Introducing The Double Comma Club™

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We couldn't be more excited to officially launch the Double Comma Club™, our new subscription service for Wealth Coaching® graduates who want to stay on track and continue achieving their money goals post-program.

 

We're building a community of young professionals who are crushing life and are working towards that first $1 million in the bank!

 

financial advisor millennials double comma club

 

Why are we launching the Double Comma Club™?

When we initially created Wealth Coaching®, we saw it as a stand alone service that would help people learn how to manage their money in a 90-day bootcamp-style program. We figured you'd “learn it and leave us,” but an overwhelming number of our graduates asked how they could keep working with us post-program!

Our goal with DCC is to provide our clients with an affordable way to continue making financial progress, get tailored advice when needed, deepen their money knowledge, and ultimately become wealthy. Once DCC members meet the minimum net worth requirements for a top-tier, full-service financial advisor, we'll connect them and help them make the transition seamlessly.

 

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How much does it cost and what do I get?

We have two options, our Blue Tier and Mint Tier subscriptions. The main difference is that with Blue Tier you'll receive an updated Financial Game Plan every twelve months and with Mint Tier we will update your FGP every six months. With Mint Tier you also get one monthly coaching call included in your subscription!

 

Blue Tier ($15/month)

  • Monthly Progress Reports
  • Email Access to our Wealth Coaching Team (response within 48 hours M-F)
  • Monthly training sessions that will deepen your financial knowledge
  • Seamless transition to a full-service financial advisor once you meet their minimum net worth requirements
  • Ability to purchase one-on-one coaching sessions à la carte if you need extra support with more complex financial matters at a discounted rate of $100/hr vs. our standard rate of $200/hr
  • Updated Financial Game Plan every twelve months

 

Mint Tier ($29/month)

  • Monthly Progress Reports
  • Email Access to our Wealth Coaching Team (response within 48 hours M-F)
  • Monthly training sessions that will deepen your financial knowledge
  • Seamless transition to a full-service financial advisor once you meet their minimum net worth requirements
  • Ability to purchase one-on-one coaching sessions à la carte if you need extra support with more complex financial matters at a discounted rate of $100/hr vs. our standard rate of $200/hr
  • Updated Financial Game Plan every six months
  • Monthly 30-minute Accountability Call with your Wealth Coach

 

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What's the end goal? Will I ever graduate from Double Comma Club™?

We would LOVE for you to graduate from DCC–that means you're wealthy enough to start working with a best-in-class, full-service financial advisor! Seriously–one of the benefits we provide is a seamless transition to a financial advisor once you are ready.

Our goal with DCC is to provide you with an affordable way to continue making financial progress, get tailored advice when needed, deepen your money knowledge, and ultimately become so wealthy that you have “rich people” financial questions and needs that are outside the scope of our services (like estate planning, tailored investment portfolios, tax optimization, and insurance planning). You can work with us as long as you'd like, but we'd love nothing more than to see you become too wealthy to keep working with us!

 financial advisor 20 something

 

Tell me more about this transition to a financial advisor.

Finding a good full-service financial advisor to work with can be a very painful process. You have to do your research to make sure they're good, meet with them and see if you feel comfortable with them, awkwardly ask if you meet their minimum requirements from a net worth and income standpoint, send them statements for all of your financial accounts, and then pay them around $2,000+ just to get started.

That sucks. We don't want you to have to go through all of that nonsense.

With Double Comma Club™, we'll let you know when you meet the minimum requirements for top advisors in the industry that we've chosen to partner with. From there, we'll ask you if you want to make the switch and we'll do all of the heavy lifting–we'll introduce you, we'll move your account information to your new advisor, and you'll avoid paying that $2,000+ set-up fee.

 20 something financial advisor in yours 20s

 

What will the monthly training sessions entail?

These will be heavily influenced by our DCC members. Every month, we tend to get a lot of the same questions (for example: a lot of investment-related questions when markets are fluctuating, tax questions around March/April, etc.). The questions we get from you will determine what the monthly training will be about.

The first-ever monthly training session will take place in July. We've been getting tons of question about investing lately, so it'll be called…

Half Time: What happened in financial markets so far this year? 

We'll walk through how all different types of investments performed and what financial experts think will happen next. We'll also take questions from our DCC members in advance (more details to come).

In terms of format, it'll be a video and we'll send it right to your phone so it will be super easy to access and watch.

 

If you want to learn more about the Double Comma Club™ or what we do here at Invibed, just schedule some time on our calendar for a call. We love to talk!

Dani + Korrie

Co-Founders, Invibed

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