The Legacy Tier is our most powerful and comprehensive membership level. It’s designed for committed individuals who want a strategic, guided, and personalized approach to growing their wealth—built on proven systems and expert support. You’re not just accessing content—you’re investing in a custom roadmap to financial independence, tax optimization, and long-term security.
Financial Education Library Full Access
Get unrestricted access to 150+ hours of financial trainings, tools, and templates - from debt and investing to estate planning, taxes, and wealth transfer strategies.
Once a Month Access To the Wealth Room
Join live group sessions once a month where I answer your questions,
coach through challenges,
and dive deeper into financial
strategy.
Private Community Accountability Group
Stay connected to an engaged group of motivated wealth builders who keep you focused and consistent. Your network shapes your net worth -and this community is built to grow both.
Early Access to Courses, Content & Perks
Get first dibs on new curriculum, member tools, and product launches before anyone else - even before they go public.
Exclusive Bonuses & Content Drops
As a Legacy member, you’ll receive private bonus trainings, templates, and advanced content not available in any other tier.
Priority Invites to Special Events & Product Launches
Enjoy VIP access to private events, webinars, workshops, and launches designed for our top-tier members only.
OThis guided workbook walks you through setting intentional financial goals based on your life vision, current priorities, and long-term wealth strategy.
Use our easy-to-follow check-in system to reflect on your financial wins, uncover what’s moving the needle, and identify areas that need attention. With consistent tracking, you’ll gain clarity, stay accountable, and make smarter decisions as you build unstoppable momentum toward your goals.
You’ll receive a one-on-one review of your financial picture - and a custom-built plan designed specifically for your goals, lifestyle, and stage of life.
Sit down with a tax pro to uncover legal, overlooked ways to save more of what you earn to help you start thinking like the wealthy.
We’ll walk you through your full membership benefits and help you build a 30-day game plan to hit the ground running.
You’re In the Room — Now Step Into the Inner Circle!
As a valued Legacy Tier Member, you're already tapping into the power of our Weekly Live Sessions. But now, you have the chance to take it to the next level. For just $22, you can unlock access to our exclusive Weekly 30-Minute Q&A Sessions, designed to give you direct support, clarity, and mentorship.
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