The BetterWealth X-Ray
($1,497 Value)

• A 1-to-1 virtual meeting with one of our experienced Wealth Coaches who will help you clearly see where you’re currently at and what changes you can make with your current plan

• Be able to take an inventory of what important financial documents you have in place and if you and your family are on the path to really creating a solid financial future

• Our Dynamic Cashflow Model, 4-Page X-Ray Report, DIY Manual, and Custom Video Review creates an easy-to-follow overview that your Wealth Coach walks you through to help you become more organized, help you discover what parts of your plan are insufficient, and most of all feel relief that you have a clear way of creating the life you want for you and your family

The Tax Analysis Bundle
($1,997 Value)

• Find out if you’re maximizing tax breaks and minimizing tax liabilities in a legal and safe manner
• Feel reassured when you discover tax credits that you may be missing out on whether you’re an individual or own a business
• Get excited knowing you can find ways to reduce taxable income and/or increase tax credits and reallocate that money towards other things

The Investment Analysis

($297 Value)

• Our Fiduciary-Guided Risk Assessment and Investment Portfolio Efficiency Analysis will help break down your information so we can celebrate or validate what you’re currently doing
• Discover some optimization opportunities that you should be aware of such as risk alignment, fee reduction, portfolio efficiencies and so much more

Total Value: $4,579

YOUR PRICE: $497

• Get your very own copy of “The AND Asset™: The Secret Way to Save And Use Your Money at The Same Time” by the BetterWealth CEO, Caleb Guilliams in both PDF and audio formats
• Demystify how to use dividend-paying whole life insurance policies to create the ultimate financial system for building wealth over a lifetime and create the life you really want 
• Get access to hours of content where you can dive in and get super clear on what what the process looks like when getting an And Asset™
• Discover how The And Asset™ can provide tax free growth, lifetime growth and control over your dollars
• Access to 8 powerful strategies of how The And Asset™ can be implemented

The BetterWealth Bundle
($197 Value)

• Understand the difference between Good Debt versus Bad Debt
• Find out the best way to pay off your credit card debt
• Create a strategy to get your spending on track and be stress free
• Finally know where every dollar is going and eliminate worry

The Credit Crash Course
($197 Value)