Six months. One asset class. A plan with dates on it.
You don't need another course. You need one decision made properly and then repeated. Here is exactly how the cohort runs.
Map
We look at what you earn, what you keep, and what your time is currently priced at. Nothing gets bought yet — we're finding the highest-impact move and building your projections.
- Income and tax picture
- Cash available to deploy
- Your freedom number
Choose
One asset class: ownership. We pick the specific play that fits your capital, your risk, and how much attention you honestly have.
- One play, not five
- Written criteria
- A go / no-go number
Structure
How you own it changes what you keep. We get the entity, the accounts, and the paperwork in the right order before money moves.
- Ownership structure
- Accounts and paperwork
- Working with your own CPA
Deploy
You place the first dollar. Then we write the repeat plan, so next quarter is the same play again instead of a brand-new idea.
- First deployment
- Tracking sheet
- Next-quarter repeat plan
Focus is the strategy.
Spreading a busy professional across five asset classes is how good money gets stuck in half-finished projects. One play means you learn it, price it, and get fast enough to run it again without us.
We're education and planning support, not a manager of your money and not your CPA. You stay the owner of every decision.
