Private Group Coaching Program
Turn Your Income Into Financial Freedom.
You have built a strong income. You have not yet built a plan that converts it into lasting wealth and independence. Over four weeks, we fix that — with a personalized financial plan, not generic advice.
Book a free discovery call30 MIN · NO OBLIGATION · LIMITED TO 10 SEATS PER COHORT
The Problem
High earners are not supposed to struggle with money.
But most six-figure professionals have no coherent financial plan — only a collection of unconnected decisions made at different moments: a retirement account opened years ago, a brokerage account that has never been reviewed, income that arrives and disappears without a clear destination.
Financial advisors offer portfolio management, not financial architecture. Courses offer frameworks, not implementation. Neither produces what you actually need: a complete, custom plan that shows you exactly where you are, where you are going, and what to do every month to get there.
What You Walk Away With
A complete financial baseline
Exactly where your money goes, what it's doing, and what it is costing you — including what your advisor has not shown you.
A personalized investment architecture
Custom allocation and account structure calibrated to your income, timeline, and risk tolerance — not a template.
A debt and surplus sequencing plan
What to eliminate, in what order, while simultaneously building wealth — ranked by cost and compounding impact.
Your financial freedom date
A specific target tied to your actual numbers, with a monthly execution roadmap to reach it.
How It Works
4 Weeks
Duration
4 × 90min
Live sessions
Max 10
Group size
Socratic
Style
Each live session focuses on implementation of your specific situation, not passive content delivery. Recorded frameworks are provided before each session so that live time is spent on diagnosis, debate, and custom problem-solving. You build the plan during the program — it is complete by Week 4.
Background
Ivy League and Wall Street trained. Career in institutional investing, risk management, and valuation — applied at the level of major corporations and complex transactions.
Managed investment strategy and financial architecture for the founder of Vitaminwater following his $4.1 billion acquisition by Coca-Cola.
The frameworks used in this program are the same ones applied at that level.
University professor with a track record of building programs that produce measurable change — not passive learning. Socratic, contrarian, and practical by design.
Who This Is For
Professionals or entrepreneurs earning $100K or more who have not yet built a coherent financial plan
Business owners, attorneys, and executives who want institutional-level thinking applied to their personal finances
People who learn by doing — who want to understand the reasoning behind every decision, not just follow instructions
Those willing to complete the financial baseline before sessions and implement between sessions
Not a fit if
You are looking for someone to manage your money for you, or for general financial education without personalized implementation. This program builds your plan — it does not replace your judgment with someone else's.
Begin
Start with a free discovery call.
A 30-minute conversation to understand your current financial situation and determine whether the program is the right fit. No pitch. No obligation. If it is not the right match, you will leave with a clearer picture of your options regardless.
Book your discovery callCohorts are limited to 10 participants · Investment & next dates discussed on the call