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.
What's Included in Your Membership
Private Financial Coaching Strategy Sessions
You get access to up to (3) 1 hour private strategy sessions with Brandon Galici, CFP® to get tailored answers to your questions.
You also receive a personalized One Page Plan** to help you prioritize and take action on your next steps.
**Does not include investment advice.
Live Monthly Office Hours
Every month we hang out as a group to discuss your most important questions.
You will also learn more about a specific financial topic related to your Elements® scorecard.
Sessions are recorded if you are unable to join us live.
Email Access for Financial Questions
Have a quick question about your money? You have access to email Brandon who will help point you in the right direction.
Elements® Financial Monitoring App
You receive access to an invitation 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.
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.
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.
Access to Private Community
You gain access to an exclusive Facebook group of like-minded individuals who want to see you succeed.
Exclusive Member-Only Portal
You receive access to a private Membership portal that includes exclusive content and member-only resources.
And much more!
The Membership is frequently being updated to deliver you even more value!
Choose Your Membership Option
No long-term contract, you can cancel anytime.
Group Membership
Group Financial Coaching
-
Email Access
-
Live Monthly Office Hours
-
Quarterly Progress
Reports
-
$350 per Private Strategy Session (Optional)
$27/month
Membership + Coaching
Personal Financial Coaching
-
Proactive Insights
-
Live Monthly Office Hours
-
(3) Private Strategy Sessions Included
-
Personalized answers to your financial questions
$79/month
Financial Planning
Private Financial Planning/Consulting
-
Tailored Monthly Reports
-
Help with plan execution
-
Unlimited Strategy Sessions
-
Strategic Investment Management (Optional)
$250+/month
Want a personalized demo of the Membership?
Click below for a 15 minute Zoom call to get answers to your questions and walk through the Membership.
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®
© 2023 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.
*quote from https://www.portfoliomedics.com/about/