Uplevel Protégé · Your engagement
After your Private Wealth Review.
Finally get your entire financial life dialed in.
Asset protection, tax reduction, wealth accumulation and intentional legacy, designed together in one Uplevel Wealth Blueprint built on your facts … and my Team helps you put it in place. Your terms, your dates and the agreement are all below.
Start My DiagnosticWe take only a few new Protégé Members each month.
Edward Collins, JD, CFP®, AAMS, RFC
Founder & Generational Wealth Creation Architect
What you get
Your Diagnostic. Your Blueprint. Help putting it in place.
- Your Generational Wealth Gap Diagnostic, starting the day you sign. My Team studies your businesses, property, money and goals, then shows you where the gaps are.
- Your own Uplevel Wealth Blueprint, which my Team designs around your facts and gives you in writing. We aim to finish it within 60 days after your Love It Or Leave It Period ends, once we have what we asked for.
- Help putting it in place. We don’t do your professionals’ work, and we don’t tell you which investments to buy or sell. We answer their questions about your Blueprint, track the steps with you, and help you adjust it when your facts change.
And along the way
- One-on-ones with my Team, up to two a month, and I join when your needs call for it. Unused meetings don’t carry over.
- Access to weekly group coaching sessions for additional support.
- A Seat for your spouse, at no extra cost, so you can do this together.
Your results depend on your facts, your choices and the work you do. My Team and I deliver everything your agreement lists … we don’t promise that you’ll protect more assets, pay less tax, grow your wealth or pass it on. Investment advice comes only from a licensed firm, under its own agreement with you.
Your investment
$60,000.00
To get your entire financial life dialed in … all four pillars in one coordinated Uplevel Wealth Blueprint, designed on your facts, with my Team’s help putting it in place.
Paid in full. Or $65,000.00 on the payment plan.
Today
You invest $5,000.00 today, your Diagnostic and Planning Fee, for your place, your Generational Wealth Gap Diagnostic and written findings that are yours to keep. It counts toward your total, whichever path you choose. Because my Team does that work for you alone, the fee is fully earned at checkout and is not refunded, even if either of us ends the engagement.
Through day 30
Love It Or Leave It. Either of us may end the engagement by email to support@uplevelbydesign.com before 11:59 PM Eastern on day 30, and we’re both released from everything after. If one of us chooses to leave it, whether that’s you or us, you still receive your written Diagnostic findings within 10 business days, covering what you’ve shared with us up to then. They’re yours to keep and use.
Day 31
If neither of us ends it, your balance is charged automatically: $55,000.00 on day 31, or five payments of $12,000.00, the first on day 31, then one a month on the dates in your Key Facts. You choose before checkout. We charge the bank account you give us, unless you choose a card, and never before you’ve signed.
The year
Twelve months, so the work doesn’t stop at your Blueprint … my Team helps you refine it as your circumstances change. After day 30, you’re committed to all twelve months, so the rest of your payments stay due even if you stop taking part. It does not renew on its own.
Edward Collins
Founder & Generational Wealth Creation Architect
I designed the method. My Team applies it to your facts.
I have specialized knowledge of how tax, estate and business structures work together, and of advanced wealth concepts and strategies … backed by a JD, the CFP® certification, and the AAMS and RFC designations.
How it starts
Thirty days for both of us to make sure it fits.
- 01
Today
You invest $5,000.00 to start your Diagnostic. Your agreement arrives by email. Please sign it the same day … your dates don’t move if you sign late.
- 02
When you sign
My Team starts on your Diagnostic, and your white-glove onboarding connects you with all of our technology.
- 03
The Diagnostic
You get a private Slack channel to talk with my Team, and a secure document portal we set up for you to share your documents and information. The sooner what we need reaches us, the sooner we can show you where the gaps are.
- 04
Day 30
Love It Or Leave It ends at 11:59 PM Eastern. If neither of us ends it, we go straight on to your Blueprint, your balance is charged automatically from day 31, and you’ve committed to the year.
- 05
Then
We design your Uplevel Wealth Blueprint on your facts, then help you put it in place.
Questions
Before you decide.
What does my $5,000.00 cover?
Your place, and your first month of work. We take only a few new Protégé Members each month, so your engagement holds a place no one else can take. Once you sign, my Team builds your Generational Wealth Gap Diagnostic for you alone. That’s why the $5,000.00 is fully earned at checkout and is not refunded. And if one of us chooses to leave it, whether that’s you or us, you still receive your written Diagnostic findings within 10 business days, covering what you’ve shared with us up to then. Those findings are yours to keep and use. That’s our promise.
How do I end it in the first 30 days?
Email support@uplevelbydesign.com before 11:59 PM Eastern on day 30. If you email a Team Member instead, it still counts. We’re both released from everything after, and you still receive your written Diagnostic findings within 10 business days. Love It Or Leave It is a release, not a refund.
When is each payment charged, and to what?
Automatically, at noon Eastern on each date in your Key Facts, to the bank account you give us unless you choose a card. Your Key Facts already move any weekend or bank holiday to the next business day. We may charge up to 2 business days after a listed date, but never before it, and never before you’ve signed.
What if I can’t sign today?
Your dates don’t move, and your Diagnostic starts when you sign. If you haven’t signed by the end of your Love It Or Leave It Period, your engagement ends and you owe nothing more. The $5,000.00 is not refunded, because it holds your place … so please sign the day you check out.
Start with your Diagnostic.
My Team starts on your Diagnostic the day you sign. Either of us may end it by email before 11:59 PM Eastern on day 30 … we’re both released, and your written findings still come to you. If neither of us does, we build your Blueprint, and you’ve committed to the year.
Your dates and your agreement are just below.
Before you pay
Check your dates. Read your agreement. Then begin.
Every date and amount below fills in as you choose. Nothing is charged until checkout. Your Diagnostic starts the day you sign. Today’s $5,000.00 is your Diagnostic and Planning Fee, fully earned at checkout and not refunded.
3Your Key Facts
These are your Key Facts as they’ll appear on page one of your agreement, assuming you check out today.
Your Key Facts · Uplevel Protégé
- Diagnostic and Planning Fee
- $5,000.00, paid today at checkout ()
- Love It Or Leave It Period ends
- 11:59 PM Eastern Time,
- How you chose to pay
- Choose above.
- Your price
- Choose above.
- Your engagement ends
- 11:59 PM Eastern Time,
- To end early
- Email support@uplevelbydesign.com before your Love It Or Leave It Period ends. After that, your payments are still due.
Paying by bank? Your dates start from the date on your receipt, which can be a few business days after today, and every date moves with it. If a date ever differs from your receipt, you get the later one.
My scope, and my affiliated firms
Uplevel Protégé provides strategic consulting, education and guidance … not direct legal representation, legal document preparation, tax return preparation, investment management, or insurance placement. These professional services are provided separately by appropriately licensed or qualified providers under independent client agreements.
Protégé Members may engage affiliated firms specializing in tax preparation and accounting, investment management, and insurance solutions, or any professionals they choose. I maintain ownership interests in certain affiliated firms and may receive financial benefits when Members engage their services.
Engaging any affiliated or recommended provider is entirely optional. Members are always free to retain the professionals of their choice, and no such engagement is required to participate in or receive the benefits of Uplevel Protégé.
Next: Stripe’s secure checkout. Use a card or your bank for the $5,000.00, and check one box to accept the agreement. Nothing else is charged today. If neither of us ends it by day 30, your balance is charged automatically on the dates in your Key Facts, and you’ve committed to the year. Using a card? The next screen asks where to charge the balance … a bank account, or the same card.