Financial Coaching with Wealth Consultants USA
Master Your Money. Unlock Wealth.
Comprehensive Coaching Program – For Life!
Personal finance mastery, business strategy, and lifetime guidance—bundled with premium tools, done-for-you plans, and lifetime access to the Portfolio Pilot Academy.
Simple, All-Inclusive Pricing
Or finance with Klarna starting at $85/month for 24 months.
What Sets This Apart
- Year 1: up to 2 full coaching sessions/month
- Year 2: full quarterly coaching sessions (4 / year)
- Year 3+: bi-annual full coaching sessions for life
- PPA Lifetime Access + up to 10 hours of instruction
- Done-For-You Financial Plan + IPS and Business Plan
- EveryDollar Premium included (paid by us)
Personal Finance Foundation
- Credit Repair & Optimization to strengthen your financial profile
- Dave Ramsey’s 7 Baby Steps—guided implementation start to finish
- EveryDollar Premium (paid by us) to systemize budgeting & cash flow
- Done-For-You Comprehensive Financial Plan with a custom Investment Policy Statement (IPS)
Portfolio Pilot Academy (PPA)
- Lifetime access to the full Academy (normally $7,500 standalone)
- Up to 10 hours of personalized instruction to apply PPA directly to your situation
- Education + implementation that empowers you to manage with confidence
Coaching Cadence — Full Coaching Sessions
- Year 1: Up to 2 full private sessions per month (build momentum and systems)
- Year 2: Quarterly full coaching sessions (4 per year) for reinforcement and optimization
- Lifetime (Year 3+): Bi-annual full coaching sessions—a permanent safety net to keep your plan on course
Business Growth & Strategy
- Comprehensive Business Coaching for existing or aspiring entrepreneurs
- Revenue growth, pricing, offers, systems, hiring, and operations
- Tax-aware planning integrated with your personal financial plan
Done-For-You Plans Included
- Professional Business Plan (lender-ready roadmap)
- Comprehensive Financial Plan with customized IPS
- Implementation checklists and timelines so nothing falls through the cracks
Why This Beats Monthly Coaching
- Old model: $175/month × 12 = $2,100—for coaching only
- New model: $1,900 one-time (or Klarna from $85/mo) for:
- 12-month intensive + Year 2 quarterly + lifetime bi-annual sessions
- PPA Lifetime Access + 10 hours instruction
- EveryDollar Premium paid by us
- DFY Financial Plan + IPS and DFY Business Plan
- Credit repair/optimization
Our Expertise
We are a team of dedicated financial consultants, committed to helping individuals and businesses achieve their financial goals with personalized coaching, financial planning, and an easy to understand, expert guided, investment portfolio education platform.
Testimonials
Holly M.
Portfolio Pilot Academy is such a great program! I have never felt confident enough to delve into the world of investing on my own without an advisor, but they have helped me to overcome my fears and believe that I really can do this on my own. They break things down into manageable, easy-to-understand steps and really do "hold your hand" until you understand everything. I made my first-ever purchases on my own today and feel confident to continue this journey!
Mary D.
Thanks to your help and guidance, we successfully negotiated down from over 18k to ZERO on those bills we went over! Thank you SOO much for all your help! You're the best Coach and I am telling everybody about you and Wealth Consultants USA!!!
Payton B.
Your process on creating our financial plan was easy, straightforward and very detailed! Now we feel confident on our the road to our eventual retirement day! Thank You!