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All Forum Posts by: Karina Lucid

Karina Lucid has started 1 posts and replied 2 times.

Post: WealthFactory or Wealthability

Karina LucidPosted
  • Attorney
  • Bridgewater, NJ
  • Posts 2
  • Votes 1

I just wanted to let the community know that because of the amount of bad reviews I saw for Wealthability, despite the fact that I really think Robert Kiyosaki and Tom Wheelright offer great insights, it seems like Wealthability is not a really well run company. So I decided to go in a different direction and I hired a company called Wealth Factory, which sells a coaching program with an initial membership fee of $7500 and openly states that they are going to pair you with providers and that they do not do the tax preparation, investment, real estate, or other work they just coach you and help you see which professionals you need and then pair you up with them.  I had really hoped for more meaningful coaching but it’s kind of like an expensive dating service. *shrug*.  I honestly do not feel like they lied to me but I let myself believe that it would be a lot more helpful than it is. So I leave that there and say buyer do lots of research. That said, they did pair me with a tax professional, who has been a godsend, and has really been so much help to me in terms of getting some much more favorable treatment with my tax liabilities. 

Post: WealthFactory or Wealthability

Karina LucidPosted
  • Attorney
  • Bridgewater, NJ
  • Posts 2
  • Votes 1

I have recently consulted with both WealthFactory and Wealthability regarding tax and wealth planning. Both programs are pretty expensive. One purports to teach you how to find good advisors and the other purports to give you access to their advisors. I feel overwhelmed. All I know is I take take another year of feeling like somehow at the end of the year the government gets paid better by my small business than I do!!!