Frequently asked questions

Still Have Questions?

Plain answers about how the Society works, what each plan includes, and how to start for free. No question is too basic here.

Getting Started

What if I don’t know anything about investing?

That's exactly who we built this for. You'll never feel behind here. Everything starts from the beginning, in plain language.

Do I need a lot of money to start?

No. The Society teaches principles you can apply whether you're starting small or scaling big. Erika herself started with $10 a month.

I've been investing for years. Is this still for me?

Yes. If your question has changed from "how do I start" to "did I get this right," that question is welcome here.

Is this a course or a community?

It's both. You receive structured education and live, ongoing support.

How much time will this take?

Most members spend 1–2 hours per week. The structure makes it manageable.

What does my first week look like?

Start in Welcome & Orientation to find your way around.

Get your Risk Score and Wealth Number in the Provenance app.

Join Monday Market Review Live and bring a question.

Say hello in The Daily MORE.

Take on the Monthly MORE Move challenge.

Membership & Plans

What is free, and what do the paid plans add?

Market Insider — Free

Monday Market Review Live, member directory, The Daily MORE, Risk Score and Wealth Number.

Life and Legacy — $49/mo

Adds Invest With Confidence and Protect What You Build, with live sessions for each.

Growth and Income — $79/mo

Adds Trade for Income, Trading Together Live, and Office Hours.

Each plan includes everything in the one before it. See all plans

Do I need a card to start?

No. Market Insider is free, with no card.

Can I move to a different plan later?

Yes. Start free and move up when you're ready.

Why is there a waitlist?

The first 150 founding member spots have been claimed. Join the waitlist to be first to know when new spots open.

Live & Sessions

What is Monday Market Review Live?

Every Monday, Erika goes live on what happened in the market, what one headline actually means, and where things are heading. It's free, no card, and you can ask anything at the end.

What happens on Wednesdays?

The live coaching session. Bring your real questions and leave with clarity and confidence.

Where do the live sessions happen?

Inside the community at wealthmoresociety.com.

Risk Score & Provenance

What are the Risk Score and Wealth Number?

Answer a few short questions about your goals, timeline, and how you actually feel about risk. You get your Risk Score and Wealth Number instantly. It takes about 3 minutes.

What is the Provenance app?

WealthMore's companion app. It works out your Risk Score and Wealth Number, and paid plans unlock its full course modules.

Will it ask for my account numbers or logins?

Never. No account numbers, no logins, nothing to connect.

Is it really free?

Billing & Cancelling

What if it's not for me?

You can cancel anytime, no questions asked.

Is there a discount for paying yearly?

Yes. Life and Legacy is $499/yr (save $89) and Growth and Income is $799/yr (save $149).

Is this financial advice?

No. WealthMore is a financial education platform and is not a registered investment adviser. Content is for educational purposes only.

Start free, no card needed.

Join Monday Market Live, or work out your Risk Score and Wealth Number.

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