ADVICE ONLY. NO MEMBERSHIP REQUIRED.
You don’t have to navigate money alone.
A 60-minute session with an in house advisor — focused on your financial situation, your goals, and your questions. Walk away with clarity and a clear path forward.
$199
No commitment · No membership required · Secure payment via Stripe
Thinking about joining? Up to $250 in value included.
Membership plans starting at $25/month. Book a wealth plan session first. Your advisor will give you a promo code for your first 2 months free.
That's up to $250 in value applied toward your membership.
What you’ll walk away with.
WHAT YOU GET
In 60 minutes with your advisor you'll have more clarity than years of figuring it out alone.
Clarity on where you stand
A clear picture of your current financial situation — no jargon, no judgment.
Actionable next steps
Specific steps you can implement immediately — tailored to your goals and situation.
Answers to your questions
The questions you've been carrying alone — finally answered by someone who knows.
Confidence in your next move
Walk away knowing exactly what to do next — whether you join WealthMore or not.
For the full terms and conditions of our 60 Minute Wealth Plan session, click here.Three steps. 60 minutes. Answers and clarity.
HOW IT WORKS
In 60 minutes with your advisor you'll have more clarity than years of figuring it out alone.
1
CHOOSE YOUR ADVISOR
Browse our in-house wealth advisors. Pick the one whose background and specialties match your goals.
2
BOOK AND PAY SECURELY
Complete your secure $199 payment via Stripe. Your advisor's calendar appears immediately after confirmation.
For the full terms and conditions of our 60 Minute Wealth Plan session, click here.3
GET PROFESSIONAL ADVICE
Your 60-minute session. Personalized, actionable, and focused entirely on your financial situation.
Six advisors. Choose the one that feels right.
YOUR ADVISOR
All WealthMore advisors are in-house. Our advisors are ready to meet. Evening and weekend appointments are available, but may vary by advisor.
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JACOB STEWART
WEALTH ADVISOR
I’m one of 12 kids. I grew up in a low income household. I became a CERTIFIED FINANCIAL PLANNER™ because where you start doesn’t determine where you end.
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DESIREE FISHER
WEALTH ADVISOR
I became a CERTIFIED FINANCIAL PLANNER™ because I fundamentally believe people should have a clear understanding of money and how it can be used to build generational wealth.
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KEVIN MATTHEWS, II
WEALTH ADVISOR
READ FULL BIOI’m a bestselling author and former math teacher who believes everyone deserves financial freedom. I make investing simple so that everyday people can build wealth and break generational barriers.
SEE KEVIN’S AVAILABILITY -
CORY FALADE
WEALTH ADVISOR
READ FULL BIOMy journey to becoming a financial planner started with wanting more for my own finances. Once I got better financially, I decided to get the knowledge help others.
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RICK TARBODA
WEALTH ADVISOR
My father came to America and worked 2 jobs to save enough to start his own business. I became a CERTIFIED FINANCIAL PLANNER™to help hard working folks build wealth.
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JORDAN ZACKERY
WEALTH ADVISOR
I’m a first generation All American college football athlete. I became a CERTIFIED FINANCIAL PLANNER ™ because I believe everyone deserves financial success.
Not sure what to ask? You don’t need to be.
WHAT TO BRING
Your advisor will help guide the conversation. Here are some of the most common questions people bring to their session.
Am I investing enough?
Should I rent or own?
Are my investments too risky?
Will I have enough to retire?
Am I using the right tax strategies?
Am I saving enough for college?
Do I have enough insurance?
Do I need a will or estate plan?
Not sure yet? Book a free intro call first → It's free. No commitment. Just a conversation.
QUESTIONS
Frequently Asked Questions
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A free Intro Call is a brief 15–30 minute conversation designed to welcome you, answer basic questions, and introduce you to WealthMore.
A Wealth Plan Session, on the other hand:
Lasts a full 60 minutes
Provides deep, actionable guidance tailored to your financial goals
Gives you a personalized next-step plan you can implement immediately
Can be applied toward upgrading to Invest+ or Premium Advice+
Think of it as the difference between a first hello and a full strategy session with an advisor focused entirely on your needs.Item description
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A WealthMore wealth planning session is a focused, 60-minute one-on-one meeting with a WealthMore advisor. It’s designed to help you gain clarity on your finances, make confident decisions, and create actionable next steps — all without product sales or hidden fees.
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If you upgrade to Invest+ or Premium Advice+ within 7 days of your session, your advisor will give you a promo code for your first 2 months free. That's up to $250 in value applied directly to your membership.
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All WealthMore advisors are fiduciaries, meaning they act in your best interest. They have experience across retirement, cash flow management, tax strategies, and more. You’ll see their specialties and “best for” bullets so you can choose the right advisor for your goals.
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Your advisor will focus on your financial questions and goals. You’ll leave with:
Clear understanding of your current financial situation
Actionable next steps
Guidance tailored to your priorities
This is an advice-only session; implementation support is available through our Premium Plans.
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You can cancel or reschedule up to 24 hours before your session through your calendar invite. Full payment is required to secure the session, and refunds may be considered on a case-by-case basis.
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Absolutely. You can book additional sessions if you need ongoing guidance, or consider upgrading to Invest+ or Premium Advice+ for continuous advisor support.