Question 1

What the WIN Monthly Access Membership Is

Accepted Answer

What the Membership Is

The WIN Monthly Access Membership provides structured access to The W.I.N. Group’s consultant-led intake, assessment, and referral process.

Rather than navigating disconnected providers or guessing where to start, members work through WIN as a single point of entry—receiving guided clarity and referrals to vetted, independent specialists across credit services, branding, digital marketing, and advisory support.

This membership is designed for individuals and organizations who value clarity, structure, and responsible execution.
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What’s Included

Membership provides:
 • Priority access to clarity calls and intake scheduling
 • Consultant-guided assessment when new needs arise
 • Referrals to vetted, independent service partners
 • Centralized onboarding and coordination for referrals

What’s Not Included

Membership does not include:
 • Execution of services by The W.I.N. Group
 • Unlimited consulting or advisory sessions
 • Ongoing management of third-party providers

All services are delivered directly by independent specialists and are contracted separately.

Membership Fee
$149 per month
 • Billed monthly
 • Cancel anytime
 • No long-term commitment
​

Question 2

Why is there a monthly membership?

Accepted Answer

Free access leads to fragmented communication, unclear expectations, and misaligned referrals. The membership allows WIN to operate with discipline, maintain standards, and ensure that time and attention are reserved for individuals who are ready to move forward responsibly.

Question 3

Why isn’t this free?

Accepted Answer

Free access leads to fragmented communication, unclear expectations, and misaligned referrals. The membership allows WIN to operate with discipline, maintain standards, and ensure that time and attention are reserved for individuals who are ready to move forward responsibly.

Question 4

Does the membership include services?

Accepted Answer

No. Membership provides access to WIN’s intake, assessment, and referral process. Services are delivered directly by independent specialists and are contracted separately.

Question 5

Do I need the membership to book a clarity call?

Accepted Answer

No. The initial 15-minute clarity call does not require membership. Membership is discussed and offered after alignment is confirmed.

Question 6

Can I cancel the membership?

Accepted Answer

Yes. Membership is billed monthly and can be canceled at any time.

Cancellation Policy:
Members may cancel at any time. Upon cancellation, access will remain active through the end of the current billing period, including all content and member benefits released during that period. No further charges will apply.

Question 7

When Membership is Required vs Optional

Accepted Answer

Membership is NOT required for:
 • The initial 15-minute clarity call
 • Exploratory conversations
 • One-time redirection or “not a fit” outcomes

Membership IS required for:
 • A client wants ongoing access to WIN for referrals
 • Multiple services or partners may be needed
 • The client wants priority access and continuity
 • The client intends to work with WIN beyond a single referral

WIN Monthly Access Membership

Two Ways to Work With WIN
You can engage with The W.I.N. Group in the way that best fits where you are right now.

Ongoing access to WIN’s intake and referral process

Priority clarity calls as needs arise

Structured onboarding and coordination

Access to WIN’s vetted partner network

Membership Fee: $149 per month
Cancel anytime.

Option 2: Start With a 15-Minute Clarity Call
WIN Monthly Access Membership

Not Sure Yet? Start With a Clarity Call.
If you’re exploring options or want to confirm fit before committing, you can begin with a brief 15-minute clarity call.

This call allows us to:

Understand what you’re looking to address

Determine whether WIN is the right fit

Recommend the most appropriate next step

There is no obligation to join the membership following the call.

Membership includes:

Ongoing access to WIN’s intake and referral process

Priority clarity calls as needs arise

Structured onboarding and coordination

Access to WIN’s vetted partner network

Membership Fee: $149 per month
Cancel anytime.

WIN Monthly Access Membership

Two Ways to Work With WIN You can engage with The W.I.N. Group in the way that best fits where you are right now.

Ongoing access to WIN’s intake and referral process

Priority clarity calls as needs arise

Structured onboarding and coordination

Access to WIN’s vetted partner network

Membership Fee: $149 per month Cancel anytime.

Option 2: Start With a 15-Minute Clarity Call WIN Monthly Access Membership Not Sure Yet? Start With a Clarity Call. If you’re exploring options or want to confirm fit before committing, you can begin with a brief 15-minute clarity call. This call allows us to:

Understand what you’re looking to address

Determine whether WIN is the right fit

Recommend the most appropriate next step

There is no obligation to join the membership following the call. Membership includes:

Ongoing access to WIN’s intake and referral process

Priority clarity calls as needs arise

Structured onboarding and coordination

Access to WIN’s vetted partner network

Membership Fee: $149 per month Cancel anytime.

Two Ways to Work With WIN
You can engage with The W.I.N. Group in the way that best fits where you are right now.

Membership Fee: $149 per month
Cancel anytime.

Option 2: Start With a 15-Minute Clarity Call
WIN Monthly Access Membership

Not Sure Yet? Start With a Clarity Call.
If you’re exploring options or want to confirm fit before committing, you can begin with a brief 15-minute clarity call.

This call allows us to:

There is no obligation to join the membership following the call.

Membership includes:

Membership Fee: $149 per month
Cancel anytime.