Financial Wellness Consulting

Service Packages

🧭 Crypto Navigation Sessions - $125/hour

Perfect for beginners and those feeling overwhelmed by crypto complexity

What You'll Get:

• Personalized 1-on-1 guidance through the cryptoverse

• Understanding of blockchain fundamentals and market dynamics

• Wallet setup and security best practices

• Exchange navigation and safety protocols

• Risk assessment tailored to your financial goals

• Clear action plan for your crypto journey

Ideal For:

• Complete crypto beginners

• Those who've lost money and need direction

• Anyone wanting to understand before investing

• People seeking clarity on crypto tax implications

📊 Portfolio Management - $200/month retainer

Ongoing guidance for active crypto investors

Monthly Services Include:

• Portfolio review and rebalancing recommendations

• Market analysis and trend identification

• Risk management strategies

• Entry and exit point guidance

• Monthly strategy sessions (2 x 30-minute calls)

• Email support for urgent questions

• Quarterly comprehensive portfolio assessment

Perfect For:

• Active traders wanting professional oversight

• Busy professionals who lack time for daily analysis

• Investors with $10k+ portfolios seeking optimization

• Those wanting accountability and discipline

🤖 Bot Setup & Training - $300 one-time

Automate your trading with proven strategies

Complete Package Includes:

• Custom trading bot configuration for your goals

• 2-hour training session on bot management

• Strategy optimization for your risk tolerance

• Monitoring and alert setup

• 30-day follow-up support

• Written guide for ongoing maintenance

What You'll Learn:

• How to set profitable parameters

• Risk management within automated trading

• When to intervene vs. let the bot work

• Performance tracking and optimization

Requirements:

• Minimum $5,000 trading account

• Basic understanding of crypto markets

• Commitment to learning the system

Why Choose OneTribes Financial Wellness?

🎯 Holistic Approach

Your financial health connects to your overall wellness. We integrate crypto strategies with your broader life goals.

📈 Proven Track Record

4+ years navigating crypto markets through bull runs, bear markets, and everything between.

🛡️ Security First

Learn to protect your investments with military-grade security practices and risk management.

🌱 Educational Focus

We don't just manage - we teach. Build lasting knowledge alongside growing wealth.

Booking & Consultation

Free 15-Minute Discovery Call

Not sure which service fits your needs? Let's talk.

We'll Discuss:

• Your current crypto experience level

• Investment goals and timeline

• Risk tolerance and concerns

• Which service package aligns with your needs

Next Steps

1. Book your free discovery call

2. Choose your service package

3. Begin your guided crypto journey

4. Watch your confidence and portfolio grow

Integration Elements for Website

Navigation Menu Addition

Services > Financial Wellness Consulting

Homepage Integration

"Complete Wellness Ecosystem" Physical • Nutritional • Financial

"True wellness encompasses every aspect of your life. While our herbal teas and coaching support your body and mind, our crypto guidance empowers your financial future. Build wealth while building health."

Cross-Promotion Opportunities

In Sarsaparilla Product Descriptions: "Investing in your health today creates wealth tomorrow. Ask about our Financial Wellness Consulting to grow both simultaneously."

In Coaching Services: "Ready to expand your wellness journey to include financial growth? Explore our Crypto Navigation services."

Email Marketing Integration: "This Week's Wellness Tip: Just as sarsaparilla detoxifies your body, a diversified crypto portfolio can detoxify your financial stress. Book a consultation to learn more."

Social Media Content Ideas

Instagram/Facebook Posts:

• "Morning routine: Meditation, sarsaparilla tea, portfolio check ✓"

• "Building wealth like growing herbs - patience, knowledge, and the right environment"

• "Financial wellness is health wealth - let's grow both together"

Client Success Story Template

"After struggling with crypto losses, [Client] joined our Portfolio Management program. In 6 months, they've not only recovered their losses but built a sustainable investment strategy. Now they start each day with sarsaparilla tea and confidence in their financial future."

Pricing Strategy Justification

$125/hour Crypto Navigation:

• Competitive with financial advisors

• Accessible entry point

• Builds trust for higher-tier services

$200/month Portfolio Management:

• Lower than traditional wealth management (typically 1-2% annually)

• Provides recurring revenue stream

• Justifiable for active crypto management

$300 Bot Setup:

• One-time intensive service

• High value for automation capabilities

• Includes ongoing support

Legal Considerations

Disclaimer Text: "Cryptocurrency investments carry significant risk. Past performance does not guarantee future results. All guidance is educational in nature. Consult with a licensed financial advisor for personalized investment advice. OneTribes Financial Wellness does not guarantee profits or prevent losses."

Service Agreement Points:

• Clear scope of educational vs. advisory services

• Risk acknowledgment from clients

• Performance expectations and limitations

• Communication protocols and boundaries