Waterfall Wealth Consulting · Pricing & Packages
Clear Pricing. No Surprises. Real Value.
Choose the service that fits your needs ~ or combine them for comprehensive support. All packages include setup and onboarding to ensure you start strong and your foundation is solid.
Not sure where to start? Scroll through the options below or book a free strategy session using the buttons on this page.
Retirement & Wealth Engineering
Tax-advantaged wealth strategies using properly structured IUL designs and comprehensive planning.
Wealth Strategy Session
$0 complimentary
No cost, no obligation
30–45 minute consultation to review your current situation and identify opportunities.
Best For: Anyone wanting clarity on financial positioning
What's Included:
- Current situation review
- Gap identification
- Custom strategy overview
- Education-first approach
- No pressure, just clarity
Most Popular
Comprehensive Financial Review
$500 one-time
Credited toward implementation
Deep-dive financial analysis with custom strategy design and implementation roadmap.
Best For: Those ready to design a comprehensive wealth strategy
What's Included:
- Deep-dive financial review
- Asset class comparison and analysis
- IUL design proposal (if applicable)
- Tax efficiency analysis
- Implementation roadmap with timeline
- 90-day follow-up strategy session
IUL Wealth Engineering
Commission-Based
No upfront cost to you
Properly structured IUL implementation with ongoing support and coordination.
Best For: Clients implementing IUL as part of Waterfall Wealth Strategy
What's Included:
Properly structured IUL design
5-year max-funding strategy
Living benefits optimization
Ongoing policy reviews (annual)
Coordination with CPAs/attorneys
Lifetime relationship and support
Minimum funding: $25,000 total / $300+ monthly
Digital Marketing & Growth Systems
Build predictable revenue through CRM automation, lead generation, and conversion optimization.
Starter Growth
$1,500 /month
+ $500 setup fee
Foundation-level marketing systems to generate and nurture leads consistently.
Best For: Small businesses just starting to systematize marketing
What's Included:
- CRM setup and basic optimization
- Single-channel lead generation campaign
- Email automation sequences (3-5 emails)
- Monthly performance reporting
- Bi-weekly strategy calls (30 min)
- Basic landing page optimization
Most Popular
Scale & Optimize
$3,000 /month
+ $750 setup fee
Multi-channel growth systems with advanced automation and optimization.
Best For: Growing businesses ready to scale predictably
What's Included:
- Everything in Starter Growth, plus:
- Multi-channel lead generation (2-3 channels)
- Advanced workflow automation
- SEO and content strategy
- Website conversion optimization
- Weekly strategy sessions (45 min)
- A/B testing and analytics setup
Complete Growth System
$5,000 /month
+ $1,000 setup fee
Full-service marketing infrastructure with dedicated support and advanced strategies.
Best For: Established businesses wanting comprehensive growth infrastructure
What's Included:
- Everything in Scale & Optimize, plus:
- Full CRM management and optimization
- Advanced analytics and custom dashboards
- Team training and onboarding support
- Unlimited strategy sessions
- Priority support (24-hour response)
- Quarterly planning and forecasting
Business Operations Consulting
Fractional COO services to implement systems, optimize workflows, and scale without chaos.
Operations Assessment
$2,500 one-time
No additional setup fee
Comprehensive operational review to identify gaps and create your implementation roadmap.
Best For: Businesses needing clarity on operational next steps
What's Included:
- Full operational review (systems, processes, tools)
- Gap analysis with prioritized recommendations
- 30-day implementation roadmap
- Process documentation assessment
- 2 follow-up strategy sessions (60 min each)
- Written report with action items
Most Popular
Fractional COO (Part-Time)
$4,000 /month
+ $1,000 onboarding fee
20 hours/month of dedicated operational leadership and systems implementation.
Best For: Growing businesses needing consistent operational leadership
What's Included:
- 20 hours/month dedicated support
- Systems design and implementation
- KPI tracking and reporting setup
- Team accountability and training
- Technology coordination and integration
- Monthly leadership meetings
Fractional COO (Comprehensive)
$7,500 /month
+ $1,500 onboarding fee
40 hours/month of full operational oversight and strategic execution.
Best For: Scaling organizations requiring extensive operational support
What's Included:
- 40 hours/month dedicated support
- Full operational oversight and strategy
- Strategic planning and execution
- Revenue operations management
- Grant management (nonprofits)
- Weekly leadership meetings
- Priority support (24-hour response)
A La Carte Services
Individual services for specific needs. Can be added to any package or purchased standalone.
CRM Audit & Optimization
$1,200
Complete review and optimization of your existing CRM system with documented recommendations.
Landing Page Design
$800
Custom landing page design and build with conversion optimization and A/B testing setup.
Email Campaign Setup
$700
Automated email sequence (5–7 emails) with copywriting, design, and workflow automation.
SEO Audit & Strategy
$1,000
Comprehensive SEO audit with keyword research, content plan, and 90-day implementation roadmap.
Strategic Planning Session
$400
2-hour strategic planning session focused on a specific challenge or opportunity. Includes action plan.
Process Documentation
$750
Document and systematize a key business process (per process) with visual guides and SOPs.
Team Training Session
$500
2-hour team training on CRM, systems, or operations. Includes materials and follow-up support.
Dashboard Creation
$900
Custom analytics dashboard with KPI tracking, reporting automation, and data visualization.
Workflow Automation
$1,100
Single workflow automation setup (per workflow) to eliminate manual tasks and save time.
Integrated Packages (Bundled Savings)
Combine services for comprehensive support across wealth, marketing, and operations; at significant savings.
Business Owner Complete
Full integration of operations, marketing, and wealth strategy
Regular: $12,500/month
$10,500 /month
Save $2,000/month
Operations (40 hrs/month)
→ Fractional COO services
→ Full operational oversight
→ Strategic planning
→ Weekly leadership meetings
Marketing & Growth
→ Complete Growth System
→ Multi-channel lead gen
→ Advanced automation
→ Priority support
Wealth Strategy
→ Quarterly wealth reviews
→ Tax strategy coordination
→ Retirement planning
→ CPA/attorney coordination
+ $2,500 comprehensive onboarding fee (covers setup across all three areas)
Most Popular
Professional Growth Bundle
Strategic marketing and operations for growing professionals
Regular: $7,000/month
$6,000 /month
Save $1,000/month
Operations (20 hrs/month)
→ Part-time Fractional COO
→ Systems implementation
→ Monthly leadership meetings
Marketing
→ Scale & Optimize package
→ Multi-channel campaigns
→ Weekly strategy calls
Wealth Strategy
→ Semi-annual wealth reviews
→ IUL strategy consultation
→ Tax efficiency planning
+ $1,500 setup fee
Wealth & Operations Bundle
Strategic operations and comprehensive wealth planning
Regular: $8,000/month
$7,000 /month
Save $1,000/month
Operations (40 hrs/month)
→ Comprehensive COO services
→ Full operational oversight
→ Weekly meetings
Wealth Engineering
→ Quarterly strategy sessions
→ IUL design & implementation
→ Tax optimization planning
Coordination
→ CPA coordination
→ Attorney coordination
→ Business succession planning
+ $1,750 setup fee
Payment Terms & Policies
Monthly Retainers: Billed on the 1st of each month via ACH or credit card
Minimum Commitment: 4-month minimum for all retainer-based services (includes first month for setup)
Setup Fees (covers onboarding and strategy development): Due upon signing with the first month retainer
One-Time Projects: 50% deposit required upfront, 50% due upon completion
Package Changes: Upgrade, downgrade, or modify with 30 days notice
Cancellation Policy: 30 days written notice required
Payment Plans: Available on packages $5,000+/month
Custom Packages: We create custom solutions ~ let's talk
Frequently Asked Questions
If you don't see your question here, reach out and we'll be happy to clarify how Waterfall Wealth Consulting can support your goals.
Do you offer payment plans?
Yes, payment plans are available for packages $5,000+/month. Contact us to discuss options and structure a plan that fits your cash flow.
Can I switch packages after I start?
Absolutely. You can upgrade, downgrade, or modify your package with 30 days written notice so your services stay aligned with your current priorities.
Do you work with clients outside North Carolina?
Yes. Digital marketing and operations consulting services are available nationwide. For wealth engineering, licensing varies by state and we’ll confirm eligibility during your initial call.
Why are there setup fees?
Setup fees cover intensive onboarding work: learning your business, mapping your systems, configuring tools, and creating your custom strategy so ongoing work is efficient and effective.
How quickly can we get started?
We typically begin work within 5–7 business days after onboarding paperwork is complete and initial payment is received.
Not Sure Which Package Fits Your Needs?
Book a free 30-minute strategy session and we'll help you determine the best starting point. No pressure. No obligation. Just clarity.
We'll review where you are today, where you want to go, and which combination of services will get you there most efficiently.
Waterfall Wealth Consulting
We create clarity, reduce risk, and increase wealth with proper alignment of purpose, strategy, and systems.
Contact
Phone: (980) 304-1500
Email: [email protected]
Charlotte, North Carolina
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Chaka Ali is a licensed financial, insurance professional. Investment advice and securities products are not offered through this site. For comprehensive financial planning, consult with appropriate licensed professionals.
Indexed Universal Life insurance policies are complex products. Actual performance depends on market indices, policy structure, and individual circumstances. Past performance does not guarantee future results. All illustrations are hypothetical.
Pricing subject to change. Custom packages available. Contact us for a detailed proposal.
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