If there isn’t a pricing solution below that fits your needs, please reach out to us with ideas.


Hourly Basic



Business Consulting


Process Improvement


Marketing Plan


Monthly Pro



Business Consulting


Process Improvement


Marketing Plan


Benefits Consulting

$900 /mo

Monthly Premier



Everything in Pro


Cash Management


Executive Training

Inquire About Corporate Pricing


“If it can’t be explained in a few sentences then don’t follow it. There is a fine line between being complicated and simple.”

– Warren Buffett

Why WealthDrive

WealthDrive is the first complete and comprehensive robo-advisor on the market which is affordable and easy to use. Our forward-thinking origins will continue to fuel our evolution and yours. So join a firm to take your investments to the next level!


Frequently Asked Questions

How long does a project last?

The length of a project is largely dependent on a number of factors including: challenges, budget, size of organization, and scope.

What problems do you typically solve?

Our business consulting solutions are designed to be flexible, targeted and modular to solve for countless challenges.

How is a consulting project started and organized?

Although we customize just about everything to your needs and goals, the typical consulting project consists of: Initial Consultation, Agreements, Scope of Work, Collaboration, Implementation, and Follow-up.

How is the scope of a project determined?

Depending on the goals, challenges and size of the organization, a project scope is typically determined during the assessment phase.

How are traveling costs handled?

Because our success is dependent on your success, we stay very cost conscious. In fact, we try to eliminate travel as much as possible by utilizing technology.

Do you do fixed price or time and materials contracts?

We do both. For every project we establish a price under both methods and give the client options. Flexibility and transparency is at the heart of our business practice.


Technology that was built to increase client engagement. reduce business costs, increases productivity & drives revenue.


Find better qualified leads, increase conversion rates, nurture prospects, and effectively engage existing clients with proven workflows.


WealthDrive's robo-advisor is meant to help firms that don't want the expenditure of creating their own while maintaining control.


A proven and cost effective catalyst for change in creating a plan and bringing it to life to help you individually or your organization.

Software Pricing

There are pricing schedules for both professionals vs individuals. Start today preparing for the future.

Marketing Pricing

Marketing is the life blood of any business. Put our plethora of marketing experience to the test.

Robo-Advisor Pricing

Make wealth your own. Investing isn't easy. We just make it feel that way.

Consulting Pricing

Let us help you reach your goals and objectives with our proven time-tested processes and workflows.

Firm History

Technology that helps makes life and business simpler.

Meet Our People

Technology that helps makes life and business simpler.

13 + 3 =

Lynchburg, Virginia

(800) 790 - 6882