Next-Level Wealth
A Strategic Workbook for the Middle of your Financial Journey
$34.99$29.99
Next-Level Wealth: A Workbook for Builders in the Middle of the Financial Journey
This workbook is for you — the wealth builder in the middle of the journey.
37 Templates, Checklists, Guides. Strategic, actionable content. 324 pages.
Next-Level Wealth is a powerful, practical guide for individuals who have moved beyond survival mode but haven’t yet reached financial independence. If your net worth is growing, your responsibilities are complex, and you're starting to think about legacy, this workbook is your next essential tool.
A deep-dive advisory document for those who want to BUILD WEALTH FOR FUTURE GENERATIONS
✅ This Workbook Will Help You:
Break through financial plateaus with clarity and strategy
Identify and reframe inherited money beliefs that hold you back
Define your personal identity as a wealth creator
Clarify your long-term vision and legacy goals
Set up efficient systems (Automate, Delegate, Eliminate) to protect your time
Understand the differences between LLCs, S-Corps, C-Corps, and Trusts
Explore holding company structures and asset protection
Develop a plan to teach and transfer wealth to future generations
💼 Designed For:
Those serious about building multi-generational wealth
📘 Inside You'll Find:
Self-assessments to confirm you're in the Middle Stage
Deep mindset exercises to rewire financial programming
Identity, intention & legacy worksheets
A 30-day challenge for taking consistent action
Step-by-step holding company & business entity guides
Customizable checklists, trackers, and planning tools
Build wealth for you grand-children!
🧭 Why This Workbook Matters:
Wealth is more than numbers — it's mindset, systems, and vision. This is not a get-rich-quick guide. It’s a resource for serious wealth builders ready to align their finances with their values, family, and future.
You are not behind — you are in the middle.
Let this workbook be your compass. Build with intention. Lead with purpose.
Your legacy starts here.
See the complete Table of Contents here: https://bit.ly/GW2TOC
See sample template here: https://bit.ly/GW2-DOC
DOWNLOAD TODAY! Future family members will thank you.