Personal Wealth Plan
Coaching Program

Your 90 Day Million Dollar Strategy Mastermind

Develop a 5-Year Personal Action Plan to Build Financial Freedom & Generational Wealth with our Expert Coaches & Like-Minded Peers. Leverage Your Skills to Build Wealth Without Sacrificing Your Values. No Knowledge on Wealth Creation or Investing Experience Required.

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Pre-Enroll Now
June 2022

Next Program Launches June 2022, Only 15 spaces are still available.

“I’m here because I’m tired of just talking about it! I want to take some action, but I don’t know exactly what that action is. Every time I have tried, I lose motivation or get stuck in analysis mode.”

DO YOU WANT

FINANCIAL FREEDOM?

The Personal Wealth Plan Mastermind is a 3-month small group coaching program that will help you create a step-by-step plan to grow your wealth, in just 3-4 hours a week. Everyone’s experience and challenges with money are very personal. Through bi-weekly calls, pre-recorded lessons, and self-assessment tools, we’ll not only help find your best path to boost your income, invest wisely, and leverage your time more effectively, but we’ll also provide you the inspiration and accountability to actually follow through on your promises to yourself.

Information alone -without structure, personalization, and accountability -often isn’t enough to actually move the needle on your financial goals. Our time and attention are being pulled in every direction, and finding the focus and motivation to consistently hit your goals is harder than ever. This is why it’s so beneficial to have a small, structured cohort of like-minded, like-hearted people guided by a high-performance coach. 

Simply Put, The Results Are Undeniable!

As a member, I’ve been getting so much value from this group, and I’m so grateful. The intimacy of communication, the tangible strategies, the clear tools for implementation, the subjective and specific solutions to problem-solving, the honesty and the authenticity, the sense of belonging, the availability of the coaches, the contribution of the community…and MORE! Should I go on? Simply put, the results are undeniable… SO ARE YOU READY TO LIVE YOUR EPIC LIFE?
Crishone ‘Chrome’ J.
Washington, DC.

I LOVE being part of the Personal Wealth Plan Coaching group!! It’s the BEST!

You guys delivered EXACTLY what you promised to. I came into the Personal Wealth Plan group feeling pretty lost with how to proceed with my money, and I love that now, the path feels totally demystified. The practical stuff Money Club taught me is so clear and solid gold! But also, my emotions around my ability to build wealth have shifted too. I’m still at the beginning of my journey, but I feel CAPABLE!
Jenny B.
Akron, OH

LIVE LIFE ON YOUR

OWN TERMS

We understand how intimidating financial management can be. It’s hard to step on the scale and get an objective measurement of where you are financially!

That’s why we combined our 40+ years of experience with dozens of millionaire interviews we conducted to create this Wealth Coaching Program.

In this program, we’ll walk you through a proven step-by-step framework to create your unique Wealth Building Plan, using the Wealth Creation Formula.

By the end of this 3-month experience, you’ll walk away with a personalized step-by-step roadmap to: 

  • Boost your income now so you can invest more each month 
  • Begin investing wisely to build towards generational wealth and passive income
  • Leverage your resources and network effectively to open new opportunities and accelerate your growth 
  • Manage your time better so you can learn, earn, invest, and give to live more fully 
Enroll Now
Two Payment Options

The Right Choice

I have a pretty clear picture of how I plan on getting my net worth and cash flow up to where I want it to be AND there are several other pieces to my puzzle that I have yet to find. I joined the program because I truly believed that Aaron was exactly the person to help me find those missing pieces. I WAS RIGHT!
David D.
Vancouver, BC

Find Your Direction

It is a place of great trust and challenging each other along the way to expand our own thinking. I feel like I finally have direction and a big part of that is knowing where I am!
Marty N.
Baltimore, MD

6 STEPS TO YOUR

MILLION-DOLLAR STRATEGY

While the specific strategies of everyone’s path to success vary greatly, there are some common denominators that make every wealthy person successful.

The 4 Wisdoms of Wealth: 

The secret to growing wealth is discovering your own unique application of this formula. We’ll show you how!

RESERVE MY SEAT
For June 2022

Course Overview

This 3-month small group coaching program will help you create a step-by-step plan to grow your wealth. Through bi-weekly calls, pre-recorded lessons, and self-assessment tools, you will find your best path to boost your income, invest wisely, and leverage your time more effectively. With this program, you can achieve true financial freedom where every dollar earned goes toward something meaningful instead of being eaten away by bills or wasted on things that don’t matter anymore.

  • Align wealth with your deeper values 
  • Anchor yourself to a strong motivation
  • Write a mission statement to guide your way
  • Assess your current net worth and monthly investable income utilizing our Money Positioning System 
  • Set SMART goals to benchmark your financial progress over the next 6-months, 1 year, and 5 years
  • Define a clear strategy to achieve $20k per year of investable income
  • Evaluate your career values, strengths & limitations 
  • Learn how to create scalable, predictable, and reliable income 
  • Compare 8 asset classes to see which best fit your needs 
  • Define a clear plan to begin investing in your asset of choice 
  • Learn a proven process to create passive income
  • Expert tips to optimize financing, resources, assets, and your network
  • Learn to acquire more asset value with less time and money
  • Proven strategy to manage your short-term time better
  • Learn to let investments compound and set your future free
  • Create your Wealth Plan with step-by-step instruction
  • Leverage each of your four unique Wealth Wisdoms
  • Get clear next steps to incorporate your roadmap
  • Get inspired by success stories from millionaires of various backgrounds
  • Learn how they mastered the 4 Wisdoms of Wealth to achieve financial freedom

LET US HELP YOU

LIKE WE HAVE HELPED OTHERS

Whether you’re just starting out, or ready to revamp your financial strategy, this course gives you the proven tools, strategies, and step-by-step instructions to boost your income and build generational wealth.

But, it gives you so much more as well.

Financial freedom doesn’t have to be some pie in the sky dream – this is reality!

Our team has helped many people just like yourself achieve their dreams of financial independence before, and we would love to help you too.

Ready to get started?

I am Ready!
Reserve My Spot

Changed My Mindset Forever!

The best thing about this program was the focus on mindset and strategy. These two things have been instrumental in helping me break through some long-standing beliefs and blocks that have been preventing me from moving forward financially. I highly recommend this program to anyone who wants to create real and lasting change in their financial life.
Leslie B.
Gainsville, Florida

It Is Achievable

I can finally see my road to financial freedom ahead of me! It’s not a far-away dream anymore but a real, achievable goal that I will be making happen in the next year or two.

The Personal Wealth Plan Mastermind has given me a plan and a team to help me reach my dreams!
Paul A.
Las Vegas, Nevada

Discover Your Full Financial Potential

Don’t find yourself standing in the same place 6 months from now.
Get the momentum you need to exceed your highest financial goals.

Join The Program
Reserve My Spot