Complete Wealth Plan
Your budget, your debt, your retirement, your investing, your child's future, and your trading, each built into a written plan with Alexandria over six months, plus lifetime access to Wealth Table Academy.
17 one-on-one sessions + lifetime Academy access · $4,000 or 4 payments of $1,000
This is for you if...
You want every part of your financial life organized, not just one piece of it.
You'd rather work through it one-on-one with someone than piece it together from videos and posts.
You want written plans you created yourself and understand, not someone else's picks.
You want to keep learning after the coaching ends, with live classes and a community behind you.
Your roadmap
Each plan builds on the one before it, so we start with the foundation and work toward the future. All 17 sessions are completed within six months of purchase.
Get your money organized
Plan for what's ahead
Build beyond yourself
Every live class, the full recordings library, and the Academy Discord run alongside your coaching and stay with you after it ends.
Everything, for less than buying it separately
Each program is available on its own. Together, you get all of it for one price and a clear six-month path through it.
You save $650| Build Your Budget | 3 sessions | $300 |
| Debt Repayment Plan | 2 sessions | $250 |
| Build Your Retirement Plan | 3 sessions | $450 |
| Build Your Investing Plan | 3 sessions | $450 |
| Child's Legacy Plan | 2 sessions | $450 |
| Learn How to Trade | 4 sessions | $750 |
| Wealth Table Academy | lifetime | $2,000 |
| Bought separately | 17 sessions | $4,650 |
| Complete Wealth Plan | $4,000 |
What you walk away with
Six written plans, each one created by you during our sessions, and the education to keep building on them.
- A written budget built on your real numbers
- A debt repayment plan with a clear payoff order
- A retirement plan with your number and how you'll get there
- An investing roadmap with your goal, monthly amount, and rules
- A legacy roadmap for your child's financial foundation
- A trading plan with clear entry, exit, and risk rules
- Lifetime Academy access: live classes, recordings, and the Discord
Start your Complete Wealth Plan
One payment. Everything included, and $650 less than buying each program on its own.
Pay in fullYour first payment today, then one each month for the next three months. Same program, same access.
Choose 4 paymentsBefore you start
How long do I have to complete my sessions?
All 17 one-on-one sessions are completed within six months of purchase. Your Academy access is lifetime and continues after the coaching ends.
Do I have to follow the roadmap in order?
The roadmap is the order that works best, since each plan builds on the one before it. If something is more urgent for you, like debt or retirement, we can adjust the order in our first session.
What if I don't have children?
The Child's Legacy Plan is included for everyone. You can use it for a child you're planning for, a grandchild, a niece or nephew, or any young person whose future you want to help build.
Can I start with one program and upgrade later?
Each program is available on its own, and you can start there. The Complete Wealth Plan is the way to get all six plus the Academy at one price.
Will you tell me what to buy or invest in?
No. I teach you how each area works and help you build your own plans, and you make every decision. For specific investment recommendations, a licensed financial adviser is the right person to ask.
Is this financial advice?
No. This is education and coaching. You make every decision, and I help you build the knowledge and the plans to make them with confidence.
Ready to build all of it?
Six plans, six months, and a seat at the Academy for life.
Start My Complete PlanFor educational purposes only. Not financial, investment, legal, or tax advice, and not a recommendation to buy or sell any security. Investing and trading involve risk, including the loss of principal.