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Pricing & Plans

Foundational Level: 

This level of service is ideally suited for someone who is just getting started. A foundational client has very little in the way of invested assets and may or may not have a firm understanding of what their financial goals are. 


At this level, your dedicated advisor completes a 1 hour Fact Finding session with you to get a firm understanding of where you are and where you wish to go.


Foundational members complete the Fundamentals of Financial Literacy coursework in a self paced learning environment. During your first year at this level your dedicated advisor will assist you with the following:

  • Credit Analysis
  • Will Preparation
  • Budget Creation
  • Cash Flow Analysis

All of your financial data and progress will be input and measured on our Wealth Portal. 


Wealth Portal Video


Unlike working with other firms where you only hear from someone when they want to sell you something, you will be in contact with your dedicated advisor through the following means:

  • Email (returned within 72 hours)
  • Phone (Semi-annual 30 min progress calls)
  • In Person (Yearly review/planning session)

The monthly subscription dues for the Foundational Level begins at $77/month.


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Developing Level:

This level of service is ideally suited for someone who has made some mistakes financially or delayed the planning process while dealing with life issues. We know, it happens.

At this level, your dedicated advisor works to create an Catch Up or Fix Up plan. This level of service comes complete with the following:
  • Investment Policy Statement
  • Debt Management Strategy
  • Complete Insurance Needs Analysis
  • Tax Return Review
  • Living Will (Healthcare POA) preparation
  • All Foundation Level Services
  • Wealth Portal

Wealth Portal Video

Developing Level Video

There is more one to one contact at this level. You and your dedicated advisor will communicate as follows:
  • Email (returned within 48 hours)Phone (quarterly 15 min progress calls)
  • Semi-Annual Face 2
  • Face Status Meetings

At this level, our clients get an even higher level of access to their Personal Wealth Portal which allows them to create and share personal financial statement amongst their professional team.

The monthly subscription dues for the Developing Level begins at $249/month.
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Transitional Level:

This level of service is ideally suited for someone who has a general idea of what they want to achieve financially. This member usually falls into the H.E.N.R.Y. (High Earner Not Rich Yet) category.

At this level, your dedicated advisor works to create a plan that prepares you for retirement and legacy wealth transfer.

This level of service comes complete with the following:
  • Asset Protection Strategies
  • Business Formation Assistance
  • Crowdfunding Education
  • Real Estate as an  Asset Class
  • Trust Preparation
  • All Foundation & Transitional Level Services
There is more one to one contact at this level. You and your dedicated advisor will communicate as follows:
  • Email (returned within 24 hours)
  • Phone (quarterly 30 min progress calls)
  • Semi-Annual Face 2 Face Status Meetings
At this level, our clients get an even higher level of access to their Personal Wealth Portal which allows them to create and share personal financial statement amongst their professional team.


The monthly subscription dues for the Transitional Level, call for pricing.
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Mastery Level:

This is our Premier Level of service! At this level, you work with Charles "Tank" Harris as your dedicated advisor. Tank will oversee the day to day relationship between you and Wealth Our Way.

This level of service comes complete with the following:
  • Business Management Review
  • Business Financing Planning
  • Concierge Services
  • Comprehensive Financial Plan
  • Cost Savings Analysis
  • Estate Planning Power of Attorney 
  • Tax Mitigation Strategies
  • All Foundation, Developing and Transitional Level Services
There is more one to one contact at this level. You and Tank will communicate as follows:
  • Email (returned same day)
  • Phone (monthly 15 min progress calls)
  • Quarterly Face 2 Face Status Meetings
  • Annual Client Appreciation Event
At this level, our clients get the highest level of access to their Personal Wealth Portal which allows them to create and share personal financial statement amongst their professional team and download complete Comprehensive Financial Plans.


At the Mastery Level, you interact directly with Tank on all planning areas and have access to his elite network of Strategic Partners. 

The monthly subscription dues for the Mastery Level, call for pricing.
Learn more

All levels of service come with our proprietary Value Calendar!! This tool allows you to gauge the value that you are receiving each month and allows Wealth Our Way to truly stand out in the financial services industry by providing our members with a true way to determine what they are paying for and what it is worth!!


Please denote your desired level of service below and we can begin today!!

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