Legacy Tier

For serious wealth builders ready to take full control of their financial future. If you’re ready to go beyond budgeting and start building a long-term legacy—this is where the real transformation begins.


No fluff.

No gimmicks.

Just real money growth strategies.

ONLY $69

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.

What You’ll Get Inside

No more confusion. No more overwhelm.

Just proven steps to grow your net worth and build real, lifelong wealth.

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.

PLUS BONUSES WORTH $5000

BONUS #1: Digital Wealth Planning Kit

Our premium digital toolkit includes everything you need to map your financial future, organize your documents, track your net worth, and implement your plan with precision.

BONUS #2: Quarterly Goal-Setting Workbook

OThis guided workbook walks you through setting intentional financial goals based on your life vision, current priorities, and long-term wealth strategy.

BONUS #3: Progress Check-In Template

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.

BONUS #4: Wealth Planning Assessment

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.

BONUS #5: Tax Strategy Session

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.

BONUS #6: Exclusive Onboarding Session

We’ll walk you through your full membership benefits and help you build a 30-day game plan to hit the ground running.

OPTION: Upgrade Your Legacy Membership

Add Weekly Q&A Access for Just $22

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.

What Others Say

Who's This Perfect For

You want personalized guidance, not just general advice

You’re ready to implement tax strategies, not just save receipts

You want to build wealth that outlives you - not just cover bills

You’re looking for a high-level community and expert-led support

You know consistency + strategy = generational change

This is your financial power move.

The Legacy Tier gives you everything you need to master your money and start building a life your future self and family will thank you for.


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