See The Four Ways In →
The Real Wealth Matrix™ Playbooks

The Playbook Library

Every strategy our Implementation Team runs for Members and Clients, written as an operating file you can actually work … the math shown line by line, the pass/fail Scorecard, the build sequence with every owner named, and the documentation file that makes a position defensible rather than merely claimed.

Take one Playbook. Take a pillar. Or take the annual seat and open the whole library, current and future.

See The Four Ways In
How To Take It

Four Ways In

If you want the whole architecture, take the Annual seat. If you want to start where the pressure is, take the one Playbook that matches it.

What you buy outright is yours permanently · What a membership includes stays open while that membership is in good order · No refunds on any rung
One Strategy

A Single Playbook

$97
One Time
One Playbook Course, yours permanently
The Playbook, the worksheet, and the Audit Defense Binder insert
The calculator where the strategy needs one
Choose A Playbook
Secure Checkout · Access Opens Within Minutes
One Pillar

A Pillar Cohort

$197
One Time · A $291 Value
All three Playbooks in the pillar you choose
Yours permanently
Course, Playbook, worksheet, and Binder insert for each
Choose A Cohort
Secure Checkout · Access Opens Within Minutes
Membership

Uplevel Premium · Monthly

$97
Per Month
The full Uplevel Premium course catalog
One Playbook unlock every month, and what you unlock is yours permanently
Unused unlocks expire at renewal
Start Monthly
Secure Checkout · Cancel Anytime
Recommended

Uplevel Premium · Annual

$997
Per Year · A $1,785 Value
The complete Playbook library, current and future
The full Uplevel Premium course catalog
Every new Playbook the moment it drops
Take The Annual Seat
Secure Checkout · Cancel Anytime
Step 1 of 2

Tell us where your access should go.

Choose a rung above to begin

Use the email on your The Uplevel Community account.

Every Playbook unlock is sent to that address. An email that is not on your Community account cannot be matched to your membership, so please use the one you joined with.
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Payment is taken by Stripe on our own branded checkout. There is no money-back guarantee on any rung of this ladder.
What You Actually Get

Not A Document. A File You Work.

The strategy is free and always has been. What owners lose on examination is the file. Every Playbook ships as a working set.

The Playbook Course
Four guided lessons … the strategy and whether it is yours, the mechanic and the math, the Scorecard and the build, and the guardrails.
The Charter Playbook
The complete verified file. Worked math line by line, the Implementation System with every step tagged to its owner, and the Kill Switches named plainly.
The Member Worksheet
Your own facts, gate by gate … the Scorecard and the arithmetic with a blank column beside the worked example.
The Calculator
Where the math carries the decision, a Sheets model you copy and run on your own numbers.
The Audit Defense Binder Insert
The document inventory for that position, tab by tab. If you cannot defend it, you do not own it.
The Authority Map
Every statute, regulation, and figure cited, verified against current law at publication with the verification date printed on the file.
The Library

Four Pillars. One Architecture.

Preserve creates the capital. Protect shields it. Position compounds it. Pass transfers it, intentionally. A Cohort takes one pillar. The annual seat takes all of them, and everything that drops next.

Preserve … Keep More

1-01
S-Corp Owner Salary Optimization
1-02
Hiring Your Minor Children
1-03
The §280A(g) Augusta Rule

Protect … Protect More

2-01
The HoldCo / OpCo LLC Stack
2-02
Charging Order Exclusivity
2-03
Umbrella & Excess Liability Layering

Position … Grow More

3-01
The Operating Cash Sweep Architecture
3-02
Buy, Borrow, Die
3-03
Direct Indexing & Tax-Loss Harvesting

Pass … Pass More

4-01
The Five-Document Foundational Stack
4-02
The Modern-Day Rockefeller Method
4-03
The Buy-Sell Agreement After Connelly
How Access Works

What You Buy Is Yours. What A Membership Includes Is Open While You Are A Member.

A Playbook or a Cohort you purchase outright stays yours permanently, whether or not you hold a membership.
A Playbook you unlock with a monthly credit is a purchase … it stays yours permanently too.
Everything a membership includes stays open while that membership is in good order. If it lapses you revert to the free tier of The Uplevel Community and keep whatever you bought or unlocked.
Unused monthly unlocks expire when a monthly membership ends. They are not refundable and they do not bank.
There is no money-back guarantee on any rung. Read the free Strategy Brief for the strategy first … it is a full six-page edition of the real thing, and it costs nothing.
Who Built This

Designed By The Architect. Executed Like The Team Does It.

“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.”

Edward Collins
Edward Collins, JD, CFP®, AAMS, RFC
Founder & Generational Wealth Creation Architect · Uplevel By Design, LLC · A Fractional, Virtual, Multi-Family Office

Every Playbook in this library is drawn from the same verified Strategy Library our Implementation Team runs for Uplevel University Members, Uplevel Protégé Members, and Private Clients, and every figure in it was checked against current law before it shipped.

Straight Answers

Questions Owners Actually Ask.

What exactly do I get, and how fast?
The Playbook Course opens inside The Uplevel Community, with the Playbook, the worksheet, and the Audit Defense Binder insert attached to its lessons. Access opens within minutes of checkout rather than the same second … the unlock runs on an automated rail, and we would rather tell you that than have you refreshing the page.
Is this tax advice?
No. It is an educational publication … the frameworks are general, and outcomes depend on facts, documentation, and execution specific to your situation. It is built to make the conversation with your own professional Team dramatically sharper. We can promise process, not outcomes.
If I only care about one Pillar, why would I take the annual seat?
If one Pillar is genuinely all you want, the Cohort is the honest answer and it is yours permanently. The annual seat earns its price when you want the whole architecture and everything that drops next … the Pillars are designed to work together, and most structure problems live in the seams between them.
What happens if I stop paying?
You revert to the free tier of The Uplevel Community and you keep everything you bought or unlocked. What the membership included closes. Nothing you purchased is taken back.
Can I see the quality before I spend anything?
Yes, and you should. Every strategy has a free Strategy Brief … a full six-page edition of the real thing, carrying the number, the qualification gate, and the Scorecard. Read one first. That is the closest thing to a guarantee we offer, and it costs nothing.

This page and the Playbooks it offers are for educational purposes only. They do not constitute tax, legal, or investment advice, and they do not create a professional engagement. Strategies described are general frameworks … outcomes depend on facts, documentation, and execution specific to each situation. Uplevel By Design, LLC does not represent any Member or Client as the Member’s or Client’s attorney. Consult your qualified professional Team before implementation. We can promise process, not outcomes.