Personal Wealth Check-Up
The First Step Towards Financial Independence
A service in two sessions designed to analyze your financial situation, identify any critical issues
and provide you with clear and independent guidance — without selling you products or generating conflicts of interest.
and provide you with clear and independent guidance — without selling you products or generating conflicts of interest.
Background
Why you need it
Before building a strategy, you need a diagnosis.
Many people don't know:
Many people don't know:
How much money do they really have available
How much do they earn, spend or save
What is their real exposure to risks
If their investments are aligned with their objectives
What is destroying the return on their investments
The Check-Up meets all these needs (and many others).
In just 2 sessions, you will have a 360° view of your financial situation and a clear and precise list of what to do to improve your relationship with money.
In just 2 sessions, you will have a 360° view of your financial situation and a clear and precise list of what to do to improve your relationship with money.
Steps
How It Works
Step 1: Diagnosis
We will fill in your form together Wealth Map, the proprietary software on which you will view:
Assets and Liabilities
Income and Expenses (ordinary and extraordinary)
Portfolio of Financial, Insured and Social Security Instruments
Real Estate and Company Shares
Tax Exposure and Risk Management
Objectives and Priorities
The meeting will last at least 2/3 hours.
Step 2: Optimization
Within 14 days we will schedule a second Coaching to optimize:
Your Estate Planning
The objectives according to the Pyramid of Financial Needs
Your Investment Portfolios and Wealth Allocation
The financial training course
You will keep lifetime access to the Wealth Map and you can request a new Coaching within 1 year from the purchase of the service
Who is it suitable for:
The Personal Wealth Check Up is for you if:
You have at least 100.000$ in assets
You want clarity before making financial decisions
You want to 'try' my services before starting Titanium
You only want a Guide for the Planning phase
Single payment. No subscriptions. Lifetime access to the software.
Planning Fee
$997
The cost is fully deductible if you decide to upgrade to the Titanium PRO Program within 12 months.
Benefits
What do you get
An Entry Level service to learn about my world and experience first-hand the only results-based Wealth Consulting service.
Lifetime access to the Wealth Map software
5 hours of coaching with Gianluca Sidoti
Lifetime access to TradeTector PRO (the Netflix of Financial Education - Italian only)
0 fixed costs. 0 additional costs. 0 surprises.
Ready to find out where you are and where you can go?
Enroll in the Personal Wealth Check Up.
Only 3 places available each month.
Only 3 places available each month.
FAQ's
Frequently Asked Questions
Is it a Financial Advisory service?
No, this is astrategic analysis for educational purposes, based solely on the data you provide.I don't sell products, I don't manage money, and I don't provide personalized recommendations.
Will I receive personalized investment recommendations?
No, you will have access to a complete mapping of your financial situation and - if you want it - to 3 evergreen Model Wallets.
Is it right for me even if I've never invested?
Of course, indeed it is recommended: it is better to make an initial diagnosis before starting to invest!
Will I have to give you access to my accounts?
Absolutely not. I'm not managing your savings. You will enter the figures in the software and our Artificial Intelligence will build the path that best suits your needs.
What happens after the Check Up?
You will be autonomous in the management of your assets. Or, if you deem it appropriate, you can start the Titanium PRO program, our annual performance mentorship program.