Membership and Consulting Information

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PLATINUM Membership

** Note – Because I can only work privately with a handful of motivated clients, I do NOT currently have openings for Platinum Membership.  If you’d like to be put on the waiting list please email my assistant **

This is the entry point for my high level private clients that want to rapidly transform their life so that all of their finances are completely in order.  The Platinum members are different than average people.

These people understand the value of investing in themselves and know that in order to live their life without financial worry and enjoy freedom to spend more time with family, travel and have a job they are passionate about, they must do the things other successful people do.

Do you NEED this kind of coaching? Maybe not, but keep in mind you’ll have a hard time finding a top athlete or any successful person without a coach or mentors.

But you probably don’t want to be a top level athlete or a CEO of a fortune 500 company, but if you’re like most of my clients you’re probably frustrated and confused by conflicting advice from insurance agents and stock brokers. Maybe you’re overwhelmed by tips from friends, family, and the Internet. And you most likely do not have the time to invest months and years to gain the background you will need to make the best financial decisions.

You probably just want to have more time to spend with your family without being stressed about money or have to spend all of your waking energy at work.  If you feel like you’re stuck in a hamster wheel, endlessly running in the same circle, why not take the shortcut?

When you work one-on-one with me, you’ll get out of that rut and do it much faster. This is the value of working with an expert who has helped other people just like you before.  I understand where you are because I’ve been there and so have my clients.  I know how to help you look at things from a different perspective so you don’t repeat the same mistakes over and over.

So how does this process work?  You begin with all of the benefits of the Gold and Silver membership.  This provides you the foundation.  Then during each year you will get the following:

1) Two (2) in Person Private Consulting Sessions ($1,597 Value)

During these 1-2 hour one-on-one private meetings, we will work through all of the areas you are stuck on and get you to break through your sticking points.  I have a proven system that works and in conjunction with the Gold and Silver membership benefits, we will work together to make sure everything is on track.

2) Custom Written Recommendations Specific to You ($497)

You will receive written follow-up of all of the recommendations we discuss so you don’t have to worry about forgetting or missing anything.  This works very well for my private clients and gives them a road map with step by step blueprint so you can easily implement changes.  I do a lot of writing, but working privately with me is the only place you can get written recommendations customized to you.

3) Custom Tax Planning Strategy to Save you Money ($397)

We will work together to find all of the hidden tax savings you’ve been missing.  You will also receive a completed tax form you can give to your employer so you get your deductions exactly right.  This alone often adds hundreds of dollars to my clients paychecks, easily justifying the fee and giving you more money to save or use towards your goals.

4) Custom Insurance Review ($397)

Rarely do people get insurance recommendations from someone who is not selling insurance to them. More often than not, people are paying lots of money for insurance they don’t need and are lacking important insurance that will protect their loved ones.  We will review all of your coverages and make sure you have what you need and are not wasting money.

5) All of the Gold and Silver membership Benefits ($2,664)

As part of your Platinum membership, you also receive and are expected to participate in all of the benefits the Gold and Silver members are entitled to.

This program is not for everyone and in fact is very hard to get into.  I only work with a handful of private clients.

Please consider these minimum requirements before applying for acceptance:

  • Gold membership in good standing
  • Commit to a minimum of one year
  • Have sizable and significant objectives to reduce or eliminate your stress and worry over money, increase your net worth and improve your lifestyle as YOU define it.
  • Have a reasonably sufficient income that membership in this program may be a stretch, but not financially devastating.  Generally clients who will do well in this program have a net worth between $250,000 and $1,000,000
  • Be open minded to new and more advanced financial planning strategies, but not looking for an overly complicated magic pill.
  • This is a private coaching program, but you must be willing to put in the work.  This is not for lazy people that don’t want to make changes.

Obviously working one-on-one with me is not cheap.

This is however, a very affordable entry point to having your own personal financial adviser.  Membership in the Platinum program is $297 per month.  When you consider hiring a coach or consultant, successful high achievers do not look at the out of pocket cost, but instead take an objective view on the return on investment.

Smart people realize that as long as they receive more value than they are paying for, they’ve made a profitable and good investment.  This is how good businesses are run.

So how much value will the program deliver you.  If you add up the value of each component separately, you’d receive $9,343 in benefits.  But that doesn’t do justice to how much it is worth to stop worrying about money, eliminate the arguments you have in your home because of money, and start living the life you deserve. How do you put a price on that?  Only you can decide if that’s worth it to you.

Here is how the application process works.  First print out the application (you can download it here).  This application is much more detailed than the Gold Membership application.  Complete the application thoroughly and accurately.  Then you have three options.

You may email it to my assistant at jenny (at) chuckrylant.com, you may fax it to (805) 896 – 2175 or you can mail it to 1011 Susan Pl, Santa Maria, CA 93455. (I do not use active email links to reduce SPAM.)

I will personally go through your application very carefully and eliminate you if I don’t think the program is a good fit for you.  I’ve learned the hard way that working with the wrong clients is no fun for either party.  I only want to work with committed and serious people ready to make big changes.  Either way, you’ll be notified whether your accepted to the program or not.

After your application has been approved, my assistant will schedule a complimentary 15 minute call with me so I can answer any questions you have and confirm this program is a good fit for your goals before you make your first payment.