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Your Guide to Financial Freedom

Your Guide to Financial Freedom

Personalized Support to Reach Your Financial Goals

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Financial freedom is within reach. Get personalized guidance, comprehensive planning, and ongoing support for a flat monthly fee.

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Investment Management

 

Feeling overwhelmed by the complexities of investing? Investment management services simplify your financial life by providing expert advice and active management to help achieve your goals (retirement, saving for college, building long-term wealth, etc.).

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Simple Pricing

 

Walk You To Wealth programs cost $49-$99/month for coaching and education and $199-$299/month for comprehensive planning and advice, making it affordable for everyone to have access to a Certified Financial Planner (CFP®) as well as the tools needed to build financial security.

Program Benefits

Reduce financial stress and anxiety

Develop healthy and sustainable financial habits

Reclaim your time and gain confidence in your financial future

Partner with a dedicated expert who prioritizes your financial well-being

Access to industry-leading financial planning software 

Personalized for your wealth destination

Which Program Is Right For You?

Walk You To Wealth's Three-Step Cycle

Step 1: Learn

We start by truly understanding you. We'll delve into your financial situation, uncover your unique goals, and explore your aspirations for the future.

Step 2: Plan & Implement

We'll craft a jargon-free personalized financial plan tailored to your specific circumstances and objectives. This isn't just a document; it's a dynamic strategy. We'll then put that plan into action, making sure you're on the path to financial freedom!

Step 3: Track Progress & Make Adjustments​

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​We'll continuously monitor your progress, proactively review your strategy, and make any necessary changes to ensure that your roadmap remains aligned with your evolving goals and circumstances. 

Schedule Your Free Introductory Meeting Today!

Frequently Asked Questions (FAQs)

  • How much does it cost?
    Financial education and coaching costs $99/month for the first 12 months and $49/month thereafter (no additional or hidden costs) Comprehensive financial planning and advice costs $299/month for the first 12 months and $199/month thereafter (no additional or hidden costs)
  • Is Walk You To Wealth a fiduciary?
    Yes, Walk You To Wealth, LLC is a Registered Investment Advisor (RIA) with the state of Massachusetts. As an RIA, Walk You To Wealth is a financial fiduciary who is legally obligated to act in a client's best interest.
  • Is Walk You To Wealth a fee-only advisor?
    Yes, Walk You To Wealth is a fee-only advisor and coach with transparent monthly pricing.
  • Are there a minimum number of months required?
    While we hope for a long-term relationship, there's no minimum commitment period.
  • Are there income or asset minimums?
    No, there are no income or asset minimums as Walk You To Wealth's goal is to make financial planning and guidance more accessible and affordable for everyone!
  • What relevant certifications does my advisor have?
    Kevin C. Feig is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a Certified Public Accountant (CPA), and a Personal Financial Specialist (PFS), which are some of the most respected financial certifications in the world.
  • Can your spouse or partner attend?
    Yes, we encourage you to bring your spouse or partner with you on this walk to wealth.
  • Is there a contract?
    Yes, we have a contract that's designed to protect both parties and clearly articulate expectations.
  • What are Walk You To Wealth's business hours?
    Monday - Friday 8:00 AM - 6:00 PM (ET) Saturday 9:00 AM - 12:00 PM (ET)
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