WealthRx: The Hospital for Financial Health & Generational Wealth.
Your prescription for financial health begins here!
What We Offer
30 Minutes Consultation Call
For $111
Persona Freedom Plan
For $555
Business Freedom Plan
For $1111
The Backbone of Your Financial Health.
Turn Protection into Generational Wealth.
Capital Infusions to Keep Your Business Alive.
Your Prescription for Passive Income & Long-Term Wellness.
Why Fund Charm?
WealthRx Journey (Medical Model Overlay)
Clear answers to help you make confident financial decisions.
Triage (Emergency Room)
• Patient = Client
• “Labs” = Upload financial documents (tax returns, insurance, credit, business docs)
• Symptom scan = Diagnostic questions (Business Success Scan)
• Outcome = Initial diagnosis: where the bleeding/leaks are (debt, high taxes, poor structure)
Assessment (Treatment Plan)
• Like a doctor reviewing your labs → WealthRx reviews financial documents
• Outcome = Written Financial Health Assessment with prescriptions:
◦Entity formation?
◦Debt restructuring?
◦Tax strategy?
◦Legacy plan?
◦Investment options?
This is your custom treatment plan (roadmap).
Stabilization (Short-Term Care)
• CreditRx: Build business credit (remove all personal dependence)
• BusinessRx: Proper entity formation + Trusts for asset protection + Legacy planning + Structure for
scale
(Stop the bleeding, give the patient a backbone, stabilize the vitals.)
Optimization (Ongoing Treatment & Wellness)
• TaxRx: Reduce taxes with advanced strategies + 2-year Second Look review, tax planning
• InsuranceRx: Infinite Banking (family bank), Debt elimination, Legacy planning with policies
(Prescriptions to strengthen the immune system — making finances resistant to breakdown.)
Testimonials
John Doe
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Jane Doe
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Get Started
Get in Touch With Us
Contact us anytime for fast, reliable towing service
Phone
+1 504-233-9555
Address
4657 Westbank Expy #2220
Marrero, LA 70072, USA
Site
www.bankable.fundcharm.com