Make it CUSTOM

What We Do

Introductory Call 

  • Talk to our instructor about your financial education needs

  • Provide documentation as a supplement if necessary

  • Confirm what Wealth In Hand can provide to help

Create Content

  • Wealth In Hand creates the content for you

  • We share high-level notes to make sure it meets your expectations.

Schedule the Class

  • Schedule a date 

  • Create a plan to engage employees and increase participation based on time of day and initial marketing

Define your Maintenance Plan

We understand it's hard to commit to a year long plan so we want you to try our classes first.

  • After the session, decide what the best maintenance package is for you and your business


Contact Us

We can help determine if Wealth In Hand is right for your business

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