We help people find and live their 10/10 life
Our program provides a pathway for advisors to gain total business certainty through maximizing 9 accelerators that provide Clarity, Capacity and Energy to becoming Courageous Wealth Professionals.
What we offer
FEE-BASED PLANNING IN A BOX
Our Fee-Based Planning in a Box is designed to help participants launch their fee-based planning practice – or elevate your current approach. The outcome is simple: In 90 days, you’ll have a $10K+/month planning engine—while doubling your premiums, gathering more assets, and delivering transformational planning without prospecting up or cramming more appointments into your week.
2026 Forum Formula Group Coaching Experience
Our Group Coaching Experience is designed to help participants ride the green line to Forum. It consists of three elements: Content, Coaching & Community. We go deeper than most development programs and will provide you tools to accelerate your business in 9 key areas.