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Maximize Membership™

Financial Coaching

Are you tired of spending countless hours worrying and trying to learn how to better manage your money, only to lack the confidence to make decisions? Imagine what it would be like to have clarity and organization in your financial life. Would your stress levels be reduced? Would you feel energized knowing that you can experience more fulfillment both now and in the future? Join the Maximize Membership™ and get started today.

  • Organize your financial life

    Gain access to valuable tools and resources to get your financial life in order.

  • Answer your financial questions

    Discover how to get answers to your important financial questions and take control of your money.

  • Take the next step with your money

    Knowledge is power, but only if it is implemented! Feel confident and take action in your next financial decision.

GET STARTED

What's Included in Your Membership

Elements® Financial Monitoring App

You receive access to an invite only financial monitoring app to help you simplify and organize your financial life. 

Financial Coaching Workbook

You discover your next actionable steps in your financial journey by learning how to develop your personalized one page financial plan.

Live Monthly Office Hours

Every month we discuss a specific financial topic related to your Elements® scorecard. You have time on each call to have your top questions answered. Sessions are recorded if you are unable to join us live.

Private Financial Coaching Strategy Session*

You get access to a 1 hour private financial strategy session with Brandon Galici, CFP® to get tailored answers to your questions. You also receive a personalized One Page Financial Plan** to help you prioritize and take action on your next steps.

 

*Annual members will have access immediately. Monthly subscribers can book after 12 months in the Membership.

**Does not include investment advice

Proactive Personalized Insights

You receive timely insights delivered straight to your email so you can be prepared for when life happens. For example, if your spending or debt rate increases or decreases drastically, you receive an email that can help you determine what action (if any) should be taken. It's like the re-routing feature on your GPS when it detects a road closure or missed turn.

Access to Private Community

You gain access to an exclusive Facebook group of like-minded individuals who want to see you succeed. 

Quarterly Progress Reports

You receive a report every 3 months in your Elements® app that highlights what is going well and uncovers areas for potential improvement.

Exclusive Member-Only Content

You receive access to a private Membership portal that includes exclusive video content and member-only resources. 

Choose Your Membership Option

Monthly

  • No long-term commitment

  • Private strategy session can be booked after 12 months

$79

per month

Take Control of Your Finances

Annually

  • Receive 3 months free compared to monthly  

  • Access to private strategy session immediately

$699

per year

Take Control of Your Finances

Want a personalized demo of the Membership?

Click below for a 15 minute Zoom call to get answers to your questions and walkthrough the Membership.

BOOK FREE DEMO CALL

The Galici Financial Guarantee

If you have not confidently identified the next actionable step to take with your money within the first 30 days of your Membership,  please reach out and we will issue a 100% refund.

 

Brandon Galici, CFP® 

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I understand that I have the right to request access annually to any personal data you have obtained or collected regarding me. You have agreed to provide me with a record of my personal data in a readable format.

I also understand that I can revoke my consent and that I have the right to be forgotten. If I revoke my consent you will stop collecting or processing my personal data. I understand that if I revoke my consent, you may be unable to provide contracted products or services to me, and I can not hold you responsible for that.

Likewise, if I properly request to be forgotten, you will delete the data you have for me, or make it inaccessible. I also understand that if there is a dispute regarding my personal data, I can contact someone who is responsible for handling data-related concerns. If we are unable to resolve any issue, you will provide an independent service to arbitrate a resolution. If I have any questions regarding my rights or privacy, I can contact the email address provided.

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© 2024 Galici Financial

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Galici Financial is a financial coaching firm and licensed insurance agency which is separate from its role as an investment advisor representative of Portfolio Medics, LLC. Investment advisory services are offered through Portfolio Medics, LLC. Galici Financial and Portfolio Medics, LLC are not affiliated. The information contained on this site is intended for educational purposes only. It does not constitute financial planning/investment advice, nor is it a substitute for financial planning/investment advice. Nothing in this message should be construed as financial planning/investment advice.

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