4 Weekly Live Coaching Calls (60 Minutes Each)
(Total Value = $2,999)
Live Google Meet sessions where we walk through each phase of the system, answer questions in real time, and make sure you’re applying everything correctly.

Recorded Modules For Convenient Viewing
(Total Value = $197)
All core lessons and calls from each week are recorded so if you can't make it to a live call, you have all the material recorded to view at your convenience.

Private Cohort Community
(Total Value = $777/year)
A small, focused group of like-minded investors going through the program together for accountability and discussion.

Asset Allocation And Risk Assessment Tools
(Total Value = $397)
Tools that help you determine how much risk makes sense for you and how your portfolio should be structured around that.

​Rebalancing And Contribution Frameworks
(Total Value = $397)
Clear rules for when to rebalance and how to invest consistently, without guessing or reacting to market noise.

Withdrawal And Income Planning Tools
(Total Value = $197)
Frameworks to help you think through income, withdrawals, and long-term sustainability as your portfolio grows.

Portfolio Review And Long-Term Roadmap
(Total Value = $2,997)
A structured review of your plan and a clear roadmap so you know exactly how to move forward after the program ends.

BONUS 1: The "Am I On Track?" Retirement Calculator
(Total Value = $144)

A simple tool with a walkthrough showing whether your current savings rate gets you to your target retirement age, and exactly what closing any gap would require.

BONUS 2: The "What To Ask Your CPA" Guide
(Total Value = $397)

A 1-page reference of specific questions to bring to your next tax meeting, organized by your situation.