The Wealth Leadership work is available in several forms:
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Read The Field Guide to Wealth book, listen to a podcast interview, subscribe to our Substack
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Do a 1:1 Strategic Review session to get the complete condensed overview of your situation
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Attend a FOCUS workshop to go deep into a specific area
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Join the GO Group to move directly into implementation
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Choose a 1:1 customized engagement to move at your own pace
INDIVIDUAL TRACK
The Wealth Leadership Strategic Review
An intensive working session to look at where you stand across the four elements of wealth leadership — identity, relationships, financial fluency, and your advisor team. You leave with a clear picture of what's solid, what needs attention, and where to start.
2 hours - $1000
Private Engagement
Ongoing wealth leadership work across a defined period — three, six, or twelve months depending on the scope. This is for wealth holders who are ready to work through the Elements of Wealth with dedicated support. Use the Get In Touch button below to enquire for pricing.
GROUP TRACK
Wealth Leadership 101
An introduction to the Wealth Leadership Model — what it covers, why it matters at this level, and how the four elements work together. If you've sensed that something in your wealth life needs attention but haven't been able to name it clearly, this session gives you the language and the map. You leave with a written plan and next steps spelled out across all four elements.
90 minutes — $250
Wealth Creator's Field Guide to Investing
A working session on how money moves at significant wealth levels — the asset classes, how they behave, and what it takes to make confident decisions alongside your advisors. You leave knowing which asset classes make sense for your situation and which ones to avoid — with a written plan and next steps spelled out.
2 hours — $500
Money Changes Everything — Navigating Identity and Relationships
A working session on what wealth does to who you are and how your relationships function. Both shift in ways most people don't anticipate and rarely discuss openly. You leave with real-world strategies for handling any open relationship issues, and specific steps to prevent future ones.
2 hours — $500
The GO Group
The ongoing, hands-on work of implementing wealth leadership for people who enjoy small group environments. Members meet monthly for three hours — doing portfolio reviews, working through real situations across the four elements of wealth leadership as they arise, building wealth velocity and peer connections. Available as a mixed group or women only.
6 months — $4,000 (or $5,000 in two payments)
12 months — $7,000 (or $8,000 in two payments)
Spouse, partner, or child 16+ may attend at 50% off.