Our Wealth Roadmap

$0/month

Survival Mode

Complete these to reach $2K/month

Get a Top 25-50 Invite 20 people to opportunity (CAPTAINS SYSTEM) Recruit 2 agents Complete 5+ field trainings (MATCHUP SYSTEM) Submit 3–5 policies (3K–6K points) Help first recruit start licensing process Track basic bills and expenses Make sure you have food and necessities

🎉 Celebration: Treat yourself to a small meal out or a relaxing evening at home.

$2K/month

~$25K/year

Complete these to reach $5K/month

Collect 150 prospects Invite 50 people to opportunity Recruit 5 agents Help 2 recruits get licensed Complete 20 field trainings Submit 10–12 policies (~12K points) Help first recruit submit their first policy Track all clients and policies List overdue bills Organize workspace and home Daily phone zones Take first intentional trip (nearby city or nature trip) Establish basic health needs (sleep, water, movement) Start "Countries Visited" tracker Begin documenting our life and business journey for future books and films Start researching optimal health, nutrition, and family planning Study natural birth, doulas, and home birth options Faithfully tithe 10% of all income to the church Pray and support church mission efforts

🎉 Celebration: Go out for a nice dinner.

NEXT STEP

March 13 - April 10

Month 1 of 8k run

150 prospectsInvite 50 people to BOM Get 5 directs 2 NLA Complete 25 field trainings Submit 10–12 policies (~12K points) Get a new agent a first check Buy Avriana a new phone (business priority) Track all clients and policies List overdue bills Organize workspace and home Consistent Excercise system Daily phone zones

🎉 Celebration: Get a Massage!

PART TWO

April 11 - May 9

Month 2 of 8k run

150 prospects Invite 50 people to BOM Get 5 directs 2 NLA Complete 25 field trainings Submit 10–12 policies (~12K points) Get another first check (Possibly 2) Keep tracking (Prep admin) List overdue bills Organize workspace and home Consistent Excercise Systems Daily phone zones

🎉 Celebration: Spa/Pedi!

$5K/month

~$50K/year

Complete these to reach $8K/month

Invite 100 people to opportunity Recruit 10 agents Build a 10–15 agent base shop Help 3 agents become licensed Reach 25K team submitted points GEB 1 Bonus Start developing first Captain Take 1 quarterly (NEW) trip (domestic travel) Track policies submitted Track commissions weekly Pay rent and office monthly Upgrade clothing and appearance Start basic admin planning Create shared vision plan for 5 children and family life Begin writing ideas and outlines for our first book Research nonprofit structures for future missions Maintain consistent 10% tithe as income grows Begin supporting church missions financially

🎉 Celebration: Weekend getaway.

$8K/month

$100K/year (Six Figures)

Complete these to reach $10–15K/month

DRIVE weekly Captains System (10/3/1) Recruit 15 agents Develop 2 Duplicatable Captains Build a 25–30 agent base shop Help 5 agents get licensed Reach 50K submitted points GEB 2 Hire production coordinator (Top clients) Begin quarterly international travel Upgrade to newest iPhone (begin annual upgrade rule) Visit 2 new countries Begin writing chapters of our success journey book Begin planning nonprofit to help children experience travel Build consistent health routine for long-term family health Help fund church mission trips when possible Encourage generosity culture within team Purchase Tesla Model 3 or Model Y

🎉 Celebration: Luxury weekend trip.

$10–15K/month

$150–180K/year

Complete these to reach $20–30K/month

Recruit 25 agents (Net FA) (President’s Club level) Develop 3–4 Captains duplicating recruiting Help 8 agents get licensed Promote first Director (25 recruits / 25 apps / 25K points) Reach 100K submitted points GEB 3 Build a 40–50 agent base shop Mentor Top Producers Improve systems Travel internationally every quarter Visit 3–4 new countries Hire Base Shop Coordinator Hire marketing/videographer support Film and document parts of our life journey for future documentary Begin acting or on-camera experience to prepare for future film projects Begin building network in film, publishing, and media Sponsor someone to go on a church mission trip Increase giving opportunities beyond tithe when possible

🎉 Celebration: 4-day vacation somewhere warm.

$20–30K/month

$250K/year

Complete these to reach $50K/month

Recruit 35–50 agents (Net FA) Develop 6 Captains running recruiting systems Promote 2 Directors Help 12 agents become licensed Reach 150K–200K submitted points Build a 75–100 agent base shop Build leadership team GEB 4 Recruit leaders duplicating system Begin monthly international travel Reach 10+ countries visited Create strong culture Upgrade wardrobe fully with designer clothing Hire fitness coach or personal trainer Prepare environment for first child with strong health and support system Connect with doulas and natural birth professionals Begin nonprofit groundwork for children's travel programs Fund multiple church mission trip scholarships Begin setting aside budget for kingdom projects Increase savings to $5K/month Open investment accounts for long-term wealth Prepare financial structure for future children Upgrade to luxury apartment or condo

🎉 Celebration: International vacation.

$50K/month

$500K/year

Complete these to reach $65K/month

Promote first Marketing Director Develop 3 Directors in base shop Recruit 50 agents in a month GEB 5 Reach 200K submitted points Build a 100+ agent base shopBuild marketing engine Automate recruiting systems Visit 20+ countries Begin luxury travel experiencesDocument success stories Hire personal stylist and barber Hire nanny or childcare help Hire personal chef Launch nonprofit initiative to sponsor travel experiences for children Invest in high-level health support for family (nutrition, training) Begin early development of film about our life journey Become major financial supporter of church missions Help fund international mission efforts Purchase first luxury vehicle (S580) Maintain $10K/month savings rate

🎉 Celebration: Buy a luxury watch or take a resort vacation.

$65K/month

~$750K/year

Complete these to reach $100K/month

Promote 2 Marketing Directors Develop 4–5 Directors Recruit 50+ agents monthly through team duplication Reach 300K submitted points Grow to 150+ agents attending meetings GEB 5 becomes the normScale team operations Hire additional assistants Track top performing policies Upgrade luxury apartment and office space Expand recruiting leadership Hire office manager Strengthen production systems Begin media appearances and storytelling about our journey Support wife's modeling or magazine opportunities Document family and business life for future media projects

🎉 Celebration: Weekend luxury getaway.

$100K/month

$1.2M/year

Complete these to reach $167K/month

Promote 4 Marketing Directors Develop multiple Director teams Scale recruiting systems across Captains Reach 500K submitted points Grow organization to 250+ agents Press for new GEBExpand executive leadership Increase team size Optimize business systems Visit 40+ countries Take extended international trips (2–3 weeks) Plan mansion purchase Hire personal driver Expand nonprofit to take groups of kids on educational world travel Begin development of film or documentary project about our journey Build strong family support system for raising 5 children Sponsor multiple church mission teams annually Help fund large church outreach initiatives Purchase G-Wagon Maintain strong investment portfolio Upgrade family home toward mansion plan

🎉 Celebration: Luxury international vacation.

$167K/month

$2M/year

Complete these to reach $250K/month

Promote 6 Marketing Directors Operate a million-point base shop Develop leadership infrastructure Reach 700K–1M submitted points Build systems duplicating recruiting nationwide New GEB4?Expand executive leadership Increase team size Hire additional admin staff Begin planning and funding first homeless shelter initiative Hire experienced creative team for film development Continue documenting family and mission journey

🎉 Celebration: Luxury travel with family.

$250K/month

$3M/year

Complete these to reach $334K/month

Promote 8 Marketing Directors Develop second generation Directors Reach 1.5M submitted points Build 400+ agent organization Expand recruiting across multiple states GEB5+Expand global leadership team Hire production manager Scale marketing and videography empire Purchase yacht Acquire beach house Order private jet Visit 75+ countries Travel across multiple continents annually Begin professional production of film or documentary Expand nonprofit children's travel program internationally Begin planning long-term family estate and legacy structures Fund large mission projects through the church Help expand church mission programs globally

🎉 Celebration: Luxury villa stay.

$334K/month

$4M/year

Complete these to reach $417K/month

Promote 10+ Marketing Directors Develop SVP-level leadership Reach 2M+ submitted points monthly Operate a national organization Build leadership teams in multiple states Scale systems duplicating through generationsScale global operations Expand admin team Acquire multiple office spaces Plan philanthropy projects Launch first homeless shelter project Expand nonprofit programs for children and families Publish our first book about the journey

🎉 Celebration: International luxury travel.

$417K/month

$5M/year

Complete these to reach $1M/month

Maintain 10–15 strong Marketing Directors Maintain 2M+ submitted points monthly Operate a 600+ agent organization Develop next generation of SVP leaders Scale generational overrides across MD organizations Expand investments and additional businessesExpand global businesses Build leadership infrastructure Scale philanthropy planning Release inspirational film based on our story Expand homeless shelter initiatives to additional cities Support major media opportunities for our family mission

🎉 Celebration: Global luxury experience.

$1M/month

$12M/year

Complete these to reach $10M/month

Multiple major businesses Large scale investing Acquire luxury mansions Build global leadership teams Visit 120+ countries Create global travel lifestyle Scale nonprofit travel programs to serve thousands of children Fund multiple homeless shelters Produce films and books inspiring global audiences Become one of the largest mission supporters in the church Fund major global mission initiatives

🎉 Celebration: Private jet world trip.

$10M/month

$120M/year

Complete these to reach $41.7M/month

Global companies expansion Acquire luxury properties worldwide Build international philanthropic projects Visit all 195 countries Document global exploration journey Operate global nonprofit network helping children explore the world Fund large-scale homeless housing and community programs Produce films and books shaping global culture Fund large-scale global mission projects through the church Support churches and missions worldwide

🎉 Celebration: Charter a mega yacht with family.

$41.7M/month

$500M/year

Complete these to reach $100M/month

Acquire private islands Build global philanthropic systems Scale multinational influence

🎉 Celebration: Global tour.

$100M/month

$1B/year

Complete these to reach $100B/year

Infrastructure for nations Global initiatives Mass humanitarian impact

🎉 Celebration: World celebration tour.

$100B/year

Global Influence

Complete these to reach Trillionaire Vision

Influence global economic systems Mass worldwide humanitarian projects Maintain global luxury lifestyle

🎉 Celebration: Historic global legacy.

Trillionaire Vision

Worldwide Impact

Ultimate Global Legacy

Transform global economic systems Fund worldwide humanitarian initiatives Create generational impact for centuries

🎉 Celebration: A legacy that changes the world.