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Personal Services

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Small Group
Financial Workshops

Our group financial coaching and consulting workshops are designed for groups of four (4) or more individuals who share similar financial goals and objectives.

Small group workshops that are educational, interactive and fun!  Our customizable sessions are perfect for groups of four or more who are looking to achieve similar financial goals, or a particular financial objective.  Whether it's a friend group, church members, family reunion, salon stylists, or a group of colleagues; we'll meet you where you are with curated financial topics by financial industry experts.  After each session, attendees will experience an increased awareness on various financial matters and a greater sense of confidence about their financial journey.

Workshops can be held virtually or in-person.  Costs will vary based on the number of participants and location.

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Membership

Be Bold. Take Control. Join our community and reach your financial aspirations!

Are you ready to change your life? Become a member!  Someone who is committed to studying, understanding and creating wealth in order to build a better financial future for themselves and family for generations to come. 

Join our community of like minded individuals who are committed to taking control of their finances and being bold about building wealth for themselves and their families.  Gain access  to our speakers series and exclusive events with financial industry experts who we know and trust.

To unify this community, you will receive discounts on exclusive members-only merchandise and be rewarded for achieving individual milestones.


The Life-Timer  
Our premier consulting plan, personalized for individuals, families and business executives. This membership offers unlimited access to Senior Wealth Consultants and external Financial Partners, who work together with you to navigate any financial concern or goal.  You will have unlimited access to our GDF Membership including our
GD Financial Speaker Series, exclusive events, financial library, recorded webinars and discounts on GDF Merchandise.  Become more confident.  Learn the core principles of managing your household like a multi-million dollar business. Transform your money-mindset and create a foundation for building financial wellness.  This plan includes advisory, accountability, and validation support, for a Lifetime!
We’ve created an environment where individuals  can share and learn from the experiences of others and know that they are not alone on this journey to financial freedom!

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