VIP Days

VIP Days are for you, if you are…

Ready with Fundamentals

Ready to Accelerate

Meant to Play Big


VIP DAY coaching and mentorship is for the high-achieving entrepreneur who knows they are meant to play bigger, has business fundamentals in place and is ready to immediately accelerate their success into a new level of leadership, income and impact. VIP days are included in some of our higher level VELOCITY programs.

Because a great plan requires execution to achieve your next level of success, you’ll be coaching with me privately for 60 days after your VIP DAY to implement the plan that what we’ve co-created together.

Our programs are for experienced financial advisors with a CDFA® credential seeking high quality, integrity and honesty in business coaching and mentoring. Admittance is by application only. For more information, contact our client concierge so we can assess if you would be a good fit for our community and discuss our different program options.


VIP days can be held at my offices in Phoenix, or if you feel that it’s valuable to have me in your office to set up computers, systems, environment, that’s an option also.

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Whether you just received your CDFA® accredidation, or you are ready to take your business to the next level, let's get started today!

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