Rockefeller Method Financial House Meetings

To get started with your Rockefeller Method Family Financial House Meeting, enter your payment and billing information in the fields provided. Following payment, you'll receive an email with instructions on scheduling your meeting and outlining the next steps. We accept all major credit cards, and our payment portal is secure and reliable.

For only

$993**

  • A 2-hour (virtual or in-person in certain states) financial discussion with immediate and other concerned family members

  • Rockefeller WEALTH Roadmap Book

  • Complete a Rockefeller Method Financial House Audit to identify financial gaps

  • Identify potential financial solutions that align with goals and address identified financial gaps

  • Opportunity for any family member to ask any general financial questions

  • Help with understanding key strategies for making, managing, multiplying, and moving family money from one generation to the next

    ** This meeting DOES NOT INCLUDE IMPLEMENTATION



or



For only

$3,599

  • Everything included in a single meeting

  • 3 additional 2-hour quarterly Rockefeller Financial meetings

  • Assistance and guidance with implementing your Rockefeller Method based on financial goals and desires

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