How it works: Starting in 2026, for those clients who have achieved a certain financial milestone have the option to either come and join me and other achieved clients to chat and hang out while doing some kind of activity, or they can choose to receive a gift card of their personal choice for their outstanding accomplishment. This celebration day is dedicated to recognizing the financial achievements of our clients. I will be doing a gathering/hangout once per month. The unknown activity will be announced in the announcement section on the website and on social media. Keep an eye out for it. The gathering location will be sent to your email address that you provided on your booking form. If you are still unsure what the activity is or the meet-up location before the start date, please let me know either through the website contact box or my business email and phone number, where you can find it on the website. Feel free to reach out at any time. 
 
Announcement: N/A

 
Milestone Achievement Client: All clients must show proof of financial achievement milestone by sending their most recent bank statement document to financialcoachdash@gmail.com in order to receive the gathering location or a gift. 

Consumer Debt Free: Must only have a mortgage loan as debt, nothing else. 
Rewards: Wealth-building discount code is intended for your next stage of your financial journey after becoming debt-free.

Personal debt $5k~$25k: Gathering hangout, $50 gift card, or 10% discount code for wealth-building service. 
Personal debt $25k~50k: Gathering hangout, $100 gift card, or 20% discount code for wealth-building service. 
Personal debt $50k~100k: Gathering hangout, $200 gift card, or 30% discount code for wealth-building service.
 

Investment Portfolio Milestone: All clients must show proof of a personal investment portfolio balance document to financialcoachdash@gmail.com in order to receive the gathering location or a gift. 
Rewards: As your investment portfolio balance grows over time, you will be able to recur next stage of rewards until you cap out after a balance of over $300k. Financial Toolkit Plan discount code is intended for you to give the code to someone you know who will benefit from it. 

Investment portfolio balance $5k+: Gathering hangout, $20 gift card, or 10% discount code for Financial Toolkit Plan.
Investment portfolio balance $25k+: Gathering hangout, $50 gift card, or 15% discount code for Financial Toolkit Plan.
Investment portfolio balance $50k+: Gathering hangout, $100 gift card, or 20% discount code for Financial Toolkit Plan.
Investment portfolio balance $100k+: Gathering hangout, $150 gift card, or 25% discount code for Financial Toolkit Plan.
Investment portfolio balance $175k+: Gathering hangout, $200 gift card, or 40% discount code for Financial Toolkit Plan.
Investment portfolio balance $300k+: Gathering hangout, $300 gift card, or 50% discount code for Financial Toolkit Plan.