Schedule a Consultation

We provide consultation on

  • AP Wealth Connections Workbook Assistance

  • Creating a budget to save for your initial investment with AP Wealth Connections

  • Creating a short-term and long-term goals

  • Creating investment strategies for high earners (diversifying investment strategies)

    • For those who have a minimum of $300,000 of liquid funds

Workbook Assistance

If you are looking for professional guidance with the completion of your workbook. The fee is $250 for 1.5 hour.

Creating a Budget to Save for Your Initial Investment

Working through your current budget, determine what expenses can be reduced and building a savings plan. This session will prepare you with a "game plan" to saving money for your initial investment with AP Wealth Connections. This in turn will put you on the path to building wealth and financial freedom. The fee is $150 for 1 hour.

Creating short-term and long-term goals

Creating detailed short-term goals and higher level long-term goals. Creating goals with a professional in the industry will assist you with ensuring your goals are reachable with detailed and attainable steps on how to reach your goals. The fee is $ 150 for 1 hour.

High-Earner's Investment Strategy

For those investors that have accumulated at least $300,000, it is an ideal time to begin working with our financial professionals to work on diversifying your investment portfolio. This consultation will take you from being a high-earner to building WEALTH. The fee is $2,500 for a one hour session.

Complete the form below to schedule a consultation with a financial professional.