Get Organized   |   Receive Customized Plan   |   Increase Your Net Worth


See How It Works Below

Most wealth is lost in the way people manage their money.

Money Organizer Plan helps you make the most of your money!



We want you to get the most out of this plan and that's why we've included Bert as your guide. Look to him on each page for helpful tips for making the most of your Money Organizer Plan.


Find out your:

  • Current Wealthgrade
  • Your future Wealthgrade if you continue spending the way you are now
  • Wealth Potential following the 5-Step Plan

Stress-Free Budget

Then Money Organizer Plan takes the many moving parts of your finances and organizes them into a Stress-Free Budget.

5 Step Plan

The Stress-Free Budget aligns cash flow into a 5 Step Wealth-Building Plan. Then you will see a comparison of your wealth potential against your future if you keep doing what you're doing now.

Tips from the Team

You will receive tips in different categories: budgeting, mortgage rates, insurance, etc. These tips are customized to you and are intended to help you maximize your wealth potential.

Why We Do What We Do

The average person with a bachelors degree will earn $2.2 million in their lifetime, but enter retirement with only $100k to show for it. However, with the Money Organizer Plan, they could enter retirement with more than $1 million.


We're going to help a million people reach the A Wealthgrade.



Money Organizer Plan is fully-equipped with a 256-bit SSL encryption. That's the same level of security your bank or broker uses. However, you do not need to enter any personal identifiers such as:

  • social security numbers
  • account numbers
  • real name

But you should use your real financial #'s so you can learn your real wealth potential.

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