How Our Health Coaching Works

A Simple Path:
Start with WellthPLAN → Graduate to WellthCLUB

Feel Better. Live Well Longer. Enjoy Your Wealth.

Step 1: Book Your Free Discovery Call

We’ll spend 30 minutes talking about your current health, your goals, and your schedule. No pressure—just a real conversation to see if we’re a fit.

Step 2: Start Your WellthPLAN™ (3 months)

This is your personal reset. We build your health foundation through small-group coaching, accountability, and real-life strategies tailored to financial advisors.

Inside the WellthPLAN, you’ll:
✔ Follow a proven framework to reduce stress, improve sleep, and pay off health debt
✔ Build sustainable habits in movement, meals, and mindset
✔ Get personal guidance in a supportive, small-group or private setting

“I finally feel like my health isn’t an afterthought—it’s part of my plan.” WellthPLAN Member

Step 3: Join the WellthCLUB™ (12 months)

Once your foundation is in place, it’s time to grow. WellthCLUB is our ongoing membership for graduates ready to sustain and elevate their health.

Inside the WellthCLUB, you’ll:
💪 Keep building strength, stamina, and structure
📆 Participate in monthly challenges (stress, sleep, nutrition & strength)
📚 Stay current with health science tailored to busy professionals
🤝 Connect with an incredible peer community—online and sometimes IRL
🧡 Stay inspired, accountable, and supported for the long haul

Step 4: Grow Wellthy (Alumni)

Graduates of WellthCLUB become part of our alumni network—health-savvy, values-driven financial professionals who live well, lead well, and stay connected. You're never doing this alone.

The Health-Wealth Connection is Real.

If you want to live well longer—and enjoy the wealth you’re working so hard to build—we’re here for you.

What Our Advisors Are Saying

4 Levels of Support for WellthPLAN™

Create a personalized WellthPLAN™ to turn your health debt to an asset in 12 weeks.

DIY Self-Paced Do It Yourself	SMALL GROUP Live Coaching With Up To 6 Ppl	HYBRID Live Group & Private Coaching	VIP Private Coaching
499	1,999	4,999	9,999

Buy Now	Book a call	book a call	book a call
WellthPLAN™ Online Course 6 concept modules Proven framework Companion workbook	WellthPLAN™ Online Course 6 concept modules Proven framework Companion workbook	WellthPLAN™ Online Course 6 concept modules Proven framework Companion workbook	WellthPLAN™ Online Course 6 concept modules Proven framework Companion workbook
Includes complimentary journal access for 3 months	Journal access for duration of coaching sessions	Journal access for duration of coaching sessions	Journal access for duration of coaching sessions
n/a	Chat access with coach	Chat access with coach	Chat access with coach
n/a	6 group coaching sessions	up to 6 group sessions	6 group sessions (opt'l)
n/a	n/a	3 x 1-hour private sessions	6 x 1-hour private sessions