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🥂 Join us for the 4th Annual Wealthy Brunch! Learn More 🥂
Wealth Membership Plans
Unlock exclusive financial insights, resources, and community support to help you build and sustain wealth. Our membership offers a range of events, personalized coaching, and valuable tools tailored to your financial journey.
Beginner
16.95$ÂÂ- Weekly Financial Tips
- Weekly Tax Insight
- 15 – Min Financial Coaching Call
- My Wealth Planner
- Weekly Webinar
- Monthly Newsletter
- 10% off Affiliates
- Choice of 1 T-Shirt
- Exclusive Sipping Wealth Facebook Group access
- Monthly Group Coaching Call
Accredited
49.95$Every monthÂ- Includes Everything in Beginner Membership, plus:
- One-on-one Annual Budget Session (30-Minute)
- Budget Application
- Wealth Up Swag Bag
- General Admission to Sipping Wealth Events
- Ongoing Support Chat
- Best Value
Generational
99.95$Every monthÂ- Includes Everything in Accredited Membership, plus:
- Annual Investment Advisor Meeting
- Annual Tax Accountant Meeting
- Entry to Premiere Services invite-only Events (Jacksonville,
- Free Vending Admission at Sipping Wealth Events
- Annual Strategy Session with Tax Accountant
- Priority Tax Appointment Booking
- Annual Wealth Up Box
Membership Features
Financial Coaching
Get personalized financial advice with a
15-minute call from our expert STA coaches.
Investment Advising
Meet with a professional investment advisor to navigate your financial growth.
One-on-one Annual Budget Session
Receive tailored budgeting advice in a 30-minute annual session.
Weekly Webinar
Stay informed with weekly webinars featuring industry experts.
Weekly Financial Tips
Receive practical financial advice delivered to your inbox weekly.
Weekly Tax Insight
Stay updated with the latest tax strategies and insights each week.
My Wealth Planner
Plan and track your financial goals with our comprehensive wealth planner
Budget App
Receive practical financial advice delivered to your inbox weekly.
Exclusive Events
Gain entry to our exclusive Networking Mixers and Annual Wealth Brunch with Accredited and Generational memberships, where you can connect with like-minded individuals and gain valuable insights from industry experts.
Wealthy Brunch 2024
Join us for wealth-building, real estate, & finance insights. Plus a chef-crafted brunch and bottomless mimosas!
December 14th
12 - 4PM
The Jessie
40 East Adams Street Jacksonville, FL
Sipping Wealth Mixer
Mingle, network, and sip on success while connecting with like-minded individuals.
Every 3rd Thursday of the month
6 - 8PM
Vevetas Tapas by Pink Salt
1567 University Boulevard West Jacksonville, FL
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What are the payment options for memberships?Memberships can be paid monthly or annually. The payment options are: Beginner Membership: $16.95 Monthly / $180 Annually Accredited Membership: $49.95 Monthly / $550 Annually Generational Membership: $99.95 Monthly / $1150 Annually
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How does the subscription auto-renewal work?Your subscription will automatically renew annually on the anniversary of your sign-up date. You will be billed on the renewal date unless you cancel your subscription at least 15 days before the renewal date.
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How can I participate in the webinars and group coaching calls?Details for participating in webinars and group coaching calls will be shared through the Sipping Wealth Facebook Group and the monthly newsletter. Links and schedules will be provided to ensure you can join these sessions.
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How long does it take to receive the Sipping Wealth Packages and other mailed items?Please allow up to 45 days to receive Sipping Wealth Packages and any mailed items. If you have any issues or concerns, contact support at support@sippingwealth.com.
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Can I upgrade or downgrade my membership plan?Yes, you can upgrade or downgrade your membership plan at any time. Contact support at support@sippingwealth.com to make changes to your membership plan.
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How do I sign up for a Sipping Wealth membership?You can sign up for a Sipping Wealth membership by visiting our website and choosing the membership plan that best suits your needs. Follow the prompts to create an account and complete the payment process.
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How do I access the Monarch Money budgeting application?Subscribers to the Accredited and Generational Memberships will receive access to the Monarch Money budgeting application after their second billing cycle. You will receive an email with instructions on how to set up and use the application.
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What is the Budgeting Application and who can access it?Subscribers to the Accredited and Generational Memberships will have access to the Monarch Money budgeting application. The application will be available after the second billing cycle, and users must agree to the terms of use and privacy policy of Monarch Money.
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What is the process for canceling my membership?To cancel your membership, you must submit a written cancellation request at least 15 days before your next billing date. Send your cancellation request to support@sippingwealth.com. If you fail to cancel within this time frame, your subscription will auto-renew for the next billing cycle.
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What happens after I sign up for a membership?After signing up, you will receive a welcome email with details about your membership. You will gain access to the Sipping Wealth Facebook Group and YouTube Channel, where you can start accessing financial tips, tax insights, webinars, and more.
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How do I add a new question & answer?To add a new FAQ follow these steps: 1. Manage FAQs from your site dashboard or in the Editor 2. Add a new question & answer 3. Assign your FAQ to a category 4. Save and publish. You can always come back and edit your FAQs.
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How do I edit or remove the 'Frequently Asked Questions' title?You can edit the title from the FAQ 'Settings' tab in the Editor. To remove the title from your mobile app go to the 'Site & App' tab in your Owner's app and customize.
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Can I insert an image, video, or GIF in my FAQ?Yes. To add media follow these steps: 1. Manage FAQs from your site dashboard or in the Editor 2. Create a new FAQ or edit an existing one 3. From the answer text box click on the video, image or GIF icon 4. Add media from your library and save.
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