Your money, on the priority lane.
Unlimited priority access to Be Wealth's licensed strategists and BeWealth EA's enrolled agents — plus a personalized roadmap that tells you exactly what to do next.
Annual membership
$497/year
Less than $42/month. Cancel anytime.
Become a memberFree to create an account · Upgrade in 60 seconds
What's included
Priority calls
Same-week strategy and tax appointments — skip the public calendar.
Personal Financial Roadmap
A guided plan that updates as your situation changes.
Annual review included
One mandatory yearly check-in with a licensed advisor.
Direct line to advisors
Member-only intake form routes straight to Be Wealth or BeWealth EA.
Concierge marketplace
Saved comparisons, application tracking, and member-only picks.
Cancel anytime
Annual term, no penalty if you change your mind.
Frequently asked
Who are Be Wealth and BeWealth EA?
Be Wealth is our licensed wealth-strategy practice (retirement, IUL, estate). BeWealth EA is our Enrolled Agent practice handling IRS tax resolution and back-tax issues.
How fast can I get a call?
Members get same-week scheduling. Free users go through the public booking queue (typically 2–3 weeks).
What if I'm not happy?
Cancel anytime from your account. The current term remains active until period end.
Are there transaction or product fees?
Membership covers strategy and tax-resolution access. Specific products (insurance, investments) may have their own fees disclosed at the time of recommendation.