Wealthability by Tom Wheelwright

[James Purvis]

My wife and I are seriously considering Wealthability and I’m curious for those who signed up if they still believe in it and recommend it? I have a couple questions:

1. How much did you pay for the service?

2. After your strategy session, are you able to contact the CPA’s any time as part of the initial fee?

3. They claim there is only a one-time charge and then the only charge is to file your tax return each year. Is that true? Are there other hidden costs or “upsells?”

I REALLY appreciate any feedback you can provide as this is quite an investment they are asking of us.

Thanks,

James