Choose the Right Plan for You

No matter where you are in your journey, there’s a plan that fits your needs.

Uncover
$1,200/mo
Individualized Monthly Sessions
Actionable Strategies
Ongoing Support
Achieve
$1,600/mo
Everything in Uncover Performance
2 Sessions Per Month
Customized Action Plans
Quarterly Workshop Access
Peak
$4,000/mo
Everything in Achieve Performance
Individualized Weekly Sessions
1 Full Day In-Person Every Quarter
Access to All Workshops and Groups

FAQs

Got questions? I’ve got answers. Here’s what others have asked about my different plans and how they can benefit them.

Who is each plan tailored towards?

Each plan is designed with different needs and goals in mind:

Uncover is perfect if you’re just starting out or looking to explore new strategies in your capital-raising journey. It gives you the foundational tools and regular check-ins to help you build momentum.

Achieve is for those who are ready to dig deeper and accelerate their progress. If you’ve got some experience under your belt and want to push beyond the basics with advanced techniques and more hands-on support, this one’s for you.

Peak is for the high achievers who are all-in. If you’re looking for intensive coaching, weekly sessions, and exclusive resources to maximize your potential, Peak is where you want to be. It’s about reaching—and sustaining—your absolute best.

Can I switch plans later?

Absolutely! I understand that your needs might change as you progress, and I’m all about flexibility. If you start with one plan and feel you’re ready for more (or need to scale back), you can switch to a different plan at any time. Just let me know, and we’ll adjust your plan to fit where you’re at and where you want to go.

What happens during the quarterly workshops?

The quarterly workshops are deep dives into specific areas of capital raising, leadership, and personal development. These sessions go beyond our regular meetings, offering a chance to explore advanced topics, connect with other professionals, and gain new insights. You’ll walk away with actionable strategies, fresh perspectives, and the added benefit of networking with peers who are as committed to growth as you are. It’s like hitting the reset button each quarter—giving you the boost you need to stay ahead.

What are the exclusive resources in the Peak plan?

The Peak plan gives you access to a treasure trove of exclusive resources that I’ve developed over years of coaching. This includes advanced tools, templates, and strategies that aren’t available in the other plans. You’ll also get early access to new materials and workshops, and even some behind-the-scenes content that dives into my personal techniques and insights. These resources are all about giving you that extra edge—because when you’re aiming for the top, every bit of leverage counts.

Still Not Convinced?

No worries—let’s chat and see if this is the right fit for you. We’ll discuss your goals, challenges, and how we can work together to get you where you want to be.