For business owners · The introduction to Uplevel By Design · A private community on Skool · $7 a month
Where business owners learn the rules of the Game of Wealth
Income is only half the game. The other half is structure … and nobody hands you the rulebook. The Uplevel Community is the introduction: the four pillars we teach at Uplevel By Design, LLC, the language behind them, and the questions to ask before you pay anyone to implement anything.
The Real Wealth Matrix™ … four pillars, in plain English
Next, you'll pay securely through Stripe. Your invitation to the Community on Skool arrives by email.
A first look at what you'll learn
The part most people miss
What's inside
What every Member gets for $7 a month
Introductory lessons
Built specifically to introduce what we teach: the four pillars of the Real Wealth Matrix, what financial freedom actually means, and why the order matters.
Strategy Briefs
What a strategy is and what it can potentially do, in plain English. The what, never the step-by-step … that lives inside Uplevel University.
Pop-up events
Special sessions held from time to time, only for the Community, to take one concept a level deeper. You'll hear about each one inside.
The Workshop On Tax Reduction materials
The materials from the Workshop On Tax Reduction, our live working session on keeping more of every dollar, sit inside the Community, open to every Member.
That's the introduction. It gives you the rules and the vocabulary. It doesn't replace a plan built on your own facts.
Why $7
Priced above zero, on purpose
Why not free? Because of the room.
Getting started
Three steps on day one
Join
Join here and pay through Stripe. Your invitation to the Community on Skool arrives by email.
Open Start Here
A short orientation that shows you where everything lives and where to begin.
Introduce yourself
Tell the room what you're building, and which pillar you want to understand first.
Is it for you
Built for owners who want the rules first
This is for you if
This is not for you if
The terms, in plain English
Month to month. Cancel anytime.
Your membership
$7.00 a month until you cancel
How a cancellation works. Say your month renews on the 2nd and you cancel on the 5th. You keep full access through the 1st of the following month, and the membership ends on the 2nd. No further charge.
Your host
In the Game of Wealth, I'm both a player and a coach
I have specialized knowledge in the areas of tax, estate, and business law. With my J.D., CFP®, AAMS, and RFC, along with decades of experience building and scaling my own companies and helping thousands of high-income earners across the country get their financial lives dialed in … In the Game of Wealth, I'm both a player and a coach.
The Community is where I introduce the rules. When you want to go further, the path is laid out below.
Where it leads
Start with the introduction. Go deeper when you're ready.
The Uplevel Community
The introduction. The four pillars, the vocabulary, and the rules underneath them.
The Workshop On Tax Reduction
A live working session that introduces all four pillars, with tax reduction where it belongs … as pillar number two. At the end, you can apply for a call with our Team.
Three programs
Uplevel Foundations … the four-pillar curriculum, with a group coaching call each month.
Uplevel Accelerator … adds weekly group coaching. Ninety days to build and start implementing your own Uplevel Wealth Blueprint, then month to month until you cancel.
Uplevel Protégé … adds one-on-one consulting. Edward and his Team fit your Uplevel Wealth Blueprint to your facts, and help you implement it.
Nobody is placed into a program from this page. After the Workshop, the Team recommends one only if it fits your situation.
Fair questions
Before you join
How do I get in after I join?
Once your payment goes through, your invitation to the Community on Skool goes to the email you used here. Accept it, then open Start Here.
When am I charged?
$7.00 today, then $7.00 each month on your renewal date until you cancel.
How do I cancel?
In one step, anytime, from the Membership Cancellation page (linked at the bottom of every page on uplevelbydesign.com), or by emailing support@uplevelbydesign.com. Your access runs through the end of the month you've paid for.
Is this the full Uplevel By Design program?
No, and we'd rather say so plainly. The Community is the introduction to the concepts we teach. The step-by-step work happens inside the Uplevel University programs.
I already watch Edward's videos. What's different here?
A video gives you sixty to ninety seconds on one idea. That's nowhere near enough to apply a strategy correctly. The Community puts those ideas in order, inside the framework they belong to.
I have a Workshop On Tax Reduction ticket. Should I join here?
No. Your access starts with your ticket. Use the link in your ticket email so you aren't charged twice.
Is this tax or legal advice?
No. The Community is education, designed to help you ask better questions of your own professionals. Individual advice comes only inside an engagement with the appropriate professional.
The Uplevel Community
If you know the rules, you can play to win
This is where you start learning them … for $7 a month.
Join The Uplevel Community$7.00 a month · Month to month · Cancel anytime