High-touch coaching, roundtables, and in-person connection for entrepreneurs building serious, long-term wealth. Full access to everything in PPN, plus deep partnership on your numbers and strategy.
This is our highest-touch PPN tier. Limited seats are available to protect depth of support.
You’re not just building a business. You’re building a legacy.
Legacy Builder is our most intensive level of support. It's designed for established business owners and real estate investors who want a thinking partner, a money team, and a long-game plan.
This is where we roll up our sleeves with you and:
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Your business and personal cash flow
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Your profit and reserves
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Your wealth strategy across business, personal, and real estate
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Your nervous system’s capacity to hold all of it
You bring your drive and vision. We bring structure, strategy, tools, and support.
What’s Included
Everything in General Membership, plus:
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🔑 Twelve (12) monthly 1:1 coaching sessions (deep-dive strategic sessions)
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🤝 Quarterly Legacy Roundtables with other Legacy Builders
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🧭 In-person event access (special Legacy Builder gatherings; travel not included but we cover everything else)
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Early access to new Counterflow tools, diagnostics, and strategies
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Strategic integration of Profit First, Bank On Yourself, STILL, and Counterflow tech into your long-term plan
Who This Is For
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Your business is established, and you’re ready to optimize all the way through
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You want a trusted, strategic money team, not just a one-off advisor
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You’re serious about building multi-year wealth and legacy, not just next year’s revenue
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You want your wealth-building to honor your values, family, nervous system, and future
Why Annual?
Legacy work moves best in years, not weeks.
Annual billing:
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Anchors a full-year partnership
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Keeps everyone focused on long-term results
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Simplifies the back office so you can focus on leadership