The Wealth Strategy Experience
Stop Guessing With Your Money. Start Building Real Wealth.
If you’re making good money but still feel unsure about your financial strategy… you’re not alone.
Most people aren’t lacking income—they’re lacking a clear, cohesive plan.
Led by Sherron Permashwar, CPA, PFS & Wealth Strategist, creator of the 3M Wealth Formula, this experience is designed to bring clarity, structure, and direction to how your money actually works.
Is This the Right Fit for You?
Who This Session Is For
This Session Is For You If…
You earn well—but your money isn’t fully working for you yet.
You’ve built wealth, but lack a clear and cohesive strategy.
You’re ready to move from reactive moves to intentional building.
You value thoughtful strategy—not guesswork or generic advice.
Who This Experience Is Not For
This Is Not the Right Fit If…
You’re looking for stock tips or quick “what should I invest in” answers.
You need basic budgeting, debt payoff, or early-stage guidance.
You’re just getting started and not yet focused on strategy.
You prefer quick fixes over long-term, intentional planning.
This 45-minute session is designed to give you focused insight and meaningful direction—not to solve everything at once.
What Happens During Your Clarity Session
In our time together, we will:
Take a high-level look at your current financial picture.
Identify key gaps, inefficiencies, or missed opportunities.
Answer your most important financial questions.
Help you prioritize your next steps with clarity and intention.
The Tranformation
You won’t leave with more information—you’ll leave with:
A clearer understanding of how your finances are working.
Direction on what to do next.
Greater confidence in your financial decisions
Your Investment
Before you make another financial decision on your own, consider the cost of staying unclear or missing opportunities because you lack the right structure.
In just 45 minutes, you’ll gain a professional, objective perspective and clear next steps
Investment: $275
If you choose to continue with a Wealth Strategy Session or The Wealth Intensive, your $275 Clarity Session investment will be applied toward your next level of support.
For some, this session provides the clarity they need to move forward confidently. For others, it becomes the foundation for building a more comprehensive wealth strategy.
Let’s Build Your Rich Life
There’s a level of support designed for exactly where you are right now.
WEALTH CLARITY SESSION
For focused insight and immediate direction.
The perfect starting point to cut through the noise and identify key gaps.
Investment: $275
Wealth Strategy Session
(Most Popular)
For a personalized plan and structured direction.
A 90-minute deep-dive where your financial strategy begins to take shape. We organize your income, investments, and decisions into a cohesive roadmap.
Investment: $995
THE Wealth Intensive
For high-level, personalized wealth transformation.
A private, high-touch experience for individuals ready to take full ownership of their financial future.
Investment: $3,495
You Don’t Need More Information—You Need a Plan.
Clarity doesn’t come from more information—it comes from having a strategy that actually fits your life. The difference between where you are now and where you want to be isn’t luck.
It’s direction.
Client Experiences
"Sherron tells finance like it is. By following her guidance, I learned that smart money management isn’t about how much you make—it’s about how you use it. She provides clear advice and practical tools that build real financial common sense and lasting confidence."
Melody Domb
Retired Nurse & Investor
"Sherron is a powerhouse in financial education and empowerment. As a CPA, motivational speaker, and financial educator, she has a rare ability to turn complex financial concepts into clear, actionable strategies. Her presentation, “How to Keep Your Business from Failing,” was insightful, engaging, and immediately applicable."
Stephanie Edison
Realtor & Founder, The Edison Group
"Finding a CPA who truly understands how to maximize profits while minimizing tax liabilities is rare. For over twenty years, Sherron Permashwar has been that expert for Issa Homes. Her strategic tax planning and business advisory guidance have consistently delivered significant savings through sound, innovative financial structures. Sherron’s proactive approach to tax strategy and wealth preservation has played a key role in our sustained profitability, growth, and asset protection."
Francis J. Issa
Founder & Chairman, Issa Homes, Inc.
"Sherron completely changed how I think about money. Through her 3M method and everyday guidance, she helped me make smarter financial decisions that saved me money and brought real peace of mind. Her advice is practical, experience-based, and genuinely life-changing."
Jennifer Lafrance
The Lafrance Project
Your Next Step Starts Here.
Clarity leads to better decisions. Better decisions lead to better results.
More Client Experiences
"I’ve known Sherron for nearly 15 years and have seen her evolve throughout her financial career. She has always had a unique, thoughtful perspective on money, and her guidance is practical, empowering, and refreshingly clear. She breaks financial concepts down in a way that feels actionable and never overwhelming. Her focus on being proactive rather than reactive has helped me approach both business and personal finances with greater intention and confidence. Sherron is client-centered, judgment-free, and genuinely committed to helping people feel informed and in control of their money."
Michela A. Green
Executive Director, Greater Wellington Chamber
"Sherron has a rare gift for making money goals feel approachable, stress-free, and truly possible. Before working with her, I carried a lot of stress and self-judgment around past financial mistakes. Through her guidance, I learned to approach my money from a grounded place rather than a reactive one. What sets Sherron apart is how she blends strategy with mindset. She doesn’t just help you build a plan—she helps you release shame, move forward with clarity, and create a financial life that aligns with your values while still enjoying the journey. Her approach creates real, lasting change."
Sahily Picon, Esq., Eximius Legal
"As a CPA, I respect financial planning that goes beyond numbers. Sherron’s approach helps women reconnect with their motivation around money, shift the mindset that keeps them stuck, and implement practical strategies that actually work in real life. Her guidance bridges professional rigor with real-world application, making it especially effective for women seeking clarity and confidence with their money"
Francine H Alperstein CPA
Francine H Alperstein CPA PA
"Sherron’s philosophy—that we are responsible for educating ourselves and taking ownership of our financial future—has always resonated deeply with me. Her approach is refreshingly straightforward and empowering: no one else will build your wealth for you. Through practical tools and clear strategies, Sherron shows how to make money work for you instead of simply earning it and letting it sit in a bank account. Her passion for what’s possible in wealth creation is both motivating and inspiring."
Maureen Brennan
Iconica Polo Team | Aqua-TEC Equine Conditioning & Therapy Center