Choose Your Path to Values-Aligned Wealth

Three distinct journeys to help you move from success to significance

Each program includes our proprietary 5-tool framework—designed to bring clarity, alignment, and legacy to your financial decisions

Not Sure Which Path Is Right for You?

Start with the Values & Legacy Workshop to get clarity on your core values and "enough" number. Need complete transformation with implementation support? The Legacy Blueprint Intensive gives you everything. Ready for the ultimate concierge experience? The Aligned Wealth Immersive Retreat™ brings me to you for two full days of life-changing work.

Values & Legacy Workshop

Get Crystal Clear on What Matters

$997

One-time investment

Half-Day Virtual Intensive (3-4 hours)

Values Assessment Tool — Identify what truly matters beyond the numbers
Your Enough Number Calculator — Define your lifestyle and legacy "enough"
Legacy Canvas — Visual framework for your long-term vision
Decision Framework — Filter for every future financial choice
Financial snapshot dashboard template — Track your key metrics
Clarity on your top 3 values and biggest gaps
PDF action plan with next steps

Start with Workshop

Legacy Blueprint Intensive

Complete Toolkit + Guidance

$2,497

One-time investment

Full-Day Virtual Intensive (6-8 hours over 1-2 days)

All 5 Proprietary Tools — Complete framework suite delivered
Values Assessment + Enough Number — Deep dive into clarity
Legacy Canvas + Decision Framework — Built together in session
Wealth Alignment Scorecard — Track progress across 7 categories
Personalized monthly dashboard — Your key business metrics tracked
Complete values-wealth alignment strategy
Legacy architecture and vision mapping
Implementation roadmap (30/60/90 days)
One 60-minute follow-up session at Day 30
Email support for 30 days post-intensive

Choose Blueprint

Aligned Wealth Immersive Retreat™

White-Glove Transformation

$6,997

Premium on-site experience

2-Day On-Site Intensive (I Come to YOU) + 60-Day Support

Everything from Blueprint Intensive — All tools, all frameworks
On-site at YOUR location — Your home office or business
2 full days of intensive work — Face-to-face deep transformation
Work with your actual records — I see the real numbers, not just reports
Bespoke Financial Command Center — Custom dashboards built together on-site
Real-time data automation setup — Monthly updates configured live
Deep relational values work in your environment
Legacy vision mapping with full context
Meet spouse/partner if desired (naturally, in your space)
Two 90-minute follow-up sessions (Day 30 & Day 60)
Voxer/Marco Polo access for 60 days — Ongoing support
Quarterly check-in (Month 4) to ensure momentum

Book Immersive

At-a-Glance Comparison

What's Included	Workshop $997	Blueprint $2,497	Immersive $6,997
Format	Half-day virtual	Full-day virtual	2-day on-site
Values Assessment Tool	✓	✓	✓
Your Enough Number Calculator	✓	✓	✓
Legacy Canvas	✓	✓	✓
Decision Framework	✓	✓	✓
Wealth Alignment Scorecard	—	✓	✓
Personalized Financial Dashboard	Template only	✓ Monthly	✓ Custom-built on-site
Follow-Up Sessions	—	1 session (Day 30)	2 sessions + Month 4 check-in
Ongoing Support	—	30 days email	60 days Voxer/Marco Polo
Work with Actual Records	—	—	✓ On-site access
Best For	DIY implementers	Guided transformation	White-glove experience

The 5 Proprietary Tools You'll Receive

Professional frameworks you'll use for years to come

Values Assessment Tool

Score your life values on importance vs. alignment, identify gaps, and discover what truly matters beyond the numbers

Your Enough Number Calculator

Define your "enough" across lifestyle needs and legacy impact, with automatic calculation of your total wealth target

Legacy Canvas

One-page visual framework mapping WHO you impact, HOW you contribute, WHEN milestones occur, and WHAT resources you deploy

Values-Aligned Decision Framework

Three-filter system for evaluating any major financial decision through values, wisdom, and impact lenses

Wealth Alignment Scorecard

Track your progress across 7 alignment categories over time, with visual metrics showing your transformation journey

Ready to Align Your Wealth with Your Values?

Choose the path that feels right for where you are in your journey. Every option includes our proven framework—the difference is in the depth of support and implementation.

Schedule a Call to Discuss

Still not sure which path is right? Book a complimentary 20-minute clarity call and we'll walk through your situation together. I'll help you choose the option that fits your goals, timeline, and readiness for transformation.