12-Month Private Wealth Experience
Established entrepreneurs who are ready to move beyond building income… and start engineering wealth.
This is for operators who want proximity, capital strategy, real asset plays, and access to rooms where serious conversations happen.
The Promise
In 12 months, you will transition from business owner to Wealth Operator — installing advanced tax strategy, capital leverage, and asset acquisition systems.
Everything in Streams to Millions — Core PLUS:
Three Private In-Person Wealth Masterminds Per Year
Elite members are invited to 3 curated in-person masterminds annually, including:
2 U.S.-Based Private Wealth Rooms
1 International Wealth Retreat Experience
These are not networking events.
These are capital strategy rooms.
Inside these masterminds we focus on:
Live deal breakdowns
Capital stacking & funding leverage
Advanced tax structuring conversations
Real estate execution strategy
Wealth protection & asset positioning
High-level operator networking
The International Wealth Retreat is designed to combine global wealth conversations, strategic planning, and elite relationship building in a luxury setting.
Limited seats. Curated room. Serious operators only.
(Travel and lodging not included unless otherwise specified.)
Advanced Wealth Strategy Curriculum (Elite Only)
Advanced Tax Wealth Strategies
High-income tax structuring
Entity stacking
Advisory & retainer model positioning
Audit protection mindset
Advanced Funding & Capital Strategy
Funding stacking
Building bank relationships
Leveraging OPM responsibly
Capital deployment strategya
Real Estate Wealth Execution
New construction plays
Fix & flip strategy
On-site real estate pop-ups
Leveraging real estate for long-term wealth
Scaling the 7-Figure Tax Business
Service bureau expansion
Accounting services integration
Sales & recruiting systems
Elite Access & Proximity
Private Elite group chat
Priority access to Dr. Rosie
VIP seating at events
Early access to programs, partnerships & opportunities
This tier is about proximity and positioning.
PAYMENT PLAN
6-Month Multi-Stream Business Mentorship
The Promise
Install 3–5 scalable income streams in 180 days — with systems, funding, and leverage built in.
6-month group mentorship
bi-weekly virtual coaching calls
Implementation-focused trainings
Hot-seat coaching during calls
What We Build Together
PHASE 1 — Cash Flow Engine
Build or optimize your 7-Figure Tax Business
Profit-based pricing
Client acquisition systems
Sales & recruiting structure
Outcome: Predictable $20K–$50K+ months
PHASE 2 — Systems & Scale
Service → systems
Team structure
Automation installs
Delivery optimization
Outcome: Business runs without you being the bottleneck
PHASE 3 — Digital & Recurring Income
eBooks & courses
Webinar funnels
Community monetization
Recurring revenue installs
Outcome: Second & third income streams activated
PHASE 4 — Funding & Asset Foundation
Business credit fundamentals
Funding packaging
Entry real estate strategies
Fix & flip foundation
Capital leverage basics
Outcome: You move from operator to asset builder
What’s Included
Bi-weekly live coaching calls
Hot-seat implementation sessions
Private community access
Resource vault (templates, scripts, SOPs)
1 Live In-Person Mansion Mastermind
$7,000
PAYMENT PLAN
Over the next 6–12 months, you’ll:
🟡 Build or refine offers that actually generate cash flow
🟡 Launch within your first
30–60 days
🟡 Create recurring income through digital products & services
🟡 Build a funding & credit-based business the right way
🟡 Learn how to position capital for real estate opportunities
🟡 Operate like a CEO — with systems, leverage, and strategy