Wealth Improvement Program
A structured second set of eyes for the plan you already have
If you have insurance, tax planning, or estate documents in place and want clarity on what's working and what needs attention, this program helps you get organized and map the next best steps.
01.
Led by licensed professionals
02.
Coordinated tax and legal partners
03.
Clear next steps, not overwhelm
WHY PEOPLE USE THIS PROGRAM
Even good plans can have blind spots.
Life changes. Rules change. Documents get outdated. Accounts get opened and forgotten. One small mismatch can create unnecessary stress later.
The Wealth Improvement Program helps you confirm what's solid, spot gaps, and walk away with a clear action plan.
WHO THIS IS FOR
Business Owners
You want clarity across cash flow, tax planning, protection, and long-term goals, without chasing five different people for answers.
Executives and Professionals
You want your compensation, benefits, and planning decisions to work together, with fewer surprises at tax time.
Families and Estates
You want your wishes to be clear, your beneficiaries aligned, and your plan coordinated with trusted legal and tax support.
WHAT YOU RECEIVE
A clear written findings summary in plain language
A priority list of gaps to address now versus later
A "next steps" roadmap you can follow
Optional connection to licensed specialists in our network for implementation
Program Options
Use the option that matches how much support you want.
Concise Review
A focused review for clients who want clarity fast.
Includes:
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Review of goals, accounts, and key documents you provide
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Priority gaps list
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Next steps roadmap
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One review call
Comprehensive Review
A deeper review for more complex situations
Includes:
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Everything in Concise Review
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Scenario and assumption checks where helpful
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Coordination prompts for tax and legal follow-up
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A structured implementation checklist
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Two review calls
Ongoing Support
For clients who want continued planning support and coordination.
Includes:
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Ongoing check-ins based on your needs
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Plan updates as life changes
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Coordination with your existing professionals or our network partners, with your permission
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Periodic summaries so you stay aligned.
Note: Scope and pricing are confirmed up front before we move forward.
HOW IT WORKS
We keep it simple.
1
Start with a short intake so we understand your goals and what you already have in place.
2
We review the details and meet with you to confirm priorities and clarify next steps.
3
If specialized support is needed, we coordinate the right licensed professionals in our network to support implementation.
Ready for a second set of eyes?
Share what you're working on and what you already have in place. We'll review your submission and recommend the best next step.
*Be Wealth provides education, planning support, and coordination. Legal services are provided by licensed attorneys. Insurance and tax services are provided by appropriately licensed professionals within our network. When investment advisory services are needed, we connect clients with properly registered professionals.