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Legacy Builder Membership (Annual) PPN 2026

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:

  • Your business and personal cash flow

  • Your profit and reserves

  • Your wealth strategy across business, personal, and real estate

  • 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:

  • 🔑 Twelve (12) monthly 1:1 coaching sessions (deep-dive strategic sessions)

  • 🤝 Quarterly Legacy Roundtables with other Legacy Builders

  • 🧭 In-person event access (special Legacy Builder gatherings; travel not included but we cover everything else)

  • Early access to new Counterflow tools, diagnostics, and strategies

  • Strategic integration of Profit First, Bank On Yourself, STILL, and Counterflow tech into your long-term plan


Who This Is For

  • Your business is established, and you’re ready to optimize all the way through

  • You want a trusted, strategic money team,  not just a one-off advisor

  • You’re serious about building multi-year wealth and legacy, not just next year’s revenue

  • 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:

  • Anchors a full-year partnership

  • Keeps everyone focused on long-term results

  • Simplifies the back office so you can focus on leadership

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