Wealthspan Plan

A Comprehensive Coaching Package for Your Health, Wealth, and Future

Your health and finances are deeply connected.

The choices you make today, how you save, spend, insure, invest, and prepare for the future, can influence not only your financial well-being but also your ability to live the life you want.

The Wealthspan Plan is a personalized coaching experience designed to help you align your Healthspan and Wealthspan through practical financial education and actionable planning.

Together, we'll build a roadmap that reflects your values, supports your goals, and helps you move forward with confidence.

What’s Included

• Initial 90-Minute Strategy Session

• Wealthspan Values Exercise

• Wealthspan Snapshot Assessment

• Personalized Budget Development (50/30/20 Framework)

• Insurance Review

• Emergency Fund Planning

• Retirement Planning Discussion

• Two Follow-Up 60-minute Coaching Sessions

Who This Is For

• Professionals seeking greater financial clarity

• People preparing for retirement

• Individuals navigating healthcare and insurance decisions

• Anyone looking to align their money with their values

• People who want a practical roadmap rather than generic financial advice

What You'll Walk Away With

By the end of the Wealthspan Plan, you'll have:

• A clearer understanding of your financial picture

• A personalized spending and savings framework

• Greater confidence in your insurance and healthcare decisions

• A plan for emergency savings and future financial goals

• Practical next steps to improve both your Healthspan and Wealthspan

Investment

$999

Important Disclosure

The Wealthspan Plan is an educational coaching service and does not constitute financial, investment, legal, tax, or medical advice. No investment products are sold or recommended through this program.