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