Five for Five
You're a high-earning woman juggling a career, a household, and everyone else's needs and somehow your own financial future keeps getting pushed to the back burner. This is the day you finally build it.
In one private, focused VIP day we build your complete five-year financial roadmap across five pillars:
Wealth · Clarity · Simplicity · Protection · Stability
Covering everything from cash flow and taxes to life decisions and long-term goals designed specifically for professional women who are done guessing and ready to move.
One Day Together. Five Years of Financial Direction.
Your savings account doesn't reflect what you actually bring home.
You're paying too much in taxes because no one has ever shown you a better strategy.
You know you should be investing — but you haven't pulled the trigger.
Cash flow feels unpredictable even when the income is there.
Every major financial decision feels overwhelming, so you keep postponing it.
You're spending energy worrying about money instead of building it.
Does this sound like you?
You're Earning Well. So Why Does Money Still Feel This Hard?
What We Cover in Your Five for Five VIP Day
01
Wealth
We start by getting the full picture of your net worth, income, savings, investments, and gaps. Then we build your 5-year wealth roadmap with specific annual targets, a savings rate that works for your life, and an investment strategy aligned to every goal. You leave knowing exactly where you're going and how to get there.
Five Pillars. One Day. A Plan You'll Actually Use.
03
Simplicity
We build your money system. Automated savings, bill pay, and account structure. All set up and running before the day ends. You also get a 15-minute monthly money routine so staying on track never feels like a second job.
05
Stability
We tackle your debt with a prioritized payoff plan and a projected payoff date. We review your tax situation and identify legal strategies to keep more of what you earn. You leave with a stability foundation that makes every other financial goal easier to reach.
02
Clarity
We map every dollar coming in and going out including cash flow, spending patterns, and the money habits quietly holding you back. You receive a complete financial snapshot and a written Financial North Star a one-page statement of what your money is working toward.
04
Protection
We review your insurance coverage, identify dangerous gaps, and walk through your estate planning checklist including will, power of attorney, beneficiary designations. You leave knowing your family and everything you've built is or can be protected.
How you feel
A one-day experience that transforms how you manage, grow, and feel about your money
Your Investment
When you add it all up, the Five for Five VIP Day delivers over $15,000 in personalized financial guidance, strategy, and implementation in a single day.
Here's everything included:
Comprehensive financial snapshot — A complete picture of your net worth, income, expenses, assets, and gaps in one document. (Value: $1,500)
Personalized 5-year wealth roadmap — Your written financial GPS with annual milestones, savings targets, and an investment strategy aligned to every goal. (Value: $3,500)
Custom money system + account setup — Automated savings, bill pay, and cash management tools set up and running before the day ends. (Value: $1,000)
Debt payoff + cash flow strategy — A prioritized payoff plan with a projected payoff date and a spending plan built around your actual life. (Value: $2,000)
One-time payment of $5,200
We can discuss options if you'd like to continue working together with an ongoing financial plan.
Get on track now so your wealth status grows later.
Tax strategy review — Legal strategies specific to your situation to help you keep more of what you earn. (Value: $1,500)
Insurance + estate planning audit — A coverage review and estate planning checklist so your family and finances are fully protected. (Value: $1,500)
Investment gap analysis — A clear look at what you have, what you need, and the best path to close the distance. (Value: $2,000)
Private client portal access — One secure hub where your financial documents, plans, and reports live — accessible anytime. (Value: $1,500)
Wealth building report — A written action plan delivered within days outlining your priorities and next moves. (Value: $1,000)
30-day follow-up call — A one-on-one check-in to review your progress and keep you on track. (Value: $350)
Total value: $15,850 Your investment: $5,200
You save $10,650 — and gain a financial plan built to move with you for the next five years.
FAQS
You didn't come this far to stop
"Where there is no counsel, the people fall; But in the multitude of counsel there is safety."
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CONTACT
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info@essentialwealthsolutions.com
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Essential Wealth Solutions provides financial planning services to assist individuals with enhancing their financial well-being. The Founder, Destiny Freeman, is dedicated to reaching out to those who are enthusiastic about learning, transforming their legacy, and expanding their wealth.
