WEALTH, BUSINESS & PURPOSE

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An 8‑module, self-paced business wellness program that helps organizations align wealth, work, and purpose with confidence.

ENROLL YOUR TEAM

Trusted by compliance and strategy teams across federal agencies, health systems, and fintech companies

OVERVIEW

Built for leaders and teams that want structured, responsible growth—not another hype-heavy “optimize your life” workshop

An 8‑module, self-paced implementation‑focused program for organizations and professionals who need to move from scattered goals to a clear, values-aligned plan for money, business, wellness, and long-term direction.

  • Assess where you are today across wealth, business, wellness, and purpose

  • Build practical systems for cash flow, strategy, and compliance-aware decision-making

  • Turn reflection into action with clear, realistic 90‑day plans and execution habits.

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WHAT YOU’LL LEARN

From scattered goals to a coherent, values-aligned plan

Many people juggle competing priorities and feel unclear about how wealth, work, wellness, and purpose fit together.

By the end of this program, you’ll have a documented financial and business baseline, a one-page strategy map, a values-to-behaviors plan, and practical routines to execute, adapt, and grow.

  • Turn vague goals into a clear definition of wealth, business success, and purpose

  • Establish a financial foundations baseline you can measure and improve over time

  • Understand core business structures, compliance habits, and risk considerations for responsible growth

  • Build a one-page strategy map, funnel outline, and 90‑day sprint plan using ready-to-customize templates

  • Design wellness, productivity, and habit systems that support long-term execution and resilience

     
 LESSON STRUCTURE

Focused format, sustainable results

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A concise, executive‑friendly format that fits into real schedules while still driving meaningful change.

  • 8 focused video modules (3–8 minutes each) designed for busy leaders and professionals

  • Workbook, assessments, and templates that turn reflection into concrete plans and documents

  • Each module builds on the last so you finish with a complete, tailored Wealth, Business & Purpose plan

  • Includes the Wealth Building Workbook ($97 value) as a free bonus

HOW IT WORKS

A simple starting point for stronger wealth decisions

STEP 1

Choose your plan

Choose the plan that matches your current priorities—whether you’re an individual leader seeking personal clarity, a professional using it for your own development, or a business applying it to team-wide growth and a purpose‑aligned reset.

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STEP 2

Learn at your pace

Give your team on-demand access to AI-powered video lessons, guided workbooks, and implementation templates inside our secure learning platform—so they can complete modules on a schedule that fits operations.

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STEP 3

Transform your organization

Put the frameworks, templates, and strategies into practice across your workflows, then advance into advisory services and quarterly workshops for sustained guidance and oversight.

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FREQUENTLY ASKED QUESTIONS 

Standard (up to 10)

$2,497

Most popular

Best for cross-functional leadership teams that want a shared, organization-wide Wealth, Business & Purpose framework.

  • Up to 10 leaders under one organizational license

  • Full program access for all participants

  • Centralized workbooks, templates, and planning frameworks for aligned decision-making

  • Designed for organizations moving from individual efforts to a coordinated approach to wealth, business wellness, and purpose

CHOOSE PLAN

Small Team (up to 5)

$1,347

Great for pilot teams

Ideal for small groups that want a shared foundation for financial clarity, business growth, and purpose-aligned development.

  • Up to 5 leaders under one organizational license

  • Full program access for all participants

  • Shared workbooks, templates, and planning tools for group reflection and execution

  • Best value if you expect to enroll 3 or more leaders now or over time

CHOOSE PLAN

Enterprise (up to 25)

$4,497

For larger organizations

Designed for larger teams, cohorts, or organizations that want broader participation and a more unified development experience.

  • Up to 25 leaders under one organizational license

  • Full program access for all participants

  • Shared workbooks, templates, and planning frameworks across the group

  • Well suited for leadership development, cohort programs, and mission-driven teams

CHOOSE PLAN

Individual Leader

$297

For individual leaders

Best for individual leaders and professionals who want a structured way to align wealth, work, wellness, and purpose.

  • 1 named participant seat

  • Full access to the 8‑module program

  • Includes the Wealth Building Workbook ($97 value) as a free bonus

  • Ideal for personal planning, reflection, and values‑aligned execution

CHOOSE PLAN
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