Wealth Strategy Call
A 72-hour booking policy applies. Kindly review all session details prior to scheduling
Descripción del servicio
Unlock the next level of your financial journey with a personalized one-hour consultation designed to bring clarity, strategy, and momentum to your investment goals. Whether you’re looking to build wealth through real estate, scale your business, or secure financial independence, this session is where your roadmap begins. During this exclusive one-on-one call with Taneisha Fletcher, we’ll dive deep into your current financial position, future investment objectives, and long-term vision. You’ll receive tailored insights, strategic guidance, and actionable resources to help you move with confidence toward your wealth-building goals. What’s Included 📞 In-Depth Strategy Consultation This isn’t a surface-level conversation — it’s a comprehensive strategy session focused entirely on you. We’ll explore your investment goals, risk tolerance, and financial aspirations. You’ll have the opportunity to ask detailed questions and gain clarity on areas like real estate, business growth, and long-term wealth creation. 📘 Customized Action Plan Packet After the call, you’ll receive a detailed Action Plan Packet summarizing key insights and outlining your next steps. This personalized document transforms our conversation into a step-by-step roadmap — showing you exactly how to start, scale, or optimize your portfolio and wealth strategy. Core Focus Areas 🏢 Business & Income Growth Learn how to build and scale your business to generate more passive income and efficiency — positioning yourself for sustainable growth and freedom. 🏠 Real Estate Investment Goals We’ll define or refine your property investment objectives, assess your ideal strategy (buy & hold, mortgage notes, short-term rentals, etc.), and align your goals with wealth-building opportunities that fit your lifestyle. 💰 Wealth-Building Blueprint Explore proven methods to structure and grow your investments for long-term security and generational wealth. 🚀 Financial Freedom Roadmap Together, we’ll chart the path to financial independence — detailing specific milestones, timelines, and strategies to help you achieve lasting financial freedom. Following your consultation, you’ll receive a follow-up email within 1–2 business days summarizing the major takeaways and personalized recommendations, so you can take action immediately.
Política de cancelación
Booking Policy By proceeding with this booking, you acknowledge that you have carefully read and agreed to adhere to the following policy: Cancellation Policy: Cancellation made 73 (seventy-three) hours or more before the scheduled appointment (more than 3 days) will entitle you to a FULL REFUND. Cancellation made within (seventy-two) 72 hours of or on the day of the appointment will not be eligible for a refund and subject to a 100% cancellation fee. No-Show Policy: In the event of a no-show, NO REFUND will be provided. There will be an additional 100% no-show fee applied and the client will need to re-book the service. A client is considered a no-show under the following circumstances: Failure to respond after initial contact. Failure to return a call within the grace period. Grace Period: 10 Minutes A 10-minute grace period is granted after initial contact is initiated. If contact cannot be established before the lapse of the 10-minute grace period, the client will be deemed a NO-SHOW. An email and text message (if applicable) will be sent to notify the client, who must then reschedule the appointment. Should you wish to reschedule, you may do so through our booking page or by contacting us at +1 (817) 559-4159 or via email at contact@tdfinvestmentholdings.com. Your adherence to these policies ensures the smooth operation of our services. If you have any questions or require further assistance, please do not hesitate to reach out to us.