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The Wealth Snapshot™

One-time clarity. Long-term confidence.

Helping 1000 people build $1 million in wealth — one snapshot at a time.

Get My Snapshot

Who It’s For

  • You’ve taken courses but still don’t feel confident
  • You’re making money but not sure how to manage it
  • You’re prepping for a meeting with an advisor
  • You want clarity without pressure or sales tactics

What’s In it for me?

Some people don’t know where to begin. Others aren’t sure if their finances are even in order. That’s exactly what The Wealth Snapshot™ is for.

This isn’t financial advice. It’s a one-time visual clarity session that helps you understand where you stand financially — so you can move forward smarter, whether you're working with a planner, insurance agent, or just trying to get your money right.

You get:

  • A visual map of your assets, income, savings, debt, and goals (powered by Asset Map)
  •  A Risk Score Assessment (powered by Riskalyze)
  • A 1:1 walkthrough session***
  • A PDF summary to take to any advisor or attorney
  • A recording of your session

Disclaimer:

The Wealth Snapshot™ is not a financial plan, investment advice, or tax guidance. It is a one-time educational session designed to help individuals visualize their current financial picture and identify areas they may wish to explore further with licensed professionals.

Your 3-Step Wealth Snapshot Process

 

 

Step 1: Get Your Risk Score

Know Your Risk Before You Invest

  • Your Risk NumberÂŽ helps you understand your investment personality. It’s the first step to making smarter, more confident decisions.
  • Understand how much risk you’re comfortable taking before you invest.
Get Your Risk Score

Step 2: Build Your Wealth Map

Turn your income, savings, debt, and goals into a personalized visual snapshot — your very own financial map.

Start My Wealth Map

Step 3: Choose your Snapshot

Packages + Pricing

Feature Wealth Snapshot Lite
(Free for Wealth Lab Members)		 Basic Snapshot $549 Premium Snapshot $749 Complete Snapshots $949
Snapshot Views 2 Snapshot views 2 Snapshot views 4 Snapshot views All 7 Snapshot views
Asset-Map Visual ✔ ✔ ✔ ✔
Risk Score Assessment ✔ (basic) ✔ ✔ ✔
PDF Summary ✔ (auto-sent) ✔ ✔ ✔
Live 1:1 Session with ErikaBlair ✘ ✔ (1 hour) ✔ (2 hour) ✔ (3 hour)
Interactive Walkthrough & Q&A ✘ ✔ ✔ ✔
Personalized Notes + Suggestions ✘ ✔ ✔ ✔
Session Recording ✘ ✔ ✔ ✔

Snapshot Options

Road to $1M

Track your journey toward your first million.

Retirement

Visualize your future lifestyle and retirement readiness.

Family Protection

See what your family would need financially if something happened to you.

Debt

Understand your payoff timeline and how to accelerate freedom.

Education

Project the cost of a child’s education and your funding pace.

Long-Term Care

Explore the financial impact of future care needs on your assets.

 Estate Planning

Get a clear view of your current legacy documents, beneficiaries, and gaps.

Legal / Compliance

The Wealth Snapshot™ is not a financial plan, investment advice, or tax guidance. It is a one-time educational session designed to help individuals visualize their current financial picture and identify areas they may wish to explore further with licensed professionals.