VIP Wealth Strategy Day
Take Control of Your Financial Future in Just One Day

Gain clarity, maximize your financial situation, address taxes, cash flow, and life decisions through our comprehensive VIP Financial Planning Day designed specifically for busy professionals.

Gain clarity and confidence with your money

Your Investement

YOU RECEIVE:

Access to a single comprehensive client portal where you can manage all your financial information at your fingertips (Value: $500).

Two check-in calls after the VIP Day to make sure you’re on track (Value: $700).

Assistance with setting up all relevant accounts and cash management tools (Value: $3,000).

Within days of our call, you will receive a write-up. This document outlines what you can do to improve your finances. (Value: $7,000+)

TOTAL VALUE: Over $11,200+

One-time payment of $3,500 for the VIP Day.

If you’d like to continue working with me , it’s an optional $625/month ongoing.

Payment Plan Options: You can choose to pay in full or opt for a 6 or 12-month payment plan.

YOU RECEIVE:

Does This Sound Like You?

After VIP Wealth Strategy Day

Your Financial Transformation

Before VIP Planning Day

Feeling calm with organized, clear, and completely controlled finances

Knowing exactly where every dollar goes, what's saved, and what's invested

Having systems for informed decisions based on strategy, not guesswork

Seeing clear paths to dream house, college fund, and comfortable retirement

Feeling confident, empowered, and in complete control of your financial freedom

Feeling behind despite high income, constantly playing catch-up with finances

Wondering constantly where money goes and how to plan investments

Spending more time on finances than focusing on clients and growth

Stuck in cycles of financial stress, uncertainty, and decision paralysis

Struggling daily with taxes, inconsistent cash flow, and inadequate savings

Your Investment

Wealth Builder

$4,500/Year

Essential

$3,750/Year

Apart from the above investment, I offer an hourly consultation fee that varies from $250 to $350 per hour based on the specifics of the contracted service. Payment of these consultation fees is expected immediately upon completion of the contracted service.

CONSULATIONS

Services

Retirement and life planning
Savings and debt management
Investment planning
Tax-savings strategies
Insurance planning
Education savings planning
Estate Planning Guidance

Services

Retirement and life planning
Savings and debt management
Investment planning
Tax-savings strategies
Insurance planning
Education savings planning
Estate Planning Guidance
Employer stock and equity plans
Rental Property Analysis (NTE 5)

+3 designated meetings a year

+ 4 designated meetings a year

What is VIP Day?

It's a focused day to organize and strategize your finances effectively. The VIP Wealth Strategy Day is not a comprehensive financial plan. However, to design the right stock/bond mix for you, we will look at many pieces of your financial life, including:

tracking spending and your rainy day (emergency) fund;
life, disability, and umbrella insurance (with additional property & casualty insurance advice included in the write-up);
tax-saving opportunities, including maximizing contributions to tax-advantaged accounts and tax-efficient distribution strategies in retirement;
Social Security retirement benefit claiming strategies;
living off your portfolio in retirement (i.e., sustainable distribution rates); and
ensuring you have completed your estate planning.

Who is it for?

This service is ideal for new clients seeking clarity in their financial planning.

What will I gain?

You will gain confidence in managing your finances, along with clear strategies for achieving your financial goals. The VIP Wealth Strategy Day shows you – in plain English – what you can do to meet your financial goals.

In addition to providing you with a model of a simple investment plan that you can implement yourself, we look at other important areas of your financial life.

This not only helps us create a well-informed investment plan for you, but also sheds light on some financial blind spots you might have missed.

How long does it take?

The VIP Day typically lasts about six to eight hours.

What should I prepare?

Bring your financial documents and any relevant questions to optimize our session. I'll send you a list of things once you sign-up.

The VIP Wealth Strategy Day works best for self-motivated people who want to manage their own investments. By not hiring a financial advisor to check each box of their financial to-do list, people can save money with this easy and quick financial review. This day is for those who need a place to get on the right track, which I can help you do. Afterwards, you have the choice of taking it from there or continue our relationship.

Am I the right fit?

Why Opt for Essential Wealth Solutions

In an industry flooded with fees, complicated terms, and one-size-fits-all solutions, Essential Wealth Solutions aims to deliver financial planning that is both cost-effective and tailored to your needs.

Simplified Fee Structure: The flat-fee structure helps you keep more of your money, letting you invest in what truly matters to you.

Easy to Access: Financial planning can often be daunting; I cut out the unnecessary jargon and convoluted processes. For Exclusive Financial Planning, you'll gain access to a client friendly portal that is not too complicated. (As it should be.)

Tailored to You: There is no "one-size-fits-all" answer when it comes to planning, as every person is different. I will devote time to understanding your unique needs, goals, and priorities to help you achieve your ultimate vision of success. Tailored strategies to unlock your financial potential and achieve lasting wealth .

Why should I hire a financial planner when I can manage on my own?

Absolutely, you can manage on your own, and I always support individuals who wish to educate themselves to the fullest! I know you’ve already achieved success, but growth creates complexity. From tax strategies to estate planning, there are opportunities and risks that can be overlooked. Essential Wealth Solutions will serve as your strategic partner, helping you optimize every area of your financial life while freeing up your time to focus on what matters most.

Even the most financially savvy benefit from a second set of expert eyes to maximize wealth and minimize blind spots. Bringing in outside advice will elevate your chances of success (and your stress levels will decrease!)

What fees does are charged?

I offer flat-fee planning that stays the same regardless of the size of investments and earnings. However, your custodians and third-party service providers may apply fees that could be deducted from your own individual accounts. For transparency, check out the details here.

Our fee structure is simple, and our goal is to help you achieve returns, whether through smarter tax strategies, improved investments, or better cash flow that far outweigh your investment in onboarding with us. At Essential Wealth Solutions, we make sure the value of working with us exceeds the cost.

What is your process for Exclusive Financial Plans?

You can reach Destiny at Essential Wealth Solutions by calling 703-829-6083 (EST) or email info@essentialwealthsolutions, or simply fill out the contact form below. I am always happy to answer your questions.

Does This Sound Like You?

Your savings account doesn't reflect your income level
Tax planning and cash flow management weren't part of your entrepreneurial or professional dream
You're unsure if your spending habits are helping or hurting you
Income fluctuates wildly month to month with no clear pattern
Financial decisions feel overwhelming and paralyzing
You know you should invest but haven't taken action
You working hard to make a difference, not to drown in financial stress and uncertainty.

You're Making Six Figures But...