FEE-BASED PLANNING IN A BOX

Stop giving away your intellectual capital. We provide the operational blueprints to launch and maintain a $10k/month fee-based planning engine and fundamentally upgrade how you monetize your expertise.

Join our free live workshops on June 16th or July 8th, 2026. Discover the proven frameworks to command your value, disarm fee friction, and consistently collect higher premium planning fees.

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12-WEEK PRACTICE TRANSFORMATION

FEE-BASED PLANNING IN A BOX

THE OUTCOME IS SIMPLE

In just 90 days, you will have $10K+/month fee-based planning engine — while doubling premiums, gathering more assets, and delivering transformational planning without adding more meetings or prospecting up.

WHAT YOU GET

3 Virtual Half-Day Immersions – Sell It, Build It, Deliver It & Implement It
9 Weekly Open Coaching Sessions – Virtual live coaching to implement and accelerate results
The Advisor Identity Map TM – From product pusher to irreplaceable partner
The Fee Framer TM – Confidently price your planning
The Planning Toolbox TM – Proven SOPs, deliverables, and planning philosophies. PLUG AND PLAY!
Scripts, tools, case studies, and hotseats – so you can turn ideas into results

QUICKFACTSTM

WHO THIS IS FOR

  1. You are ready to get paid for your counsel, not just your products.
  2. You are hitting production ceilings and need a proven blueprint to break through.
  3. You want to stop auditioning for clients and start leading them with total conviction.
  4. You want to build Total Business Certainty through predictable planning revenue and unsolicited referrals.
  5. You are committed, and ready to step into the role of an irreplaceable financial architect.
  6. … and you’re good with laughing and having fun while we do the deep work together

PROGRAM SCHEDULE

Immersive Session 1

Tuesday, August 11th

Open Coaching: August 17th, 24th and 31st

Immersive Session 2

Tuesday, September 8th

Open Coaching: September 14th, 21st, and 28th

Immersive Session 3

Tuesday, October 13th

Open Coaching: October 19th, 26th and Nov. 2nd

INVESTMENT

$4,000/month for 3 months OR $10,000 paid in full (save $2,000)

Fun fact… Over half of our 2025 group said the program would paid for itself within a year, and 25% earned back their investment within months.

LIMITED SEATS – APPLY NOW

TIM MULROY, CFP©
Founder, R10 Coaching
Partner, Wealth Coast

JOSH BUTTREY, CFP©
Partner, Wealth Coast

*Janurary-July 2025, Tim and Josh ranked 7th in combined fee-based planning fees ($176,000).