Rapid-Results Guidance

Massive Positive Results. Minimum Overwhelm

Frequent sessions with bite-sized action steps have proven to be the best way to get massive positive results and minimum overwhelm for clients.

Each session is usually 30-60 minutes.

At the end of a session, you’ll be given a simple, bite-sized action step to complete as homework. Depending on the task, we’ll often send a supporting video, article, pdf, or other resources to help you move forward.

After completing the action step you schedule your next guidance meeting.

It’s that simple.

Six months of guidance sessions, and video Q&A access in between costs $3,000.

How the process works

The Right Support At The Right Time

We’ll always aim to get big results fast. We tackle the lowest hanging fruit first. Depending on your current situation, we may choose to focus on one of the following areas:

Financial Foundation Coaching

Bogged down by financial challenges? Clarity and sweet progress await you beyond the Mire Of Overwhelm. Onward!

  • Create a solid financial foundation, Increase self-knowledge, Improve your money mindset & Gain clarity
  • Streamline account structure, Set up systems, Apps & organization
  • Form proper business entities
  • Review insurances, Asset protection
  • Create an estate plan

Cash Flow Optimization

Here! Take these proven strategies that will let you keep more of what you make, without sacrificing quality of life on the way.

  • Boost efficiency & Stop money leaks
  • Improve your credit score
  • Restructure debts
  • Reduce taxes, Interest, Risk, Volatility, Inflation & Depreciation expenses
  • Earn free reward travel with credit card points
  • Practice geo-arbitrage
  • Transform liabilities into assets
  • Revive dead assets & Activate dormant equity
  • Increase income
Apply to work with us one-on-one

Next-Level Banking Education

It is said that once one understands the arcane ways in which money works, only then will they gain the clarity to know for certain what direction to take.

  • Set up a banking policy
  • Understand infinite banking
  • Learn velocity banking
  • Determine your personal baseline PC (Parking Cost) and DC (Deployment Cost) of your capital.
  • Maintain liquidity
  • Benefit from arbitrage
  • Increase your velocity of money
  • Reduce opportunity cost
  • Use leverage
  • Recapture debt
  • Buy your own net worth for pennies on the dollar

Investor Guidance

A wise traveler must prepare well for the road ahead. Without a strong guiding light, many poor souls will be attacked by bandits, conned by charlatans, get sidetracked, or lose their way altogether.

  • Determine your personal ‘Why’, ‘What’, & finally ‘How’
  • Develop an investor philosophy
  • De-couple risk from reward
  • Minimize risk
  • Increase ROI (Return On Investment)
  • Increase ROTI (Return On Time Invested)
  • Leverage wisely
  • Maximize liquidity and cash flow

Real Estate Consulting

Setting out to purchase a property? Let us guide you through the brambles of the acquisition process from start to finish.

  • Get step-by-step guidance from a personal investment advocate
  • Increase your credit score
  • Improve your DTI (Debt-To-Income ratio)
  • Secure the best financing
  • Research markets
  • Develop an investment strategy
  • Explore exit strategies
  • Make offers & counteroffers
  • Win seller credits
  • Reduce closing costs
  • Lower your down payment
  • Navigate inspections
  • Benefit from depreciation & tax deductions
How To Get Started