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Continue the Trek

After Your Initial Trek, it is important to continue to monitor your financial health.

At Wealth Management Institute, we offer three programs to help you Continue The Trek towards Financial Success.

"The Knot" Subscription - Cost: $9.99/mo.

   What You Get

  • 24 hour access to our Financial Planning software “The Knot"
  • Available customer support with Registered Para-planner from 9:00-5:00 Monday-Friday
  • Invitations to our client webinars/seminars/special events
  • Continued financial education through our WMI email newsletter reports
  • Monthly and Annual Market email updates

"The Knot" Subscription plus 1 review (annual) of Financial Plan w/ CFP - Cost: $29.99/mo.

What You Get

  • Everything in the E-Money Subscription
  • (1) 2-hour in-person annual Financial review.      

"The Knot" Subscription plus 2 reviews (semi-annual) of Financial Plan w/ CFP - Cost: $54.99/mo.

What You Get

  •  Everything in E-Money Subscription
  • (2) 2-hour in person semi-annual reviews

A La Carte Menu:

1 Hour financial/insurance review w/ CFP - Cost: $299.99

1 Hour financial/insurance review w/ RP - Cost: $74.99