SERVICES
Coaching
Plans
We offer a range of coaching services designed to meet the diverse needs of our clients. Whether you are looking for personal coaching, business coaching, or team development, we have a program that can help you succeed.
Free Sessions
Get Notified - Upcoming meet-ups, webinars and sponsored events
Choose Your Plan
PERSONAL COACHING LEVELS
Mastermind session
Mastermind Sessions only
1-hr sessions
No contract
Various coaching topics & strategies:
Personal Finance (creating a budget, discovering your own money scripts)
AI tools for personal or business
Personal Development / Mindset Coaching
Accountability group log
Virtual group Q&A office hours
Elevate
6 sessions - every other month*
1-hr sessions
12-month contracts
Email access
Various coaching topics & strategies:
Personal Finance (creating a budget, discovering your own money scripts)
AI tools for personal or business
Personal Development / Mindset Coaching
Personal accountability group log
Virtual group Q&A office hours
Virtual weekly group Q&A office hours
Coaching to meet your goals
Personal 1-on-1 coaching to initiate your journey: Personal Development, Decision Making, Financial, Accountability, etc.)
Pinnacle
12 monthly sessions*
1-hr sessions
12-month contracts
Email & text msg access
Various coaching topics & strategies:
Personal Finance (creating a budget, discovering your own money scripts)
AI tools for personal or business
Personal Development / Mindset Coaching
Personal accountability group log
Virtual group Q&A office hours
Virtual weekly group Q&A office hours
Coaching to meet your goals
Personal 1-on-1 coaching to initiate your journey: Personal Development, Decision Making, Financial, Accountability, etc.)
Access to Clone
*Sessions are in-person or virtual, make-up sessions can be arranged
TEAM COACHING LEVELS
Synchronicity
24 sessions over 6 months
4 in-person or Online session per month (client- or customer-focused)
Make-up sessions can be arranged
1-hr sessions
6-month contracts
Email & text msg access
Various coaching topics & strategies:
Social Selling - Lead Handling
Velocity Banking Strategies
Infinite Banking Strategies
Business and Marketing Strategies
Arbitrage Investing
Cashflow Investing
Team Bulding Events
The Two-Line Cash-Flow Playbook: Managing Credit Like Mario Fixes Pipes
Learn how to manage two lines of credit—HELOC and policy loans—like a pro plumber. Keep your cash flowing, avoid clogs, and level up your wealth. ...more
Coaching ,Finance
September 26, 2025•3 min read
Whole Life Insurance: 90/10 vs. 37/63 (60/40) – What You Need to Know
Learn the difference between 90/10 and 37/63 whole life insurance designs, how MEC rules apply, and how to align policies with your financial goals. ...more
Coaching ,Finance
September 25, 2025•3 min read
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