INVESTING 101: THE COMPLETE WEALTH FOUNDATION SYSTEM

🎯 New Year, New Wealth: Your 2026 Starts Now

Stop Trading Time for Money in 2026. Build Wealth That Works While You Sleep.

The complete investing system for high-achieving professionals ready to transform income into lasting wealth—with expert CFO guidance, real deal analysis, and a community of successful investors.

Start learning immediately. Begin implementing now. Build real wealth throughout 2026.

THE PROBLEM YOU'RE FACING (AND WHY RIGHT NOW IS THE PERFECT TIME TO FIX IT)

You're earning $200K, $500K, maybe even $1M a year.

On paper, you're successful. But as 2026 begins, here's what's keeping you up at night:

  • Your income depends entirely on your time and energy

  • If you stop working, the money stops flowing

  • You're making great money but not building real wealth

  • You know you should be investing, but you're overwhelmed by where to start

  • You're tired of the hustle-for-income cycle

  • You don't want another year to pass with the same financial patterns

You want assets that compound while you sleep. Investments that grow whether you show up or not. Real wealth that creates freedom, not just a bigger paycheck.

2026 can be the year everything changes. But only if you decide right now.

🎯 NEW YEAR SPECIAL: LAUNCH PRICING THROUGH JANUARY 15TH

This isn't about vague resolutions that fade by February.

This is about making ONE decision in the first two weeks of 2026 that changes your entire financial trajectory.

While everyone else is making promises to "get better with money," you'll be taking concrete action with a complete system, expert guidance, and a community behind you.

WHAT YOU'RE GETTING

This isn't just a course. It's a complete wealth-building system that combines education, expert guidance, real investment opportunities, and a community of people doing exactly what you want to do.

THE INVESTING 101 COURSE

6 Comprehensive Modules (On-Demand Video)

Module 1: The Basics of Investing

  • What wealth actually is (and why income isn't wealth)

  • Understanding risk, diversification, and compound interest

  • Why smart people avoid investing and how to overcome it

  • Setting intentional financial goals

Module 2: Investment Vehicles and Asset Types

  • Stocks, bonds, mutual funds, and ETFs explained

  • Real estate investing (direct ownership vs. passive structures)

  • Alternative investments and when to use them

  • Matching liquidity and time horizons to your life

Module 3: Investment Strategies and Approaches

  • Passive vs. active investing (and which fits you)

  • Value, growth, and income investing strategies

  • Dollar-cost averaging and dividend reinvestment

  • Understanding market cycles and rebalancing

Module 4: Building and Managing Your Portfolio

  • Creating a portfolio system (not just a collection of investments)

  • Asset location and tax optimization strategies

  • Protecting liquidity while maximizing growth

  • Tax-efficient wealth building

Module 5: The Psychology of Wealth

  • Why knowledge alone doesn't create wealth (behavior does)

  • Managing emotions and avoiding costly mistakes

  • Long-term thinking in a short-term world

  • Becoming someone who invests (identity shift)

Module 6: Taking Action

  • Practical next steps to implement immediately

  • Common traps and how to avoid them

  • Building systems that support decades of growth

  • Moving forward with clarity and confidence

PLUS: PREMIUM MEMBERSHIP TO FINANCING THE AMERICAN DREAM

This is where theory becomes reality. You're not just learning—you're implementing alongside experienced investors and getting expert guidance.

WHAT'S INCLUDED WITH PREMIUM MEMBERSHIP:

✅ Direct CFO Access
Get your financial and investing questions answered by experienced finance professionals who've built real wealth

✅ Ongoing Wealth Education
Access to workshops, advanced courses, and real case studies that go beyond Investing 101

✅ Business Infrastructure Tools
Client management CRM and financial tracking systems to organize your wealth building

✅ Quarterly Financial Reviews
A CFO reviews your personal profit & loss statement, helps optimize cash flow, and identifies tax strategies

✅ Monthly Investment Showcase (This Is The Game-Changer)
Watch experienced investors present real opportunities every month:

See how seasoned investors analyze deals, ask the right questions, spot red flags, and structure investments. Learn by watching real money decisions—not theory.

When YOU'RE ready, present opportunities you're evaluating and get expert feedback before deploying your capital.

✅ Live Event Access
2 tickets per quarter to in-person networking events with investors, entrepreneurs, and wealth builders


See how seasoned investors analyze deals, ask the right questions, spot red flags, and structure investments. Learn by watching real money decisions—not theory.

When YOU'RE ready, present opportunities you're evaluating and get expert feedback before deploying your capital.

✅ Live Event Access
2 tickets per quarter to in-person networking events with investors, entrepreneurs, and wealth builders


CHOOSE YOUR PATH

⏰ NEW YEAR LAUNCH PRICING - ENDS JANUARY 15TH

OPTION 1: FOUNDATION

$997 $797 One-Time (or $127/month × 7 months)

SAVE $200 - New Year Launch Pricing

What You Get:

  • Complete 6-Module Investing 101 Course (Lifetime Access)

  • 6 Months Premium Membership ($582 value)

    • CFO access

    • Ongoing workshops and courses

    • Business tools (CRM)

    • 2 Quarterly financial reviews

    • 6 months of Monthly Investment Showcases

    • 4 live event tickets (2 per quarter for 2 quarters)

  • Implementation Workbook & Templates

  • Private Course Community Access

  • NEW YEAR BONUS: "2026 Wealth Action Plan" Template

Regular Value: $1,579
Launch Investment: $797 (Save $782)

Best For: Professionals ready to master investing fundamentals while getting expert guidance and deal-flow exposure for their first 6 months.

🎯 This offer expires January 15th at midnight

OPTION 2: ACCELERATOR ⭐ MOST POPULAR

$1,497 $997 One-Time (or $167/month × 6 months)

SAVE $500 - New Year Launch Pricing

What You Get:

  • Complete 6-Module Investing 101 Course (Lifetime Access)

  • 12 Months Premium Membership ($1,164 value)

    • CFO access for a full year

    • Ongoing workshops and courses

    • Business tools (CRM)

    • 4 Quarterly financial reviews (full year)

    • 12 months of Monthly Investment Showcases

    • 8 live event tickets (2 per quarter all year)

  • BONUS: 1:1 CFO Deep-Dive Session (30 min)
    Review your course implementation, personalized wealth strategy guidance

  • Done-For-You Wealth Blueprint Template

  • Priority Support in Community

  • Implementation Workbook & Templates

  • NEW YEAR BONUS: "2026 Wealth Action Plan" + "Q1 2026 Quick-Start Implementation Guide"

Regular Value: $2,661
Launch Investment: $997 (Save $1,664)

Best For: High-achievers who want a full year of expert guidance, accountability, and deal-flow exposure to ensure they actually implement and see results.

🎯 This offer expires January 15th at midnight

OPTION 3: EXECUTIVE VIP

$6,997 $5,997 One-Time

SAVE $1,000 - New Year Launch Pricing

What You Get:

  • Complete 6-Module Investing 101 Course (Lifetime Access + All Future Updates)

  • 12 Months VIP Membership ($4,997 value)

    • Everything in Premium PLUS:

    • State of Your Estate Report compiled by four finance professionals

    • Complete Wealth Blueprint personalized to your situation

  • 3 Private Executive CFO Sessions (60 min each)

    • Deep-dive financial analysis

    • Tax optimization strategy

    • Investment portfolio review

  • White-Glove Implementation Support

  • Priority Access to All Events & Showcases

  • Implementation Workbook & Templates

  • NEW YEAR BONUS: "2026 Wealth Action Plan" + "Executive Tax Strategy Session" (additional 30 min CFO call in Q1)

Regular Value: $12,994
Launch Investment: $5,997 (Save $6,997)

Best For: High-net-worth professionals ($750K+) who want comprehensive wealth analysis, personalized strategy, and done-for-you implementation support.

🎯 This offer expires January 15th at midnight

WHO THIS IS FOR

✓ Professionals earning $200K-$1M who want their money working as hard as they do
✓ Entrepreneurs tired of income depending solely on time and energy
✓ High-earners ready to shift from making money to building wealth
✓ Anyone who wants to understand investing without the overwhelm
✓ People ready to take action, not just consume information

WHO THIS IS NOT FOR

✗ People looking for get-rich-quick schemes or "hot stock tips"
✗ Those not willing to think long-term (5+ years minimum)
✗ Anyone expecting results without implementation
✗ People who want entertainment, not transformation

WHAT MAKES THIS DIFFERENT

Most investing courses give you theory.
We give you theory + implementation support + real deal analysis + expert guidance + community.

Most courses leave you alone after purchase.
We give you 6-12 months of CFO access, quarterly reviews, and monthly investment showcases.

Most courses teach you to invest in stocks and bonds.
We show you stocks, bonds, real estate, businesses, partnerships, syndications—the full spectrum of wealth building.

Most courses hope you succeed.
We structure accountability, expert reviews, and community support to ensure you do.

YOUR 30-DAY GUARANTEE

Complete Module 1. Go through the material. If you don't see immediate clarity on how to build wealth beyond your income, email us within 30 days for a full refund.

We're confident this system works. But you need to be confident it's right for you.

FREQUENTLY ASKED QUESTIONS

Q: I'm brand new to investing. Is this too advanced?
A: This course is specifically designed for intelligent professionals who are new to investing. We start with fundamentals and build systematically. Plus, you'll have CFO access to ask questions.

Q: I don't have deals to present. Can I still join?
A: Absolutely. Most members join to LEARN by watching others present deals first. You'll build knowledge and confidence before you invest your own capital. When you're ready, you can present opportunities for feedback.

Q: How much time does this require?
A: The course is self-paced (most complete in 2-4 weeks). Monthly Investment Showcases are 60-90 minutes. You control your level of engagement in the community.

Q: What if I can't attend live events?
A: Events are valuable but optional. The core value is in the course, CFO access, quarterly reviews, and Monthly Investment Showcases (which are recorded if you can't attend live).

Q: Is this for women only?
A: No. While the course was designed with high-achieving women in mind, the community and content are for anyone serious about building wealth.

Q: Can I upgrade from Foundation to Accelerator later?
A: Yes. Contact us and we'll apply your Foundation payment toward Accelerator pricing.

Q: What's the difference between Premium and VIP membership?
A: Premium gives you CFO access, quarterly reviews, Monthly Investment Showcases, and events. VIP adds a comprehensive State of Your Estate Report (compiled by 4 finance professionals), personalized Wealth Blueprint, and 3 private executive sessions.

THE BOTTOM LINE

You're at a decision point.

It's the beginning of 2026. A fresh start. And you have two choices:

Choice 1: Start 2026 the same way you started 2025. Keep making great income while your wealth stays stuck. Stay overwhelmed. Keep putting it off. Watch another year pass without building real assets.

Choice 2: Make this the year it finally happens. Invest 6 weeks learning the system, then spend the rest of 2026 implementing it with expert guidance, real deal exposure, and a community of people building wealth alongside you.

One choice keeps you in the same cycle.
The other creates the freedom you've been chasing.

But this launch pricing expires January 15th at midnight.

After that, prices return to regular rates and you'll have missed your window to save up to $1,000 while starting fresh in the new year.

🎯 WHY THE FIRST TWO WEEKS OF JANUARY ARE PERFECT

Reason #1: Fresh Momentum
You already have the energy and motivation. Give yourself something concrete to channel it into instead of vague resolutions.

Reason #2: Tax Optimization Window
Learn the strategies NOW so you can optimize throughout 2026 instead of scrambling at year-end.

Reason #3: Full Year to Compound
Every day you delay is another day your money sits idle. Start now and you have 12 full months to implement and see results.

Reason #4: Q1 Is Your Implementation Quarter
Use January-March to learn and set up your systems. You'll be building wealth while others are still "thinking about it."

Reason #5: Beat the Crowd
Most people will delay until "later." You'll be 6 months ahead while they're still getting started.

Reason #6: The Math Doesn't Lie
If you're earning $500K/year and you optimize by just 10% through better investing and tax strategy, that's $50K/year. Over a decade, that's $500K+. This course is a rounding error.

⏰ LAUNCH DEADLINE: JANUARY 15TH AT MIDNIGHT

Ready to make 2026 the year you finally build wealth that doesn't require your constant time and energy?

Choose your path above and let's get started.

Save up to $1,000. Start immediately. Build wealth throughout 2026.

IMPORTANT: What Happens After January 15th

This is not just a price increase. This is a true enrollment window.

After January 15th at midnight:

❌ Community membership enrollment CLOSES
❌ You cannot join the Premium or VIP tiers
❌ Monthly Investment Showcases - closed to new members
❌ CFO reviews and guidance - no longer available
❌ Live events and networking - access ends

✅ The course will still be available as a standalone purchase at $997
✅ But WITHOUT the community, expert guidance, or deal flow

You'll get the education. But you'll miss the implementation support, accountability, and network that makes it actually work.

This isn't a fake deadline. On January 16th, this offer genuinely disappears.

If you want the complete system with expert guidance and community support, you must enroll by January 15th.

This offer expires in:

Want to talk first? Book a 15-minute clarity call: