A Step-By-Step Blueprint to Create Your Financial Plan For Both Retirement And Wealth Transfer!
The process of estate planning seemed so overwhelming at first.
However, thanks to Wealth Our Way and the WOW Wealth Jumpstart, we completed the process in a timely and efficient manner.
This program gave us access to Charles "Tank" Harris' extensive knowledge and resources all at a fraction of what we thought it would cost.
The WOW Wealth Jumpstart guided us step-by-step through everything from creating estate documents to assessing our family's life insurance and retirement needs.
Wealth Our Way has made estate and financial planning stress-free and brought us peace of mind.
- Kenya Felton
WHAT IS THE WOW WEALTH
JUMPSTART PROGRAM?
WOW Wealth Jumpstart is designed to help you create a detailed custom-made plan that takes you from where you are today to where you wish to be financially.
Your detailed financial plan highlights future outcomes and gives a step-by-step course of action to make the plan succeed. You can stop worrying about your financial future, start planning your retirement, and financially protect your family.
WHY JOIN
WOW WEALTH JUMPSTART?
WHAT YOU’LL GET
INSIDE WOW WEALTH JUMPSTART:
WOW WEALTH
JUMPSTART PROCESS
Set Up Your Wealth Portal and Upload Your Retirement & Life Insurance Accounts / Policies
Once Our Team has reviewed your documents, you can schedule a 60-minute assessment with us to make sure your needs are met.
I always knew that I needed to get my financial affairs in order but with only an elementary understanding of the process I never really pushed to get it done.
Tank's video on the WOW Wealth Jumpstart helped me to understand that the program could be as simple or involved as I wanted it to be. But no matter what, it would be tailored exactly to my financial needs now and into the future.
The WOW program provided me with a complete review of where I was and where I wanted to be. That information alone is worth the price of admission! My affairs are now in order and with Tank’s continued guidance I have no doubt that my finances are set for myself and my family for a long time to come.
Wealth Our Way truly is the only way for me!
- Anthony Wilkins
ABOUT THE INSTRUCTOR
ONE OF THE TOP FINANCE EXPERTS IN AMERICA TODAY
He built a practice that managed over $100M of assets for professional athletes, universities, foundations, and small business owners. He founded The Sports & Entertainment financial group in 2001 and sold the company in 2012.
He partnered with New York Life Insurance Company to build an affordable investment and insurance program for people who had previously been shut out of the financial services industry.
In 2019 he branched out on his own to form the Financial Planning firm, Wealth Our Way.
When it comes to creating a detailed plan that meets your financial goals, there is simply no one better to ask for advice and guidance.