Memberships
Training
$495 / mo
No joining fee
For people who want to DIY
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Unlimited access to all courses
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Unlimited downloads
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Access to community discussions
Personal Coaching
$1,695 / mo
$9,995 One-time onboarding
For people who want to learn and get ongoing guidance from an experienced expert
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Everything in Training plus...
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Personal coach (and their phone number)
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Customized roadmap and project plan
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Contact your coach for help/support as things come up
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Monthly accountability and progress meeting
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Tax return review
Consulting
$6,995 / mo
No joining fee
For families who want someone else to execute projects and initiatives
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Everything in Personal Coaching plus...
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We run your initiatives for you and directly interact with your advisors
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Weekly status email
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We manage your Cash Consolidation System for you
Not sure which option is best for you? Let's talk.
You've got questions. We've got answers. No reason to wait for our next webinar or conference. Request a free 15-minute consultation with one of our strategists today.
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