The Benefits of Individual Consumer Membership
BASIC
BRONZE
SILVER
GOLD
PLATINUM
PLATINUM PLUS
Monthly Fees
No Cost
$10
$50
$100
$200
$350
Consultation with a MoneyPhysician
✓
1 Year Membership Term
6 months
1 free month for advanced payment
Diagnostics
Credit Health Check-Up
Tax Review
Budget Analysis
Risk Analysis
Debt Evaluation
Debt Management
Debt Elimination
Discount
Financial Hardship Program
Credit Management
Credit Restoration Program
CredenceBuilder
Educational Loan Review
Financial Products
Residential Mortgage Planning
Forensic Mortgage Loan Audit
Loan Modification
Wealth Management
Financial Planning
Active Money Management
Alternative Investments
Tax Strategic Investments
Legacy Planning
Tax Planning & Preparation
Tax Planning
Tax Preparation & E-filing
Tax Audit Representation
Educational Program
Money Smart Program (FDIC) Money Management Program
Lean Back Learning (Portable Digital Media)
Monthly seminars - Live & Online
Financial Fitness Review
Bi-Annual
Quarterly
Risk Management Review
Life & Health Insurance
Disability Insurance
Property & Casualty
Long Term Care
Social, Business & Lifestyle Benefits
Internship Referral Opportunities
Social & Business Networking
Health & Lifestyle Benefits Programs