The Wealth Alignment Review

The Wealth Alignment Review is a discreet, unbiased review of your finances and portfolio designed to give you clarity and direction needed to unlock your next level of elite wealth.

Why Should I Do The Wealth Alignment Review?

Your finances should give you freedom, not stress. But without a single, clear view, most women are left with blind spots, inefficiencies, and the nagging thought that something’s being missed. When clarity replaces complexity, wealth begins to work for you. This audit is the moment you press pause, step out of the noise, and see the full picture with

expert guidance.

many accounts, Opinions, and Choices… but no single, clear view.

The quiet question: “Am I missing something?”

Blind spots or hidden costs that create unease.

Wealth on your terms. align your life to your values and desires.

About Melissa

Melissa went from broke and in debt to becoming an industry superconnector and private equity investor. She leverages her expertise and firsthand experience living and working alongside the world's top 1% of cryptocurrency millionaires and billionaires across Miami, Austin, Puerto Rico, and the UAE. 

She leads a heart-centered, holistic financial program with a personalized approach, helping women craft and execute strategic plans for elevating their finances and investments to achieve sustainable financial transformation.

In her spare time, Melissa is also an advisor to financial communities and educators.

Frequently Asked Questions

Who is this for?

This audit is designed for the discerning woman stewarding 6 and 7 figure wealth who values excellence in every area of her life and is ready to bring that same clarity and intention to her finances.

Who is this NOT for?

This is NOT for the woman who:

- Is unwilling to face financial truths that may feel temporarily uncomfortable.

- Chooses to stay old stories like: “I’m bad with money." "I’ll never get it.”

- Believes she is “too busy” to engage in her own financial wellbeing.
- Already has a crystal-clear system and needs strategy, not baselining.

What does this audit include?

This is a private, 2 hour immersion designed to move you from uncertainty to elegant clarity.

The session is curated to elevate your financial vision and refine the architecture of your wealth:

- Discovery & Awareness: Illuminate blind spots and inefficiencies holding you back from your next level.

- Portfolio & Risk Review: A sophisticated snapshot of your assets, allocations, and risk profile, revealing what enhances or diminishes your wealth.

- Alignment & Next Moves: A personalized roadmap that ensures your wealth serves your life.

- Vision & Direction: Define the outcomes you truly desire and chart a future-forward course.

How will this benefit me?

This audit is your entry point to financial authority and elegance.

You will leave with:

- Crystal-clear awareness of your current financial reality.
- Identification of overlooked opportunities and hidden risks.
- A baseline portfolio analysis aligned with your life vision.

- Confidence in your next steps, not guesswork.

This is about reclaiming empowerment, amplifying returns, and aligning your money with the life you desire.

Do I need to prepare anything in advance of this audit?

Yes, you will be prompted to input all of your financial information into a shared Google Sheet as a requirement in advance of the call. This is done so that every detail of your financial life will be uncovered, organized, and clarified during our session.

How much does this cost ?

One-time investment: $1,750

Note: Most clients recoup the cost of this audit on the call.

Testimonials

I came in knowing some things about investing but I lacked confidence, strategy and vision. Melissa helped me develop a strategy that works well with my lifestyle and current income. She also helped me realize I actually have a moderately aggressive risk profile which has been fun to explore. The most important thing I’ve gained is confidence. It’s so empowering to have an investment strategy you believe in and feel comfortable with. Now every month is dialed and I know exactly where my money is going and why. Melissa is INCREDIBLE.

Hannah A

Melissa brings something truly unique to the money and wealth building space. She meets you with grace exactly where you are while opening doors to accelerate your growth. Through her advice, her connections, and her ability to see what’s possible, she has helped me move faster and with more confidence.

When she spoke in my community, Queen of Millions, she gave a powerful talk that helped women see exactly where they are in their wealth journey, where they want to go, and the clear steps to get there. Melissa is future-oriented, aligned with smart risk, and shows you how to make systems work for you so your money grows with ease. She helps you build trust in yourself, expand your confidence, and align your wealth with the future you desire.

Whitney W.

Founder Queen of Millions