Designed for ultra-high-net-worth individuals aiming to master financial independence and build a legacy.

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