Inner Circle Plan

What’s Included

Element Based

Utilizing incredibly versatile and robust software, the Element’s app is our chief measure of 12 different financial data-points, ensuring real-time accurate status updates to ensure you are in-line with your written financial plan in a format that is easy to use and understand.

Tactically-managed portfolios

As a key to nearly all modern financial plans, involvement in the equities market is a must.  In a globally-connected marketplace, where things shift in mere moments, having teams of professionals adjusting your portfolios based on a tactical plan, is a must.  We have the best.

Wealth-Strategy Session

 Meet with your own personal advisor, one on one, to plan and customize your financial battle plan.  No more guess work, no more wondering if you are on track, or even where to start. Have a game plan that is sure to win.

1 on 1 Strategy reviews

Regular review of your plan to ensure you are tracking towards success.  Depending on your plan level, you qualify for semi-annually, or quarterly 1 on 1 reviews of your personal plan with your advisor.  

Monthly Coaching Call

Where most advisors never talk to their clients, we teach and train and update our clients on a monthly coaching call.  The market is always on the move, so are your advisors.

Facebook Group

Our private Facebook group shares consistent information on market cycles, economic data, investment and business q and a, and more.  Often times this is where the greatest learning and growth take place as our clients share ideas and understanding.

Inner Circle Mastermind

2 Masterminds annually, one on location in the beautiful mountains of Utah and one near the grounding eternal beaches and vibrations of the ocean are key pieces to the success of our top clients.  During these 3 day events we learn from local and national industry experts and have the opportunity to vet the latest opportunities from professionals and fellow inner circle members, build relationships and sharpen our skills with like-minded successful peers.

Syndicate opportunities

In partnership with the Sam Taggart and Brady Slack, we  we will share and consult on private syndicated opportunities where they fit within your plan and put you in the path to enjoy exclusive access to these members-only opportunities.

Price

Currently closed to new clients, $999/month or $10,000/year and 1.5% annually

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