Official: The Wealth Society

Our one-on-one coaching is broken down into 4 different phases that take place over your first 4 months.

Phase I: The Clarity Phase

During the Clarity Phase you will print out and review 3-6 months of bank statements! We can't build your future without examining your past. This will empower us to create a system that is thorough and realistic.

Phase II: The Strategy Phase

During this phase, you will identify the financial accounts you need to bring your plans to life. Everyone starts with the basic 3 accounts and builds from there based on individual goals and dreams.

Phase III: The Nuanced Automation

During this phase, we make sure every dollar, from every paycheck, has a purpose, has a place, and has a time it should be at that place. We plan very meticulously to ensure that your financial success is inevitable.

Phase IV: The Quality Control Phase

At Godesté, excellence is a habit. It's not achieved through perfection, but through communication. During this phase we work with coaches and clients to make sure that we've delivered on our promises and served our clients at the highest level.

Next Steps:

If you participate in our 12 month program, the training is completely customized to your individual needs after the first 4 months.

Our coaches go through 7 months of training and an additional 7 months as a coach in one of the most acclaimed coaching programs in the country before you ever speak with them.

They are skilled at listening between the lines and understand that financial coaching includes your past, present and future.

Each coach has gone through specific training to learn our financial systems and methodologies and receive monthly ongoing instruction.

They are tasked with holding you accountable in a way that elevates your action and opens up a new realm of results.

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Financial Coaching is not investment advice, financial planning, money management, or a guarantee of results. Rather, coaching seeks to empower the client through education and skill building so that the client is better able to make his/her financial choices and execute them as desired.

Coaching is done on a fee only basis and does not include commissions or other remuneration from any brokerage or financial services firm. The client expressly agrees that he/she is participating in coaching as a purely voluntary activity, and that he/she assumes all investment and financial risks potential in this activity. Refunds are offered in the first 30 days only upon turning in completed prework.

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