Freedom to Scale
The 12-Month Business System | Wealth Consultants USA
A 12-month business transformation experience combining expert-led instruction, automation-powered tools, and real partnership to help small business owners implement AI, streamline operations, automate growth—and scale with confidence. Backed by 24/7 tech support and a dual guarantee.
Who This Is For
- Entrepreneurs buried in operations
- Service providers without automation
- Business owners who want AI but need implementation support
- Founders ready to scale without burnout
Why It’s Different
- We build with you, not just for you.
- Includes AI tools, CRM, automation, VoIP, and coaching.
- 3 social media posts per week—done for you.
- Full strategy, systems, support, and accountability.
- Guaranteed ROI and satisfaction.
What We’ll Build Together
- Q1 – AI Employee Suite, CRM automation, onboarding systems, time management
- Q2 – Lead generation, follow-up, offer optimization, SOPs
- Q3 – Delegation systems, task automation, KPI dashboards
- Q4 – Expansion readiness, succession strategy, profit planning
Tech Access – OTS360 Elite
- Retail: $487/month | You pay: $250/month (lifetime rate)
- AI employees, CRM, pipelines, VoIP, email/SMS, forms, portals
- Fully supported with 24/7 access
What’s Included
- Bi-weekly group coaching
- 3x/week social media posts
- Client dashboard thats completely customizable
- System templates, SOPs, KPI playbooks
- 24/7 365 days tech support
- Quarterly reviews
Pricing (Tax-Deductible)
- Monthly: $1,000 setup + $747/month = $9,964 total
- 3-Pay: 3 x $2,821.33 = $8,464 (save $500)
- Pay-in-Full: $8,964 (save $1,000)
- 💼 100% tax-deductible business expense
Guarantees
- ROI Guarantee – We gaurantee you'll save more than what you invested for our program
- Satisfaction Guarantee – 100% sastifaction or get an entire 12 months of extra 1-on-1 support free
Ready to Get Started?
Use the form below to enroll now and secure your onboarding:
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!