Wealthability program testimony?

[Carol Lam]

Hi,

Like many others, I am looking for some feedback on the wealthability program.  I had two consultations with Kirt Bassi from WealthAbility program.  I am very excited to have a team help my family to achieve financial freedom.  I learn about Wealthability from Tom Wheelwright's book.  In the second consultation where I was quoted a fee of $24,750, I was told because the team is so confident that they can reduce my taxes several times over, they are willing to offer me a 100% satisfaction guarantee.  I was given the impression that it was a special deal for us, but as I read the engagement letter, the money back guarantee was a standard language, offering clients 30-day money back guarantee.  I called Kirt back and confirmed that was indeed the satisfaction guarantee he was talking about.

Then I asked him when would the 30-day start to kick in.  To that question, the answer was a little vague.  During the second phone consultation, I was given the impression that the team needs 2-3 months to come up with a customized strategy plan.  In that case, that would have passed the 30-day limit.  I supposed it's tricky because if you have the strategy plan and go to another CPA to implement it, it would be much cheaper.  I would pay Wealthability if I see that the proposal would indeed save us more than we pay for the fee.  It's just fair for them to be compensated for Tom's research and knowledge.  

I emailed him again yesterday on this concern, I have not heard back from Kirt.  We are therefore at a limbo.  How does it really work?  Do you just jump on board by faith?  I am totally on board with Tom that the tax code if applied wisely can save us a lot of taxes.  

Carol