Pro

You don’t just earn — you own

Pricing: $5,000–$7,500/mo

Scope: Private Advisory

Access: Application-based

What’s Included

Everything in Rookie, plus private deal screening and opportunity vetting.
Personal Investment Policy: disciplined allocations aligned to risk and goals.
Family protection layers: LLCs, trust expansions, insurance audits integrated with legal.
Credit & leverage strategy: thoughtful use of credit for asset acquisition, not lifestyle burn.
Lifestyle management guardrails: capital controls, pre-approved vendors, spend monitoring.
Quarterly wealth reports & projections: forward-looking views, not just snapshots.