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Master your money and be retirement-ready in one year. A personal finance membership program for people in their 40s and 50s.
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Tommy Sikes, CFP®
Here's the harsh reality about building meaningful wealth:
Most people will never get there.
And it's no wonder.
Most financial advice is worthless for someone like you. Personal finance articles focus on meaningless minutia (like cutting out latte's). Or the advice is so bland and non-specific that it's not helpful at all.
It seems like so much focus is on twenty-somethings or people who are already retired.
What about people in their 40s and 50s?
You're at a critical point in your life.
You can't afford to make mistakes. The clock is ticking and you don't have time to go down the wrong path.
But trying to manage your finances and plan for retirement is stressful. Stress is bad for your family relationships and mental health.
Your finances impact every other part of your life. So you need to get them right.
The good news is that it's not your fault.
You just never had the specific knowledge, tools, and help you needed to build meaningful wealth.
You weren't taught how to create the simple systems that make your finances run like a well-oiled machine.
You can get there. It's not too late. You just need to be intentional about how you plan, save and invest.
That's what Wealth Academy membership is all about. Mastering your money and becoming retirement-ready.
In one year, you'll get the financial education, software tools and personal guidance to feel 100% confident in your future.
Now is the time. Get started today.
When you join the Wealth Academy, you'll get answers to these questions and much more.
What's Included with Wealth Academy Membership?
Get the software tools, education and professional help you need to feel 100% confident in your financial future.
Advanced Retirement Planning Software
I.C.E. Personal Estate Planning Platform
Automated Investment Account Management
Monthly Live Online Workshops with Q & A
How-to's, Courses and Discussion on Popular Topics
Advice from a Certified Financial Planner™ Professional
Start Today and Become Retirement-Ready in One Year
How Does It Work?
Step 1 - Sign Up
Join Wealthific Wealth Academy via our secure online portal.
Step 2 - New Client Survey
Answer a few questions so we know exactly what issues you're trying to solve. And the goals that are important to you.
Step 3 - 45-day Quick Start
Hit the ground running. You get an on-boarding video call with Tommy. Learn the software and get important tasks completed in the first 45 days of membership.
Step 4 - Attend Live Monthly Sessions
Join monthly live financial planning sessions. Get answers to your questions. Sessions are recorded for on-demand replay.
Step 5 - Get Private Help
Get personal questions answered in your private forum. Ask anything you want. Only you and Tommy Sikes, CFP®, can access this secure discussion area.
You're One Click Away from Mastering Your Money
Everything You Need to Get Retirement Ready in One Year
Frequently Asked Questions (FAQ)
Click on a question to see the answer.
Wealthific membership is for U.S. citizens who want to master their money and be retirement ready. While we focus on people in their 40s and 50s, anyone may join.
We want honest, engaged people who are trying to improve their financial situation for themselves and their family.
Who we are NOT for:
People looking to get rich quick
People not willing to put in some work
People looking for "hot stock tips"
People who are mean or close-minded
People who are disruptive to other members
We reserve the right to remove any member who we feel is a bad fit.
Yes. Wealthific is a service of Sikes Capital Inc., a fee-only North Carolina Registered Investment Adviser firm.
Tommy Sikes, CFP®, is the owner and adviser. He has been an independent, fee-only financial advisor since 2006.
See our current membership pricing here.
Note that at the end of one year, your membership will be discounted permanently. We pledge to never raise prices on existing members.
In addition to your membership fee, our automated investment account manager charges a flat 0.25% fee on the balance of your accounts. The specific investments they use also have fees in the 0.03-0.39% range. This service is completely optional, but may be better and less expensive than your current investment company.
No. First connect your existing investment accounts to the Advance Retirement Planning Software. Only after analyzing your situation can we recommend changes. And only if you agree with our recommendations.
Yes. Our software developers use advanced security protocols.
I.C.E. Personal Estate Planning Platform:
"All your data is stored using AES-256 encryption with a uniquely derived key for each user as recommended by NIST Special Publication 800-132. We encrypt every single personally identifiable field in the database, including your name and email address."
Advanced Retirement Planning Software:
"All data transmission between your computer and our servers is encrypted, using industry-standard HTTPS protocol. Our HTTPS implementation is rated A+ by independent Qualys SSL Labs. Our SSL certificate uses 2048-bit asymmetric and 256-bit symmetric encryption."
We recommend you never use critical personal information when communicating with us. We also recommend the use of a password manager program for all your online accounts. We are creating a how-to video on this.
You can cancel at any time. Your access will expire at the end of the current billing period.
We welcome you to continue membership for a discounted price. We want to reward your commitment and loyalty. We pledge to never raise prices for existing members.
If you decide to cancel membership, your access to software will expire at the end of the current billing period. All investment accounts are in the members' names and they have full ownership of them. You can continue with the same investments or transfer to another company.
We have no minimum asset or income level. You can start with $0 in investments.
While investing is important, we cover many more financial planning topics. Insurance, Social Security, estate planning, college funding, taxes, retirement forecasting, and starting your own business are some.
The main value of membership is getting you financially organized and focused on the key elements of retirement readiness. You will have clarity on how to improve your wealth building skills.
Copyright 2019 | Wealthific is a service of Sikes Capital, Inc.