Wealthability by Tom Wheelwright

[James Purvis]

My wife and I are seriously considering Wealthability and I’m curious for those who signed up if they still believe in it and recommend it? I have a couple questions:

1. How much did you pay for the service?

2. After your strategy session, are you able to contact the CPA’s any time as part of the initial fee?

3. They claim there is only a one-time charge and then the only charge is to file your tax return each year. Is that true? Are there other hidden costs or “upsells?”

I REALLY appreciate any feedback you can provide as this is quite an investment they are asking of us.

Thanks,

James 

[Lane Fisher]

Spoke with them as well. Was quoted around $15k. Determination according to them is based on how many months it takes them to work up a plan (2 months in my case, since I am getting started and want the right foundation from the get go). Once you pay the fee, you are essentially a part of the club. Hourly for special consults or projects. Approx $1000 for a tax return. They ‘guarantee’ you’ll make up the initial fee in the first year or two and get a tax savings of 10-40% in general.

I too am thinking of pulling the trigger but I requested a couple references and a list of deliverables for that large fee. Having trouble getting that detail at the moment. Asking multiple times. Working with a guy named Kirt.

It appears there is a level of structure planning includes.

I have read Tom’s book and liked the content.