ATTENTION: High-Income Professionals

You Make Great Money — It’s Time Your Finances Reflect That.

Explore high-level financial coaching experiences tailored for ambitious professionals ready to take control of their money, eliminate stress, and build a purpose-driven financial system.

Does this sound familiar?

"I make good money, but I have nothing to show for it.”
Despite a six-figure salary, your savings feel scattered, debt still lingers, and you're not sure where your money is going each month.

“I’m smart in my career — but when it comes to money, I feel lost.”
You’ve mastered your profession, but personal finance still feels like a mystery. You’ve tried budgeting apps and YouTube advice, but nothing seems to stick..

“I know I should be doing more but I’m too busy and overwhelmed to figure it out.”
Between work, family, and life, you haven’t had time to create a real financial strategy. You want clarity and control — not another thing on your to-do list.

If any of that sounds like you… you’re not alone. And you don’t have to figure it out on your own anymore.

Don't worry, we can help!

Who's This Perfect For

Corporate Executives

Physicians/Surgeons

Attorneys

Business Owners

Tech Professionals

Real Estate experts

Consultants/Coaches

healthcare specialists

Creators/Influencers

PRICING

Choose Your Plan

Which Path Matches Where You Are Right Now?

The 4-Week Fix

Program

$997

Best for: Professionals needing a fast, focused reset

Personalized 90-day money plan
Weekly 1-on-1 coaching calls
Discover where your money is going
Simple system to eliminate financial stress

Get Started Now

MOST POPULAR

The Financial Reset Program

$10,000

Best for: High-income earners ready to build a real financial system.

Full audit of your finances & lifestyle
Custom-built financial system
Bi-weekly private coaching for 90 days
Tools, templates & support between sessions

Apply Today

The Private CFO Experience

$100,000

Best for: Elite earners seeking financial partnership

Weekly or on-demand strategic calls
Concierge access for real-time support
Lifestyle, investing, and legacy strategy
White-glove collaboration with your CPA, attorney, etc.

Request Invite

Program Comparison

Feature/Benefit

Pricing

Duration

Coaching Calls

Financial Audit

Custom Plan

Support Between Calls

Investment Guidance

Debt Planning

Lifestyle Planning

Team Collaboration

Progress Tracking

Tool Access

Exclusivity

4-Week Fix Program

$997

4 weeks

4 private sessions

Quick start audit

Personalized roadmap

Elimination strategy

Wrap-up call

Core templates

Open enrollment

Financial Reset Program

$10,000

3 months

6 bi-weekly strategy calls

Full financial + lifestyle audit

Full financial operating system

Email + voice note (during term)

Foundational blueprint

Advanced planning

Optional alignment coaching

Midpoint + final reviews

Full digital vault

Limited spots

Private CFO Experience

$100,000

12 months

Weekly or on-demand private calls

Executive level strategic audit

Custom-built from scratch

Concierge access (voice, text, email)

Strategic asset & portfolio review

Integrated with asset structure

Legacy + lifestyle-based planning

Direct support w/ CPA, attorney, etc.

Quarterly reports + executive summary

100% custom solutions

Application-only, invite-based

STILL NOT SURE?

Frequently Asked Questions

We get it — investing in coaching is a big decision, and you probably have a few questions. These are the exact things high-income professionals often ask before taking the next step toward financial clarity and control.

1. What exactly do we cover in the coaching sessions?

Every session is customized to your goals and financial situation. We may focus on budgeting, cash flow, debt strategy, saving for big purchases, investing, or structuring your entire financial system — depending on your tier and what you need most.

2. I already make good money — do I really need financial coaching?

High income doesn’t automatically mean financial clarity. In fact, many of my clients earn six figures or more but still feel stuck, disorganized, or unsure of how to make the most of it. Coaching helps you turn your income into a real strategy — not just a paycheck.

3. Is this coaching virtual or in-person?

All coaching is conducted virtually via Zoom or video call for maximum flexibility. Whether you're across the country or around the corner, you’ll get high-level support from the comfort of your own space.

4. What if I’m not sure which coaching program is right for me?

No problem — that’s what the application call is for. We’ll talk through your goals, your current financial picture, and make sure you’re choosing the offer that fits your stage of life and level of support needed.

TRY IT RISK FREE

100% Money Back Guarantee

I stand behind every coaching experience I offer — because I’ve seen what happens when the right person gets the right plan and support.

If you show up, do the work, and feel like you didn’t receive real clarity, value, or direction — I’ll give you 100% of your money back. No pressure. No hassle. No hard feelings.

This guarantee exists not to protect me — but to protect you. Because you shouldn’t have to gamble on your own growth.