MenuReserve My Seat At The Workshop
IT'S TIME TO BECOME AN Uplevel EntrepreneuR
You Built The Business.
Now Let's Build Generational Wealth.
You probably have a CPA. Maybe an attorney. Possibly a financial advisor, insurance agent, or even a banker. Each may be excellent at what they do. But having good advisors isn't the same as having a coordinated plan … and the gaps between them can become some of the most expensive gaps in your financial life.
Who this is for
Business Owners Who Want To Get Their Financial Life And Business Truly Dialed In.
We Have The Roadmap, You Just Need To Choose Your Level Of Support.
Curriculum
You earn roughly $100,000 to $250,000. You want the whole system, and you'll work it yourself.
Coaching
You earn roughly $250,000 to $500,000. You have advisors, and you're tired of the gaps between them. You want the opportunity of weekly guidance and people building beside you.
Consulting
You earn $500,000 or more with a six-figure tax bill, and you're done stitching it together yourself. You want it built on your facts, with our 1:1 help every step of the way.
Every level
Your spouse sits in every room with you. Two seats, one membership, one household heading in the same direction.
This is not for someone looking for loopholes, get rich quick schemes, or a guarantee. Uplevel Entrepreneurs know that worthwhile goals always take work and that there's no way to guarantee outcome since we can't make you implement. What we can do is guarantee the room, the roadmap, and the guidance in your Journey toward the Creation of Generational Wealth.
WHAT IS AN Uplevel Entrepreneur
The Blueprint and the Operating System
Uplevel Entrepreneur is a program built by Edward Collins to give business owners the framework, guidance, and level of support they need to keep more of what they earn, protect what they've built, position their wealth to grow, and pass it on intentionally.
An Uplevel Entrepreneur has their financial life and their business truly dialed in … by design, not by default. Business owners. W-2 professionals with something on the side. Real estate investors who run property as the business it is. If that's you, there's one Blueprint to build and one Operating System to run … and three ways we help you do it.
The Uplevel Wealth Blueprint is what you build … the architecture of generational wealth, realized in entities, trusts, accounts, and documents. The Uplevel Operating System is how you run it. Most entrepreneurs who buy planning are handed a binder and left to figure out the rest, and the binder collects dust because nobody taught them to run it. We build the Blueprint with you, then we teach you to run it, for life. If your goal is the Creation of Generational Wealth, you need both, and almost nobody sells both.
Keep it. Protect it. Grow it. Pass it on. By design.
The Roadmap
Every month, worked together, in order, by design.
Every Uplevel Entrepreneur Member walks one Roadmap: Build the Uplevel Wealth Blueprint first. That's the infrastructure that makes everything else possible in your Journey toward the Creation of Generational Wealth. Then learn to run it using the Uplevel Operating System. Each phase of this curated program ends with something you hold. Within a year, your financial life and business finally get dialed in.
Month 1
Planning
Onboarding · Findings
Your Uplevel Resource Map, activated · Your Uplevel Balance Sheet and Income Statement
Month 2
Blueprint
Structure
Your Uplevel Wealth Blueprint
Month 3
Blueprint
Implementation
Your Uplevel Drafting Packet, in the professional's hands · Your Formation Checklist, open
Month 4
Operations
Running the structure
Your Uplevel Operating Manual, chapter one: entities, banking, intercompany flows, minutes and resolutions
Month 5
Strategy
Tax Planning
Your Uplevel Tax Reduction Game Plan, with the Ledger inside it
Month 6
Operations
Running the strategy
Operating Manual, chapter two: the compliance calendar, documentation, payroll and reimbursement mechanics
Month 7
Planning
Mid-Year Review
Your six-month delta: the Findings instrument re-run against the Blueprint, the Formation Checklist closed out, the Ledger measured against the Game Plan
Month 8
Strategy
Position
Your Uplevel Capital Deployment Plan
Month 9
Operations
Running the money
Operating Manual, chapter three: routing cash into deployment, accumulation, and storage accounts
Month 10
Strategy
Legacy
Your Uplevel Legacy Plan and Family Constitution
Month 11
Operations
Running the legacy
Operating Manual, chapter four: trust administration, funding, beneficiary reviews, the family meeting cadence
Month 12
Planning
Year in Review
Your Uplevel Annual Review: the year's delta, what you now hold, and the level for the year ahead
How it works
One Blueprint. One Operating System. Thirty days to decide.
Everything we teach runs on the Real Wealth Matrix™: Tax Reduction, Asset Protection, Wealth Accumulation, and Intentional Legacy. Every Member builds the same Blueprint and learns to run the same Operating System.
Thirty days to decide
Your first thirty days are the Love It Or Leave It phase. Onboarding and Findings happen inside them. We work to finally get your current financial landscape mapped so that we can plot the proper course toward the Creation of Generational Wealth. By Day 30, either of us can conclude in writing, and nothing further is owed. Stay, and it's the same monthly amount for the rest of the year. We can't make anybody do the work or implement the things that will Uplevel their life and their business. The only guarantee in this house is that you'll either love it, or we make it easy for you to leave it. Our focus is making sure you love it … because we want you Uplevel for Life.
Uplevel for Life
Complete your first year and you earn an honorific … Associate at Curriculum, Fellow at Coaching, Protégé at Consulting … and its privileges for life: the mark, first access. An honorific is a standing, not a membership. At month thirteen your membership renews at your level's rate, and your Annual Review is where you stay, move up, or step down. You resize the support and keep what you earned.
One Program · Three levels of support
One Blueprint. One Operating System. Three levels of help.
The Blueprint and the Operating System are the same at every level. The only question is how much help you want. Complete a year at any level and you earn its honorific … extra privileges for life, at whatever level you continue in.
Curriculum
The system, on demand · The Team once a month
You earn roughly $100,000 to $250,000. You want the whole system and you'll work it yourself.
- The whole Operating System … every course, template, tool, and checklist, unlocked from Day 31
- One Team-led group coaching session a month
- The Uplevel Entrepreneur community
- You and your spouse, two seats
$200 per month. Twelve months.
By Day 30, either of us may conclude the relationship in writing. Simply email support@uplevelbydesign.com. Once the relationship is concluded, there's no further obligation for either of us after that. You keep what you've uncovered in your first thirty days.
None. Your first thirty days lay the groundwork from which we build together during the year, and they are your opportunity to feel out the room. The clear and easy exit we provide at Day 30 is your safety net.
Complete your first year and you earn the Associate honorific … the Associate mark and first access to new courses and events … extra privileges you keep for life, at whatever level you continue in. A standing, not a membership: your membership continues at the level you choose, at its rate. You are always known by the highest honorific you've earned.
Coaching
The system, on demand · The Team every week · Edward once a month
You earn roughly $250,000 to $500,000. You want guidance every week and people building beside you.
- Everything at the Curriculum level, unlocked from Day 31
- A live group coaching session every week … Edward leads one each month
- The monthly Real Wealth Matrix Pillar Clinic
- Eligibility for our affiliated firms' professional services
- You and your spouse, two seats
$500 per month. Twelve months.
By Day 30, either of us may conclude the relationship in writing. Simply email support@uplevelbydesign.com. Once the relationship is concluded, there's no further obligation for either of us after that. You keep what you've uncovered in your first thirty days.
None. Your first thirty days lay the groundwork from which we build together during the year, and they are your opportunity to feel out the room. The clear and easy exit we provide at Day 30 is your safety net.
Complete your first year and you earn the Fellow honorific … the Fellow mark, special event invitations, and first access to new courses and events … extra privileges you keep for life, at whatever level you continue in. A standing, not a membership: your membership continues at the level you choose, at its rate. You are always known by the highest honorific you've earned.
Consulting
The system, on demand · The Team every week · Edward every month · The Team on your file, one-on-one … and Edward when it matters
You earn $500,000 or more with a six-figure tax bill, and you're done stitching it together yourself. You want it built on your facts, with us. Seats at this level are limited each month, so that every Consulting Member is served well.
- Everything at the Coaching level
- Up to two one-on-one consulting sessions a month with your Team advisor … Edward joins when the Team decides complexity warrants it
- The Generational Wealth Gap Diagnostic in your first thirty days: your Uplevel Balance Sheet and Income Statement completed by the Team, with the written gap narrative
- Your Uplevel Drafting Packet built and quality-assured by the Team, and the hand-off to the professional of your choice facilitated for you
- The Consulting Room with Edward, monthly, and the annual Consulting gathering
- A formal one-on-one Mid-Year Review and Annual Review
- You and your spouse, two seats
$5,000 per month. Twelve months.
By Day 30, either of us may conclude the relationship in writing. Simply email support@uplevelbydesign.com. Once the relationship is concluded, there's no further obligation for either of us after that. You keep what you've uncovered in your first thirty days.
None. Your first thirty days lay the groundwork from which we build together during the year, and they are your opportunity to feel out the room. The clear and easy exit we provide at Day 30 is your safety net.
Complete your first year and you earn the Protégé honorific … the Protégé mark, special event invitations with a standing introduction, first access to new courses and events, and priority for a Consulting seat whenever a month is full … extra privileges you keep for life, at whatever level you continue in. A standing, not a membership: your membership continues at the level you choose, at its rate. You are always known by the highest honorific you've earned.
Questions
The questions we get asked, answered straight.
We share the answers clearly so that you can make a fully informed decision to finally get your financial life and business truly dialed in.
01I already have a CPA, an attorney and an advisor. Why this?+
Keep them. Each is good at their piece. None of them is paid to coordinate the whole picture, and the gaps between them are where high-income families quietly lose the most. Uplevel Entrepreneur builds the one Blueprint your professionals work from, and teaches you to run it. Your advisors keep their jobs. You finally hold the plan they plug into.
02Is this another guru course?+
No. There are no secrets here, no hacks, and no promoter's costume. Uplevel Entrepreneur is built by Edward Collins, JD, CFP®, AAMS, RFC, who has spent decades building his own companies and helping thousands of high-income earners get their financial lives dialed in. Every phase ends with an artifact you hold, with your name on it. The course is the least of it.
03Twelve months is a long commitment.+
It's how long the work takes. The Blueprint is built in months one to three. The Operating System is learned in months four to twelve. You get thirty days first: by Day 30, either of us can conclude in writing and nothing further is owed. From Day 31 the balance of the year is fixed, and it renews at month thirteen at the same rate.
04What do I actually hold at the end of each phase?+
Nine Uplevel artifacts, in order: your Resource Map, your Balance Sheet and Income Statement, your Wealth Blueprint, your Drafting Packet and Formation Checklist, your Tax Reduction Game Plan with the Ledger inside it, your Operating Manual in four chapters, your Capital Deployment Plan, your Legacy Plan and Family Constitution, and your Annual Review. We promise the artifacts and the plan, never the outcome.
05Which level is right for me, and can I change my mind?+
Curriculum if you'll work the system yourself. Coaching if you want guidance every week and people building beside you. Consulting if you want it built on your facts, with the Team on your file … seats there are limited by capacity each month, never by judgment. Your Annual Review is where you stay, move up, or step down.
06I'm a W-2 professional with something on the side, or a real estate investor. Does this fit?+
Yes, if you run it as the business it is. The Blueprint is the same architecture … entities, trusts, accounts, and documents … whether the income comes from a company, a practice on the side, or property. What changes is which pieces you need first, and Findings in month one sorts that out on your facts.
07Do you do the work for me?+
Every level is Done-With-You. We build the Blueprint with you and teach you to run it. The professional who drafts your documents owns them, whether that's counsel you already trust or a firm you choose. Returns and asset management stay with the respective professional services firm; where that's Your Books By Design, LLC or Collins Lambert, LLC, the door opens at Coaching and Consulting. You contract with Uplevel Entrepreneur, LLC, an Uplevel By Design company.
08Is my spouse included?+
Yes. Every membership carries two seats: you and your spouse, in every room, at every level, from the first session. Generational wealth is a household project. The Legacy Plan and Family Constitution in month ten are built by the two of you, not handed to one of you.
09Is any of this aggressive? I don't want trouble.+
No. Tax avoidance and tax evasion are two very different things. We work the table stakes and the advanced strategies that carry real weight when done correctly, and we avoid absolutely the schemes promoted on social media as legal ways to evade tax … there is no such thing. Your Tax Reduction Game Plan is built to be documented and defended, never hidden.
10What happens after year one?+
You earn your honorific … Associate, Fellow, or Protégé … and its privileges for life. Your membership renews at month thirteen at the same rate, and your Annual Review is where you choose to stay, move up, or step down, all the way to the free Uplevel Community. Nobody leaves the enterprise. You resize the support and keep what you earned.
11Who sees my information, and why do you record sessions?+
The Team. In group rooms, you decide what you share. We record sessions so you can revisit them and so the Team can prepare, deliver, and support the community well, and we use artificial intelligence in that work. You'll acknowledge both at signing. The full Membership Terms live in the Policies Library.
12Why not wait until next year?+
Because the tax year you're in is the one you can still change. Implementation opens in month three and stays open; Tax Planning is month five. Every month you wait is a month of structure you're not running. There is no deadline and no discount for deciding now … only the thirty days, which start when you do.
Uplevel Entrepreneur, LLC, an Uplevel By Design company, is the contracting entity. Uplevel does not provide legal, tax-preparation, investment-advisory, or insurance services within the program; those are engaged separately with the respective professional services firm, and the professional who drafts your documents owns them. We promise process and artifacts, not outcomes.
Edward Collins, JD, CFP®, AAMS, RFC
Founder, President & CEO · Uplevel By Design, LLC
Uplevel Entrepreneur, LLC · an Uplevel By Design company
One way to begin
Meet us in the room.
The Workshop On Tax Reduction
A live working session on tax reduction. It's the first step in your four-pillar journey to generational wealth creation.
