King Life

your money. your home. your future. all in one place.

Most people have one person for taxes, another for real estate, and maybe another for financial coaching, but nobody connecting the dots. That means missed opportunities, higher taxes, and more stress. At Petra Worldwide, we bring it all together. You get a trusted partner to guide your taxes, real estate, and money management year-round, so you can grow wealth with confidence.

PETRA CONCIERGE

What's Included

King Life Silver Membership – Foundation 

 

  • Ideal for: Individuals, first-time homeowners, early-career professionals. 


Includes: 

  • Free initial consultation. 
  • Annual income tax preparation (individual return, federal & state). 
  • One 60-minute financial review session per year. 
  • Up to two real estate transaction consultations per year (buy/sell/refi review). 
  • Personalized budgeting with goal-setting worksheet. 
  • Email support for tax/financial questions. 
     

Pricing: $125/monthly, 12-month commitment 



King Life Gold Membership – Growth 

 

  • Ideal for: Sole Proprietor business owners, families, and professionals with real estate transactions. 


Includes: 

  • Everything in Silver. 
  • Unlimited real estate transaction consultations (buy/sell/refi review). 
  • Quarterly accountability coaching sessions (budget, debt, savings progress). 
  • Tax planning strategies session before year-end. 
  • Guidance on investment property deductions / rental schedules if applicable. 



Pricing: $275/monthly, 12-month commitment 



King Life Platinum Membership – Wealth Builder 

  • Ideal for: Real estate investors, high-income professionals, and retirees optimizing cash flow. 


Includes: 

  • Everything in Gold. 
  • Priority access for real estate transaction services. 
  • Unlimited coaching & advising sessions (tax, budgeting, real estate strategy). 
  • Representation in case of IRS/state notices (reasonable limits). 
  • Annual family wealth planning session (legacy, trusts, or advanced planning). 


Pricing: $595/monthly, 12-month commitment 


Why Choose a King Life Membership? 

  • Save Thousands in taxes by planning, not just filing. 
  • Build Wealth Through Real Estate with expert insight into buying, selling, and investing. 
  • Stay on Track with personalized coaching, accountability, and financial education. 
  • One Advisor, Many Solutions—no more piecing things together. 
     

How It Works 

  1. Choose Your Membership Tier – Select the plan that fits your needs. 
  2. Schedule a Free Consultation – We’ll review your situation and goals. 
  3. Partner Year-Round – We handle taxes, real estate, and money coaching, so you can focus on life. 
     


The Right Support Brings Everything Into Focus

For entrepreneurs, business owners, and families, the lines between work and life often blur. Important tasks like tax planning, property decisions, and long-term organization tend to get pushed aside by day-to-day demands.


This membership helps you stay ahead by providing a steady, structured team to manage what matters.

TESTIMONIALS

Voices of Success from Our Clients

Discover the inspiring success stories and positive experiences of our clients at Petra Worldwide. Our clients have witnessed firsthand how we bring together every aspect of their financial life.

“The team at Petra Worldwide are an awesome resource to have in your corner. Their hands on approach to helping clients understand complex accounting and tax matters is priceless. They have provided valuable insight and strategies over the years."

Jsolo Entertainment Enterprise

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"We have had the privilege of working with the team at Petra Worldwide Since our church opened in 2013. They have been very supportive in getting our church off the ground. They provided expert advice and leadership with mortgage applications, tax reporting, accounting, and budgeting”

Florida Church of God

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“I was under IRS Audit and really wanted it to be over. When I wanted to just pay the amount the IRS said I owed, the team at Petra encouraged me to continue the fight. They submitted the required documents and escalated my case. We won the challenge and only had to pay a faction of the original amount.”

William

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CONTACT US

Let’s Build the Right Framework Around What You’ve Built

Whether you’re growing your business, navigating new opportunities, or simply looking for a smarter way to manage life’s moving parts, we’re here to help you bring structure to what matters most.


Fill out the form below to connect with our team. We’ll walk you through how Petra Concierge works, answer your questions, and help you decide if it’s the right fit for where you are and where you’re headed.