Strategy & Planning

Wealth Strategy Roadmap – $197

A custom PDF plan tailored to your income, goals, and investment direction.
Delivered in 3–5 business days.

What you'll get:

• A 1-page personalized roadmap

• Your current position + future options

• Clear, next-step guidance

Perfect for: Anyone starting their wealth-building journey and unsure where to begin.

Real Estate Readiness Report – $247

Are you ready to buy property? This full report scores your readiness and lays out your next steps.

What you'll get:

• A professional report with readiness score

• Insights on what to fix or prep

• Next steps mapped out

Perfect for: Aspiring buyers, first-time investors, and clients who want to avoid costly mistakes.

Property Flipping Strategy Guide – $247

This guide is designed for new investors looking to flip properties the smart way, without wasting money.

What you’ll get:

• A step-by-step flipping strategy based on your market

• Budget + resale planning tips

• Risk checklist and money-saving tips

Perfect for: Aspiring real estate investors who want to flip homes with confidence and a clear plan.

Business Acquisition Blueprint – $297

A done-for-you report that shows you how to buy your first business confidently.

What you’ll get:

• A list of businesses in your budget and industry of interest

• A simple checklist of what to look for and avoid

• Your custom roadmap to get funding and close the deal

Perfect for: First-time buyers ready to skip the guesswork and make smart business purchases.