The Aligned Wealth Pathway
A Framework for Purposeful Wealth

The Aligned
Wealth Pathway

Four deeply personalized engagements — each one building on the last — designed to move you from financial clarity to a fully expressed legacy.

I
Tier 1 · Entry Point
Financial Stewardship
Clarity Session
$497
90-Minute Virtual Session
A focused diagnostic to surface where you are financially, where the gaps are, and what needs your attention first. You leave with a clear picture of your current reality and a prioritized action list — no fluff, no overwhelm.
Financial snapshot Gap analysis Priority action list Stewardship scorecard
Clarity on where you are opens the door to defining where you're going
II
Tier 2 · Foundation
Values & Legacy
Clarity Workshop
$997
Half-Day Virtual Intensive · 3–4 Hours
A half-day immersion to define what wealth is actually for. You'll identify your core values, calculate your Enough Number, build your Legacy Canvas, and walk away with a decision framework you'll use for every financial choice going forward.
Values assessment Enough Number Legacy Canvas Decision framework PDF action plan
Your values and vision become the blueprint for a comprehensive wealth strategy
III
Tier 3 · Strategy
Legacy Blueprint
Intensive
$3,997
Full-Day Virtual Intensive · 6–8 Hours
A full-day deep dive that translates your values and vision into a concrete, personalized wealth strategy. We build your legacy blueprint — covering wealth protection, tax efficiency, generosity planning, and a 3-year financial roadmap aligned to your enough number.
Legacy blueprint 3-year roadmap Protection strategy Generosity plan Tax framework
Strategy without immersion is a plan. Immersion turns it into a transformation.
IV
Tier 4 · Transformation
Aligned Wealth
Immersive Retreat™
By Application
Multi-Day In-Person Retreat · Private & Exclusive
The pinnacle of the pathway. A private, multi-day in-person experience for those ready to fully align their wealth with their purpose. Every element is personalized — from pre-retreat deep dives to post-retreat implementation support. Limited engagements per year.
Full wealth alignment Private retreat experience Implementation support Legacy estate strategy Ongoing access
Every journey begins with a single step.

Most clients start at Tier 1 or 2 and move through the pathway as their clarity — and confidence — grows. There's no wrong place to begin.

Begin Your Pathway
alignedwealthpathway.com