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Elevate to Elite

Ready to take your success to the next level. Join our Elite Membership to get added resources and personalized guidance.

Elite

Elevate your journey with Tier 3 Membership. Get all Tier 1 and 2 perks plus executive leadership retreats, 40 virtual assistant hours, and personalized wealth management advice. Enjoy VIP Hot Seat coaching with senior industry leaders. Designed for executives, Tier 3 offers unmatched support and strategic advantages to excel in today's competitive landscape.

Executive Excellence

Propel your career with Tier 3, offering top-tier access to industry experts, exclusive podcasts, on-demand classes, and invaluable digital resources.

Strategic Advantage

Elevate your strategy with Tier 3, featuring free entry to member events, substantial discounts, quarterly retreats, and access to 20 VA hours monthly.

Wealth Management Mastery

Navigate financial success with Tier 3, including the Wealth Expansion Blueprint, VIP Hot Seat coaching, and personalized 1-on-1 guidance.

Operational Excellence

Optimize efficiency with Tier 3, providing access to 40 VA hours monthly, semi-annual audits, and tailored coaching sessions to meet your business challenges head-on.

Inclusions

Tier 1 & 2 Inclusions

Elevate your journey with Tier 3 Membership. Get all Tier 1 and 2 benefits plus exclusive perks: access to industry experts, insights from the Mocha Money Mondays podcast, and on-demand classes. Utilize our Digital Resource Hub and enhance visibility with member listings.

Tier 3 includes discounted event entry, exclusive partner savings, quarterly retreats, and 40 monthly virtual assistant hours. Benefit from strategic wealth management, VIP Hot Seat coaching, personalized 1-on-1 coaching, and semi-annual audits.

Choose Tier 3 for unparalleled support and resources to maximize your professional growth and success.

Value: $2800.00

Free Entry for Member Events

As a valued member, you gain exclusive free access, maximizing the value of your membership and saving substantially on event registration fees.

Value: 100%

Access to 40 VA Hours per Month

Gain access to 40 virtual assistant hours per month—a valuable resource to delegate tasks, streamline workflows, and reclaim precious time. Whether it's administrative support, research assistance, or project coordination, our skilled virtual assistants are here to lighten your workload and enhance your productivity.

Value: $495.00

Access to 1-on-1 Coaching (2 hours per month) – includes Accountability Check: Worksheet for Goals

Personalized guidance from a coach of your choosing, dedicating one hour each quarter to sit down, review your progress, and ensure you're on track with your goals.

Value: $700.00

Semi-Annual Audit

Enhances organizational transparency and accountability by regularly evaluating compliance with internal policies and external regulations.

Value: $1000.00

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