There’s no reason that financial matters and money have to be mysterious or that you should have to wade through the abundant amount of misinformation out there on the internet. Get the facts from an award-winning, trusted source to become financially fit in your own life. Improve your financial knowledge, habits, and mindset while becoming more financially aware, savvy, and engaged by signing up now.
Choose your level of financial help!
We offer two different levels of help with implementing your own personal plan for a lifetime of financial fitness:
Clear Picture Pathway
Only $25 per month
Prime Clarity Pathway
Only $40 per month
For people not quite ready to work one-on-one with a financial advisor, Financial Fitness for Life offers you another way to get on the right track to achieving your personal financial vision and life goals!
Option One
Clear Picture Pathway $25/mo.
Based on your financial history and goals, you will receive a customized financial plan and access to self-directed financial training tools.
Learn More →
For only $25 per month ($300/yr), Clear Picture Pathway offers you complete access to the Financial Fitness for Life program. Based on your financial history and goals, you will receive a customized financial plan and access to self-directed financial training tools that will help keep you on your path. There are also quarterly webinars to answer your questions along the way. This is a $700 value offered as a service to you to help you become financially fit on your own terms while you are growing your wealth and heading toward your personal goals.
Sign UpOption Two
Prime Clarity Pathway $40/mo.
Self-directed tools, custom plans, training, and webinars from the Clear Picture Pathway, plus an additional two in-person review sessions each year with a licensed financial advisor.
Learn More →
Prime Clarity Pathway, for only $40 per month ($480/yr), offers you all of the self-directed tools, custom plans, training, and webinars from the Clear Picture Pathway, plus an additional two online or in-person review sessions each year with a qualified financial advisor. This is an excellent way to receive timely and personalized feedback from a licensed professional with experience helping others achieve their life’s ambitions. Your advisor will review your plan in detail and provide you with actionable feedback about your situation.
Sign UpFinancial Fitness for Life Sign-Up Form
Yes, I am ready to get on track to achieving my personal financial vision and life goals!
Take a quick video tour to learn how Financial Fitness for Life actually works!
Set Attainable Goals
Build an Action Plan
Receive Personalized Recommendations
Connect with Resources
Work Towards Financial Freedom
Clear Picture Pathway
For only $25 per month ($300/yr), Clear Picture Pathway offers you complete access to the Financial Fitness for Life program. Based on your financial history and goals, you will receive a customized financial plan and access to self-directed financial training tools that will help keep you on your path. There are also quarterly webinars to answer your questions along the way. This is a $700 value offered as a service to you to help you become financially fit on your own terms while you are growing your wealth and heading toward your personal goals.
Prime Clarity Pathway
Prime Clarity Pathway, for only $40 per month ($480/yr), offers you all of the self-directed tools, custom plans, training, and webinars from the Clear Picture Pathway, plus an additional two online or in-person review sessions each year with a qualified financial advisor. This is an excellent way to receive timely and personalized feedback from a licensed professional with experience helping others achieve their life’s ambitions. Your advisor will review your plan in detail and provide you with actionable feedback about your situation.
