01
Define
Dream Alignment
Tailored financial strategies designed to align with your personal goals and lifestyle aspirations.
02
Access
Exclusive Resources
Access to premium tools, guides, and insights to accelerate your journey to financial independence.
03
Optimize
Progress Tracking
Regular assessments and tools to monitor milestones and keep you on track.
04
Connect
Community Access
Engage with like-minded individuals through private forums and exclusive networking opportunities.
Lux Essentials
For individuals seeking a structured, self-paced approach to achieving financial independence.
$2,500
/mo
✓
Includes:
✓
Access to the complete FI self-learning program
✓
Downloadable resources (guides, templates, and worksheets)
✓
Monthly curated articles, videos, and tools for financial growth
✓
Access to a private online member forum for networking and peer support
Lux Empower
For those ready to take their financial independence journey to the next level with personalized guidance
$5,000
/mo
✓
Includes:
✓
Everything in Lux Essentials Access
✓
30-minute bi-monthly (2x per month) 1-on-1 coaching sessions with an expert advisor
✓
Quarterly progress reviews and financial goal adjustments
✓
Priority access to live webinars and Q&A sessions
Lux Elevate
Tailored for professionals and entrepreneurs seeking advanced financial strategies and hands-on support.
$7,500
/mo
✓
Includes:
✓
Everything in Lux Empower
✓
Weekly 30-minute 1-on-1 coaching sessions
✓
Advanced investment planning and tax optimization strategies
✓
Monthly in-depth financial health analysis and projections
✓
Invitations to exclusive member-only masterminds and networking events
Lux Pinnacle
Designed for ultra-high-net-worth individuals aiming to master financial independence and build a legacy.
$15,000+
/mo
✓
Includes:
✓
Everything in Elevate
✓
Weekly 30-minute 1-on-1 coaching sessions with priority scheduling
✓
Generational wealth planning and legacy-building strategies
✓
Bespoke lifestyle design consultations (travel, luxury integration, etc.)
✓
Unlimited access to your personal financial advisor for urgent matters (via phone, text, email)
✓
Invitations to private FI summits and in-person workshops