BETTERWEALTH X-RAY
OUR DATA-DRIVEN PROCESS TO SEE EXACTLY WHERE YOU'RE AT FINANCIALLY AND FEEL CONFIDENT ABOUT YOUR FUTURE
Our goal is to highlight your Wealth Inefficiencies
Wealth In·ef·fi·cien·cies
plural noun
1. Anything that gets in the way of you accomplishing your financial goals.
2. Financial friction that takes away some of the value of your money, energy, efforts, and time in producing your desired result.
Total Value: $3,484
Your Price: $497
Included with your X-Ray purchase:
The BetterWealth X-Ray
($997 Value)
-
Your Data
-
1 on 1 Virtual Meeting
-
Dynamic Cashflow Model
-
4-page X-Ray Report
-
Custom Video Review
-
DIY Manual
The Tax Analysis Bundle
($1,997 Value)
-
Personal Tax Analysis
-
Tax Analysis Report
The And Asset Bundle
($212 Value)
-
The And Asset Book
-
Audio Book
-
The And Asset Crash Course
The Investment Bundle
($179 Value)
-
Fiduciary-Guided Risk Assessment
-
Investment Portfolio Efficiency Analysis
The BetterWealth Bundle
($99 Value)
-
Tax Checklist
-
Debt Checklist
-
Investor Checklist
-
Protection Checklist
-
Mortgage Breakdown
-
And More!
Total Value: $3,484
Your Price: $497
Here are the 4 steps for the BetterWealth X-Ray:
1) Gather Data
Complete a Financial Fact Finder so we can gather the data that's most relevant to your financial health.
2) Upload Data
Upload your completed Financial Fact Finder to our secure portal with the click of a button.
3) X-Ray Meeting
Meet virtually with one of our wealth coaches to analyze your personal financial model and receive a “diagnosis” of your finances.
4) Your Results
Receive your Cashflow Ratio Model, your key financial metrics, a summary of your top wealth inefficiencies, and our Financial X-Ray Manual.
YOU ARE PROTECTED BY OUR
100% MONEY BACK GUARANTEE
If for any reason at all you are not satisfied with The BetterWealth X-Ray we will refund your money back within 28 days of purchase.
Caleb Guilliams
CEO, BetterWealth
WE BELIEVE WE ARE THE BETTER ALTERNATIVE TO FINANCIAL PLANNING
Typical financial planning obviously isn't the answer...
Most financial “plans” are just sales pitches in disguise. Plans like this hinge on you buying some financial widget in hopes of achieving a higher rate of return. You walk away with a magical widget, some general advice, and a lot of unanswered questions while still feeling unorganized and confused.
We offer a better alternative.
What Customers Say
The Schwartz Family
Physical Therapist Owner
The Betterwealth team really cares about their clients and wants everyone to "unlock intentional living."
The communication between all members of the Betterwealth team has been nothing but exceptional. I would recommend this company to anyone.
Jess Morey
Cyber Security Professional
I’m proud to say I’m on that path and feel so secure that I have a team to help me achieve all I want in life. If you don’t have any clue where to start... start with BetterWealth.
Dr. Jerry Brown
Motivational Speaker
After 20 years of military service and 63 years of life, I finally found BetterWealth. And in less than a year, with the BetterWealth Intentional living educational experience, I’ve been able to impact my current lifestyle, my kids' current lifestyle, my grandkids' current lifestyle, and prayerfully my future generations.
© 2024 Better Wealth Solutions, LLC