether it's buying a house, funding your children's education, or retiring comfortably. Through proper planning, you can identify potential risks, such as inadequate insurance coverage or investment volatility, and take steps to mitigate them. Additionally, financial planning helps you make informed decisions by evaluating various options and their potential outcomes. It also ensures that your resources are allocated efficiently, enabling you to manage debt, taxes, and expenses effectively.

How does risk tolerance affect investment decisions?

Risk tolerance refers to your willingness and capacity to withstand fluctuations in the value of your investments. It varies from person to person and is influenced by factors like age, financial goals, and personal preferences. Understanding your risk tolerance is crucial because it guides your investment decisions. If you have a high risk tolerance, you might be more comfortable with aggressive investments that offer higher potential returns but come with greater volatility. On the other hand, if you have a low risk tolerance, you might lean towards more conservative investments with stable, albeit potentially lower, returns. A financial advisor can help align your investment choices with your risk tolerance to create a balanced and suitable portfolio.

How does estate planning benefit my loved ones?

Estate planning involves creating a plan for how your assets will be managed and distributed after your passing. It's not just for the wealthy; it's about ensuring your wishes are carried out and minimizing stress for your loved ones during a difficult time. Through estate planning, you can specify beneficiaries for your assets, designate guardians for minor children, and even make provisions for charitable contributions. Estate planning can also help minimize estate taxes, legal fees, and potential conflicts among heirs. By putting a comprehensive plan in place, you provide your family with clarity and financial security, ensuring that your legacy is preserved and your loved ones are taken care of according to your wishes.

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*This website provides general information related to legal topics. It is not intended to provide legal advice or create an attorney-client relationship. Nothing contained herein constitutes tax, legal, insurance or investment advice, or the recommendation of or an offer to sell, or the solicitation of an offer to buy or invest in any investment product, vehicle, service or instrument. Any services requiring legal representation or advice specific to your situation must be handled by a licensed attorney. We encourage you to consult with a qualified attorney in your jurisdiction for any specific legal matters.