MEMBERSHIP
PROCESS

Financial Journey connects business owners and accredited investors to wealth by providing the framework, strategy, resources, investment access, and community to support and accelerate their journey to “work optional” in 3-5 years. Business owners learn how to prepare for sale, increase the value of their business, decrease their time in business, and maximize the sales price and terms. Community members benefit through wealth multiplication, superior investments, tax strategy, vision clarity, and a network of high-performing peers. As a result, the community quickly learns how to build their wealth business while enjoying the journey.

Dear Friend,

My goal is not to “sell” you on Financial Journey.
Instead, I will simply tell you who it is for … and who it’s NOT for.

This group IS for:

People with an active business who are currently doing 6 to 8 figures in revenue.
People who want to exit their business and make work optional.
People who qualify under the SEC as Accredited Investors. Meaning, if you’re married, you have $300K or more in annual income or have a net worth over $1M excluding your home.
People who value helping others and contributing to their community just as much as they value making money.
People who want to build wealth that supports their desired lifestyle.
People who have already have some wealth and want to multiply it.
People who want to be generous with their wealth and use it as tool to amplify their impact on this world.
People who want to eliminate time-for-money work, add $10-100K a month to their passive income, and join the top 1%.
People who are willing to be radically honest with themselves and the community about what they truly want and then take action to get there.
People who are already successful, and want to learn how to build a passive wealth business.

This group is NOT for:

And now for more honesty:

1. It’s not cheap
2. It’s not done for you
3. The process takes effort
4. Following the program will get you to “work optional”

Plus, you’ll be required to implement what you learn… take ownership …and share your results. (To be read “you gotta work”.) What else? Hmm …oh yes, you’ll be asked to share what’s working in your wealth business with the rest of the group (just as your peers will be required to share their secrets with YOU).

To clarify, membership is a flat monthly fee, and the value greatly outweighs the cost for those that benefit.

Here’s How It Works...

Book a friendly call with one of our wealth specialists. We get to know a bit about you, your goals, and what you have to work with. Our wealth specialist will focus in on what you specifically need in your Laser Session, and if or how we can help.

We may decide we’re not a good match and let you know politely. Or two, we decide we MIGHT be a good match and discuss a specific strategy for you. Nobody will pressure you or hassle you. If you want in, great. If not, no problem. We’re cool either way.

I’m only looking for great people to join the Financial Journey community.

(The community is one of the best parts and we protect it.)

Ready to explore the next step with us?
Book a Laser Session with a wealth specialist

MEMBERSHIPPROCESS