Discover Your Personalized Path to Financial Independence!

“Make The Most of Your Hard-Earned Money, Optimize
Wealth Creation, & Stop Financial Leakage”

The only A-to-Z, step-by-step System and Mentoring program that has given hundreds of clients the awareness, confidence and tailored plans to build financial security.

Trusted By:

Discover the 5 Biggest Financial Pitfalls Which Have Helped Others:

  • Avoid the biggest mistakes that lead to individuals outliving savings in retirement

  • Optimize long term wealth and make earnings work harder

  • Keep more in savings by preventing leakage (in some cases as much as hundreds of thousands of dollars)

  • Take advantage of simple concepts the financial industry doesn't want clients to easily understand

  • Begin their customized financial journey and move away from cookie cutter financial planning approaches

The World Is In Financial Chaos But You Don’t Have To Be...

The secret to escaping financial dependency once and for all (regardless of what you make, where you’re from, or what you do) comes down to ONE thing:

What you do with your money.

Building financial independence begins with the right strategy & a personalized plan.

Our system was used to help hundreds of people seeking financial freedom gain the confidence, clarity, and know-how to make the most of every hard-earned dollar, wipe away financial-related fears, and escape seemingly never ending debt once and for all.

In these difficult times you need to get a custom plan, expert advice, and proven techniques, tips, and strategies to save more, make more, and keep more money in your pocket.

Despite what you’ve heard, financial stability, security, and safety are attainable, regardless of your age, gender, or background.

The key is getting honest guidance, the real truth about money, and avoiding common money-stealing traps.

Without a proven plan, you’ll continue unknowingly giving away your money, risking your financial freedom, and self-sabotaging your bank account.

With a proven plan, you’ll break free from financial dependency once and for all, set you (and your family) up for long-term financial stability, and feel secure with your finances.

Every minute counts, and you can't waste time, money or energy trying to figure out how to design your financial blueprint (and build long-term wealth) all on your own.

Our team is here to help you get started today, and mentor you every step of the way (including understanding where your finances are, identifying the options that best align to how you think about money, teaching you industry secrets that others don’t want you to know and more)


  • Building long-term wealth following a tested and proven approach

  • Discovering where to start and getting a personalized plan to achieve financial freedom

  • Going from confused to confident & experiencing the joy of living life on your terms while building financial freedom

  • Getting best practices & tried-and-true money-saving (and growing) strategies straight from the experts

  • Never again building wealth for your creditors instead of yourself

  • Implementing a customized plan in 30 days or less (and get the skills, resources and expertise to keep constructing your financial future)

  • Stopping from making money-stealing mistakes

  • Saving, spending, and investing like the 1%

  • Becoming your own banker

  • Learn the secret to almost instantly saving more money simply by tweaking your tax status (don't worry - it's a completely legal strategy)

It is possible to set yourself up for financial success, stability, and security no matter what is happening in the world when you follow a PROVEN SYSTEM.

Thanks to The Wealth Freedom Formula, our clients have gained:


By implementing their personalized plan for wealth optimization and financial independence


They have confidence in their financial decisions and are empowered to make strategic financial moves that feel right


No longer are cookie cutter approaches hindering our clients' ability to experience optimized financial outlooks

The program is eye-opening. Eunicia will show you how what you know or don’t know can sometimes hurt you financially! If you care about your finances, your future, your family, this program is for you.

~Clay M.

Eunicia is all about doing the right thing for her clients. The program is spot on in helping individuals have a clear path to reaching their financial independence goals.

~Ellen W.

As a prior Tax Advisor I can tell you, the contents of this program measure their weight in gold. It is a must for anyone serious about their long-term wealth.

~Daniel P.

Join Us & Find Out How Hundreds of Clients
Optimized Their Financial Futures

Additional Resources:

Eunicia Coaching v2

Top 3 Truths Behind Big Name Wealth Management Platforms

December 04, 20203 min read

Not long ago I hosted an interview with a prior Financial Executive at one of the large US banks.  

The things that he shared were simply unbelievable.  No, not in a good way!

The sad part is that instead of understanding that they have options, way too many individuals fall victims to a financial system that is set up against them.

So what are some of the key unravelings from that interview?

The Choice Is Yours -  Big Shop Platforms OR Entrepreneurial Family Financial Offices


The truth is that almost every consumer bank has a wealth management advisory service.

But did you know that this is the low-end service that canvases just about everybody? NO, this is not where you will be treated with white gloves, and the red carpet will not be rolled out.

Then there is the private banking that is reserved for the few that have tens of millions at their disposal.  

But what about the middle person, the individual that deserves the personalized treatment because he/she worked hard to accumulate all that which they already possess?

That is where the family financial offices come in (not because they have family members working there, although sometimes that could be the case), but because their services are positioned to address the family needs from individual members to their small and med-size businesses.


How Well You Will Be Treated Is NOT Left Up To Your Advisor 

family advising

The large financial institutions have mandates of classifying a customer into different categories.

That classification “tags” clients based on things such as their risk appetite, experience in dealing with markets and equities, exposure to different products and very importantly, the amount of money they have.

How would you feel if you knew that...

When you meet with one of those wealth advisors, he/she is not looking at you and your specific needs but rather, they based their guidance on pre-defined spreadsheets based on the “box” you have been aligned to?

The worst part is that they do that even before you start the conversation.... 

This imaginary “box” is designed based on corporate policy, and because of legal and other reasons. In most cases, Irrespective of who you are, you become a number or a category.


Hence The Entrepreneurial Advisors - Because They Can Save The Day


Unlike the institutional advisor, in an entrepreneurship-driven wealth advisory, one of the most important considerations is the relationship.

When the advisor or the agent is not bound by corporate policy, he/she has the freedom to take the time and truly understand the client and their needs.

The solutions they can present their clients can follow an “out of the box” approach, giving the client a better chance at solutions that are more aligned to their needs, goals and desires.

The entrepreneurial advisor will also have more “skin invested in the game” versus someone that gets a paycheck irrespective of whether their clients are doing well or not.

The question left to be asked for me was: “why would anyone in their right mind not wish to be treated with white gloves irrespective of where they are in their wealth cycle”?

The answer once again came through loud and clear in the interview…

Folks are afraid because they do not know better.  Also, the institutional advisors do a good job of not showing the true colors of the service they are able to provide (after all they represent the company not you as the client).


So why not be in a position where you can feel like shouting out: "Oh, my. Somebody actually cares!”?

Back to Blog

© 2023 The Empowered Financial Planner

Terms | Privacy