The Corporate Optional Blueprint

Your Corporate Optional Number — and the path to reach it — in three sessions.

For the disciplined high earner who doesn't need a enagagement. Get the framework, the math, and the savings architecture — then execute on your own, starting in the next four weeks.

3 private coaching sessions
Your personal Corporate Optional Number
Complete savings architecture
90-day execution roadmap
Full toolkit & worksheets
30 days of async support
The Blueprint is for you Yes
  • You're financially literate. You read the books, listen to the podcasts, and speak the language.
  • You're disciplined. When you have a plan, you actually execute it.
  • You don't need emotional coaching around money — you need the framework and the math.
  • You just want a clear, personalized number and a structured path to reach it.
  • You'd rather move fast and work solo than commit to a six-month engagement.
It's probably not for you No
  • You want a coach to walk beside you month after month as you execute.
  • Money brings up real emotional weight, and you want space to work through it.
  • You've tried "getting the plan" before and know you won't execute without accountability.
  • You want help with the whole transition — budegeting, income optimization, lifestyle design, mindset — not just the math.
  • You're planning a major life move (business launch, career change) in the next 12 months.
What's Inside

Three sessions. One Number. A real plan.

No fluff, no filler, no drip-fed modules. Three focused working sessions that build on each other — and leave you with a complete, personalized plan you can execute on your own.

01
Session One · 60 min
The Number
We walk through the Corporate Optional worksheet together, line by line. Pressure-test your Lean Number. Match your runway to your actual mission. Land on a Number that's both real and reachable.
02
Session Two · 60 min
The Architecture
Design the account structure that makes your plan work: where Coast FI assets live, where runway sits, where launchpad capital waits — and the automation that moves money there without willpower. This is where plans turn into systems.
03
Session Three · 60 min
The Path
Timeline to your Number at current savings rate — and what it takes to shorten it. Build a 90-day action plan with specific moves, specific targets, and specific dates. You leave with a plan you can execute alone.
Included
The Corporate Optional Toolkit
The full worksheet, a customized savings architecture diagram, a runway calculator, and a 90-day tracker — yours to keep, refer back to, and update as your plan evolves.
The Timeline

From enrollment to executing your plan — in four to six weeks.

Most Blueprint clients start their first session within ten days of enrolling and have their full plan in hand within six weeks. No drawn-out curriculum. Just focused work.

Week 1
Onboarding & Prep
You receive the worksheet, a short financial snapshot to fill out, and a welcome email. Everything you need before Session One arrives in your inbox.
Weeks 2–4
Three Sessions
Session One, then one to two weeks of implementation work, then Session Two. Another short integration window, then Session Three. Paced for depth, not speed.
Weeks 5–8
Async Support
30 days of email and Voxer access after your final session for questions that surface as you implement. When the window closes, you've got a plan and a toolkit you fully own.
Blueprint or Build?

Two paths to Corporate Optional. Pick the one that fits.

Both get you a Corporate Optional Number. The difference is how much coaching you want alongside the math.

 
THE BLUEPRINT
THE BUILD
Investment
$997
$3,997
Duration
4–6 weeks
6 months
Private sessions
3 sessions
12 sessions
Your Corporate Optional Number
Yes
Yes
Savings architecture design
Yes
Yes
90-day execution plan
Yes
Yes
Negotiation & career coaching
—
Yes
Mindset & identity work
—
Yes
Weekly async access
30 days
Full 6 months
Best for
Self-starters who execute alone
Those building the full transition
Not sure which fits? Book a free Strategy Call and we'll figure it out together.
Before You Enroll

The questions most people ask.

How is this different from reading a book or taking a course?

Books and courses give you a generic framework. The Blueprint gives you your number, your savings architecture, and your 90-day plan — built alongside a coach in three focused sessions. You're not learning a system; you're leaving with one that's already personalized, tested, and ready to execute.

What happens if I need more support after the three sessions?

You get 30 days of email and Voxer access after Session Three, which covers most implementation questions. If you want more, you can either purchase follow-up sessions à la carte or upgrade to the full six-month Build — in which case your Blueprint investment is credited toward the cost.

How soon can I start?

Onboarding begins within 48 hours of enrollment, and most clients have their first session scheduled within 7–10 days. The full Blueprint typically wraps in four to six weeks.

Is this financial advice?

No — this is financial coaching. I don't manage investments, recommend specific securities, or act as a fiduciary. What I do is help you build the financial architecture and behavioral plan that gets you to Corporate Optional. Clients often keep their financial advisor and add this.

Do you offer refunds?

If you complete Session One and genuinely feel the Blueprint isn't a fit, I'll refund the remainder, no friction. After Session Two, the work is substantially delivered and the investment is non-refundable. That said — I'd rather you upgrade than refund, so let's always have that conversation first.

Can I upgrade to The Build later?

Yes. If you enroll in The Blueprint and decide within 60 days of your final session that you want the full Build, your $997 is credited toward the $3,997 investment — so you don't pay twice for overlapping work.

Ready to start

Get your Number. Build the plan. Execute on your own.

The Blueprint is designed for the disciplined high earner who knows themselves well enough to know: they don't need a hand-hold — they need a framework and a clear path.

$997
or 2 × $549
Enroll in the Blueprint
First session within 10 days. Full plan in four to six weeks.