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You are not behind. You are early. Pick your stage now. Then grow into the next one.
Done With You or Do It Yourself · Each tier has its own stage mastermind and classroom
Results are not the same for everyone. Your results depend on your work, your license and your market. Goals on this site are not promises. See our Earnings Disclaimer.
We are a GoHighLevel partner. We may get paid if you sign up with our link. It costs you nothing more. HighLevel sets its own prices.
Wealth Financial Investing Group in Chattanooga, TN offers Formula 100. Life and health insurance agents get one CRM system. It grows from Bronze to Silver, Gold and Platinum. With Done With You, our team builds and runs it. With Do It Yourself, you run your own GoHighLevel account.
Updated October 22, 2026 · Checked by Travis Pace, founder
Which stage are you in?
Every stage gets the same CRM, reviews and tools. Only your focus changes.
Bronze
Building trust and your first clients.
See Bronze →Silver
Running your own ads and protecting what you earn.
See Silver →Gold
Building your team and getting your time back.
See Gold →Platinum
Creating agencies and planning your exit.
See Platinum →Is Done With You right for you?
Both tracks use the same Formula 100 system. The change is who runs it.
Done With You fits if
- You want the WFIG team to build and run it
- You want weekly coaching and peers at your stage
- You would rather sell than learn software
DIY may fit better if
- You like to build and run software yourself
- You want your own GoHighLevel account from day one
- You don't need coaching or a stage group now
What every tier includes
Each stage builds on the last. Nothing you set up goes to waste.
One CRM and pipeline
Every lead, call and booking in one place.
AI replies and campaigns
Comments, DMs and texts get fast replies. Follow-up runs itself.
Social planner
Post to all your platforms from one calendar.
Google Business and reviews
Listings, review asks and video reviews. They build local trust.
Stage mastermind community
Peers at your exact stage. Never a crowd of strangers.
Stage-only classroom
Bronze sees Bronze lessons. Gold sees Gold. You focus on your phase.
Three steps to your package.
Not sure where you fit? Step one is for that.
Find your stage
Take the free strategy audit or a short intro call. It shows which stage fits you now.
Pick your track
Pick Done With You with the WFIG team. Or pick your own DIY GoHighLevel account.
Start your phases
We set up your system. You start phase one with your stage group.
Compare the four stages.
Bronze and Gold show prices. Silver and Platinum prices come on your intro call.
| What you get | Bronze | Silver | Gold | Platinum |
|---|---|---|---|---|
| Price | $297 every 4 weeks | Intro call | $2,997 every 4 weeks | Intro call |
| Your stage | Building trust and your first clients | Running your own ads and protecting what you earn | Building your team and getting your time back | Creating agencies and planning your exit |
| F100 CRM, AI replies and pipeline | ✓ | ✓ | ✓ | ✓ |
| Campaigns and social planner | ✓ | ✓ | ✓ | ✓ |
| Google Business, listings and reviews | ✓ | ✓ | ✓ | ✓ |
| Websites, funnels, webinars and community | ✓ | ✓ | ✓ | ✓ |
| A lead-to-close plan you can repeat | — | ✓ | ✓ | ✓ |
| Ads that bring leads you own | — | ✓ | ✓ | ✓ |
| WealthShield™, FundReady™ and IBC education | — | ✓ | ✓ | ✓ |
| Tax and retirement education | — | ✓ | ✓ | ✓ |
| Recruit, onboard and train your team | — | — | ✓ | ✓ |
| Your system copied for each agent | — | — | ✓ | ✓ |
| One-time onboarding | — | — | ✓ | ✓ |
| F100 in your brand for agencies below you | — | — | — | ✓ |
| Learn how to get ready to exit | — | — | — | ✓ |
| Stage mastermind community | ✓ | ✓ | ✓ | ✓ |
| Classroom for your stage only | ✓ | ✓ | ✓ | ✓ |
Rather build it yourself?
DIY gives you your own GoHighLevel account. It comes with Formula 100 snapshots. You run it. WFIG does not.
Your own GHL account
Set up with the WFIG GoHighLevel affiliate link. In your name. Run by you.
Formula 100 snapshots
Pipelines, campaigns and pages come loaded in. You skip the blank start.
Plans for your size
New Agents, New Agency and New Corporate plans. They grow with you.
We are a GoHighLevel partner. We may get paid if you sign up with our link. It costs you nothing more. HighLevel sets its own prices.
Pick your DIY plan.
Done With You checkouts are on each tier's page. These plans are for your own account.
DIY New Agents
- Your own GoHighLevel account
- Formula 100 snapshots loaded in
- You run it yourself
DIY New Agents, Yearly
- Everything in DIY New Agents
- One charge a year, not 13
DIY New Agency
- For agencies with a growing team
- Monthly or yearly plans
- Checkout set on your intro call
DIY New Corporate
- For big groups with many teams
- Formula 100 snapshots loaded in
- You run it yourself
DIY New Corporate, Yearly
- Everything in DIY New Corporate
- One charge a year, not 13
Safe checkout by SamCart. Plans billed every 4 weeks bill 13 times a year. HighLevel sets GoHighLevel prices. They may change. Our Refund Policy link shows before you pay.
Not sure? Take the audit.
A few questions show your stage and next step. It costs nothing.
Package questions, answered first
What's the difference between Done With You and DIY?
Done With You means our team runs your GoHighLevel sub-account. DIY means you get your own GoHighLevel account. It comes through our affiliate link with Formula 100 snapshots. You run it yourself.
Why do only Bronze and Gold show prices?
Silver and Platinum are fit to your business. So we share their prices on a short intro call.
What does every 4 weeks mean?
Plans charge every 28 days. That is 13 charges a year, not 12. Annual plans charge once a year.
Are communities extra?
No. Each Done With You tier has its stage mastermind community. You also get a classroom just for your stage.
Can I move up a stage later?
Yes. Each stage builds on the same system. Moving up adds tools. You never start over.
Find your stage today.
One short call or a free audit. Then you know where to start.