The Coaching Level · Uplevel Entrepreneur
Tonight you learned what to do. Tomorrow morning, we get started on your Roadmap.
Coaching is the twelve months where you build it … the Uplevel Wealth Blueprint first, then the Uplevel Operating System that runs it. One Roadmap. Nine Steps. A live room every week, and your spouse beside you.
Your price tonight
$5,000 · a $1,400 reduction
The fast-action price closes at 11:59 PM Eastern the day after the Workshop. After that it is $5,000.00.
- Twenty-one days to change your mind, for any reason
- Your spouse comes with you … two seats, one price
- A live session every week, not a course you watch alone
Why tonight matters
The problem was never that you did not know a strategy existed.
You have a CPA. You may have an attorney, a financial advisor, an insurance agent. Every one of them is competent inside their own lane.
None of them is holding the whole picture. So the entity does not serve the tax plan, the tax plan does not serve the investment plan, and the estate documents describe a life you stopped living four years ago.
That is Fragmented Advice Disguised As Strategy. It is not anyone's fault, and it is costing you every year that it stands.
What you are holding right now is information. Information leads to education. Education by itself has never changed a tax bill … only action has.
Coaching is where the fragments get replaced with one architecture … built in the right order, on your numbers, with the Team in the room while you build it.
What the year includes
What you actually get
Not a library you are left alone with. A room you show up to.
A live session every week
The Team leads three weeks a month. Edward leads one. Bring the real file, ask the real question, leave with the next move.
The monthly Pillar Clinic
One Real Wealth Matrix pillar, worked end to end … Protect, Preserve, Position, Pass … so the theory becomes something you can operate.
Your artifacts reviewed in the room
Your Blueprint, your Tax Reduction Game Plan, your Tax Savings Ledger. Looked at by people who build these for a living.
The Roadmap
Nine Steps in one fixed order, so you always know what you are building, what comes next, and why that order.
The system on demand
The whole Uplevel Operating System, on your schedule, so the live rooms are spent on your facts rather than on the basics.
The community
Other self-made business owners at your income level, building the same architecture. The conversations you cannot have at your golf club.
Drafting the documents, preparing the returns and managing the assets stay with the professional services firm you choose … ours, an affiliated one, or your own. Coaching is where the Blueprint is designed and the Uplevel Operating System is learned. Position is education; securities advice is given only through Collins Lambert, LLC and its own agreements.
What you build, in order
The Uplevel Wealth Roadmap
Nine steps, in a specific order designed to optimize outcome. It opens with your Generational Wealth Gap Diagnostic … the baseline every Step after it is measured against. Then the Four Pillars, each one with a Build Step and an Operating System Step. Some Members move through Steps in weeks, some take months. Every Step moves you further in your journey toward the Creation of Generational Wealth.
Your Generational Wealth Gap Diagnostic
Your Uplevel Resource Map, activated · Your Uplevel Balance Sheet and Income Statement · The written account of where the gaps are
Build Your Asset Protection Plan
Your Uplevel Wealth Blueprint · Your Uplevel Drafting Packet, in the professional's hands · Your Formation Checklist, open
Learn To Operate Your Asset Protection Plan
Your Uplevel Operating Manual, chapter one: entities, banking, intercompany flows, minutes and resolutions
Build Your Tax Reduction Plan
Your Uplevel Tax Reduction Game Plan, with the Ledger inside it
Learn To Operate Your Tax Reduction Plan
Operating Manual, chapter two: the compliance calendar, documentation, payroll and reimbursement mechanics
Build Your Wealth Accumulation Plan
Your Uplevel Capital Deployment Plan
Learn To Operate Your Wealth Accumulation Plan
Operating Manual, chapter three: routing cash into deployment, accumulation, and storage accounts
Build Your Intentional Legacy Plan
Your Uplevel Legacy Plan and Family Constitution
Learn To Operate Your Intentional Legacy Plan
Operating Manual, chapter four: trust administration, funding, beneficiary reviews, the family meeting cadence
Build the Uplevel Wealth Blueprint
The Architecture of Generational Wealth Creation, Realized In Entities, Trusts, Accounts, and Documents along with the Strategies Empowered By the Infrastructure.
Implement the Uplevel Operating System
To Get the Real Benefits of The Uplevel Wealth Blueprint, You Must Know How To Run It … That Is What the Uplevel Operating System Is For … Learning How You Run What You Built, For Life.
Fit
This is not for everyone, and that is deliberate.
Coaching is built for you if
- You are a self-made business owner somewhere around $250,000 to $500,000 in annual taxable income.
- Your tax bill is the largest single expense in your life and it has stopped feeling acceptable.
- You already knew about three of the strategies you heard tonight. You have implemented none of them.
- You want your spouse to understand the plan, not simply trust you about it.
Look elsewhere if
- You want someone to take the whole thing off your desk. That is the Consulting level, and it is a different conversation.
- You came for a list of write-offs. There is no list. There is a structure, and structures take work.
- You are looking for what you saw on social media. Tax avoidance and tax evasion are two very different things, and we teach only one of them.
- You want a guarantee of a specific dollar result. Nobody honest will give you one.
The price, and the way out of it
One payment. Twelve months. Twenty-one days to change your mind.
$5,000 · a $1,400 reduction, tonight only
- TermTwelve months, charged once today. Nothing else is due this year.
- HouseholdMember and spouse. Two seats, included at no extra cost.
- GuaranteeTwenty-one days from the date you enroll, unconditional. Full refund of what you paid, and the twelve months are released.
- Month 13Your membership renews automatically into a month-to-month membership at the then-current rate, currently $500.00 a month, charged monthly until you cancel. We write to you no less than 45 days and again no less than 15 days beforehand. Cancel any time by email or the cancellation form.
- PaymentCard or bank transfer, taken by Stripe. No codes, no discounts, no upsells.
Twenty-one days. Any reason. No questions.
For twenty-one days from the day you enroll, if you decide this is not it … write to us and we refund every dollar you paid and release you from the twelve-month commitment. Not a credit. Not a conversation. A refund.
You will not be asked to prove you tried, sit through a save call, or explain yourself.
We can do that honestly because a group session costs us the same whether you are in the room or not. The risk of finding out belongs to us, not to you.
One condition, stated plainly: if you take the refund, the fast-action price is no longer available to you on a later enrollment.
Straight answers
What you are actually thinking right now
"I already pay a CPA for this."
Good. Keep them. Most accountants are compliance experts … very good at telling the IRS what already happened. That is a yesterday job. Coaching is about what you do next week and next quarter so that next year the bill is smaller … and your CPA is the one who files the result.
"I have bought things like this before and never opened them."
I believe you. That is exactly why the Roadmap runs in one fixed order and why there is a live room every single week. You are not handed a library and wished well … you get Step 1, then Step 2, in a room where people notice when you stop showing up. And if twenty-one days in you know it is not going to happen, you say so and you get your money back.
"How do I know it will work for my situation?"
You get twenty-one days to find out, with a full refund on the table the entire time. Step 1 is your Generational Wealth Gap Diagnostic … so inside the first stretch you will see your own gap, in your own numbers. If that does not convince you, nothing written on this page should.
"Should I not wait until January?"
Waiting until January means producing several more months of income into the same structure that produced this year's bill. Tax strategy is forward work. Every month inside the old structure is another month of dollars already characterized, already taxed, already gone. January does not hand those months back.
"Why not start at Curriculum and move up later?"
If the honest answer is that the money is not there tonight, start at Curriculum. The system is the same. But be clear about what you are choosing. Curriculum is the system on your own time. Coaching is the system with a room every week and your actual documents looked at by the people who built the frameworks. The gap is not content. The gap is whether anyone is watching.
"Why does it renew at month thirteen?"
Because this work does not end at month twelve, and Members kept asking to stay. It is $500.00 a month at the then-current rate, we write to you 45 days and again 15 days beforehand, and cancelling is one email. You are never locked in past the year you bought.
Questions
The details, in plain words
What exactly happens after I pay?
Your Enrollment Agreement arrives from DocuSign within a few minutes, with your details already filled in. You sign it, and your access opens. A receipt and a copy of the terms you accepted land in your inbox at the same time. If you added your spouse, they get their own copy to sign … and your access never waits on their signature.
How does the spouse seat work?
Coaching is a household membership … Member plus spouse, two seats, one price, no surcharge. Add them in the enrollment form and they sign the agreement alongside you, with their own seat in the room. A plan only one of you understands is not a plan. It is a single point of failure.
Tell me about the guarantee again.
Twenty-one days from the date you purchase, counting the purchase date as day zero. Any reason at all. Write to support@uplevelbydesign.com and we refund the full amount you paid and release the twelve-month commitment. After that the twelve months are fixed.
What happens at month thirteen?
Your membership renews automatically into a month-to-month membership at the then-current monthly rate, currently $500.00 a month, charged every month until you cancel. We write to you no less than 45 days and again no less than 15 days before that first renewal charge. Cancel any time by email or through the cancellation form … it is one step and it is never time-barred.
Do I have to leave my CPA, attorney or advisor?
No, and we would rather you did not. Coaching is Done-With-You. The drafting, the returns and the asset management stay with the professional services firm you choose … ours, an affiliated one, or your own independent third party. What changes is that they finally receive a coordinated plan instead of a set of disconnected instructions.
How much time does this take?
One live hour a week, plus whatever you choose to spend building between sessions. Members who move fastest treat the weekly room as a standing appointment and bring one real decision to it every time.
How is this different from Curriculum and Consulting?
One Roadmap, one Uplevel Wealth Blueprint, one Uplevel Operating System, three levels of support. Curriculum is the system on demand with one Team-led group session a month … you drive. Coaching adds a live room every week, the monthly Pillar Clinic, and your artifacts reviewed. Consulting is the Team on your file, building the Diagnostic and the Drafting Packet with you.
Is this investment advice or legal advice?
No. Coaching is education and design. Uplevel By Design, LLC does not represent Members as their attorney and does not prepare their returns inside this program. Securities advice is given only through Collins Lambert, LLC and its own agreements. Tax preparation and bookkeeping are done by Your Books By Design, LLC under its own engagement.
The decision
Next year you will either have the architecture, or another year of notes about it.
Twenty-one days to decide from the inside. The only thing that expires tonight is the price.
Not ready tonight? Read the questions above, then write to support@uplevelbydesign.com and tell us where you are and what you are working on. A member of the Team reads it and comes back to you directly, so the first real conversation is already about your situation rather than ours.