Who can you help the most?

I am best able to help people who are 25-45 years old, working at a large tech company, and wanting to move from the Breaking In phase to the Building Equity phase of their career.

You are making the most important investment: your time. You want to move to the right opportunity at the right time to maximize your chances for a significant boost in your wealth.

Will coaching with you guarantee I make $100 million or more?

Definitely not! Making MegaWealth is a combination of hard work, strategy, timing, and luck. In this case, it’s partly my advice, a much larger part is your efforts and another big chunk of luck and timing… You will learn to maximize your wealth opportunities in the context of all your goals (family, freedom, health).

If I can’t expect specific monetary outcomes, what can I expect from working with you?

I can promise to give my best advice, and that advice comes from working closely with 4 billionaires for years as well as seeing firsthand as multiple friends made $100 million by age 50, and my own mentees make millions by age 30. You will walk away with a better plan of how to instill leverage into your life, either to get what you want out of life with less effort, or get far more out of life with the same effort.

Do you turn away clients?

Yes. If I don’t think coaching with me is a good use of your money, I will recommend other resources. I only work with clients where I think I can add significant value.

What can I expect to do, how much time does this MegaWealth Coaching take?

We start with some pre-work via email, then 1 hour to get clear on your values, goals, and priorities. That is followed by us working collaboratively over email to develop your custom plan, with quarterly milestones for the first year, then annual, then 5, 10 year - whatever is relevant to you.

The second coaching hour is spent discussing the plan and going over next steps. This leaves 2 hours of coaching available to you in the moments you need them during your key decisions. I set this cadence based on the needs of people I coached over the past decade.

What do I get in a custom MegaWealth Plan?

Your custom career plan will depend on your goals. We start by solidifying your foundation and working up the career pyramid from there. Broadly, your MegaWealth Plan will include:

1. Your top values to help make decisions aligned with your purpose

2. Your life priorities (health, fitness, career, family, etc) and plans on how to improve the foundation of your career pyramid.

3. Your goals for your career, wealth, and life - broken into quarterly (for the first year), then annual milestones to 5 years, then more infrequent milestones.

Why is much of your social proof younger people you coached starting in college?

Social proof for long-term wealth and career plans comes years, sometimes decades, after the plan was put in place. Social proof is how happy someone is during coaching. But proof that I made a difference in someone’s career success takes years if not decades. I have guided many of these younger people for over a decade, and they have seen strong success, with many making millions while coming from blue-collar backgrounds. They are my strongest social proof because they have had time to see their careers and wealth grow.

Do I need to read your three books MegaWealth, MegaWealth: Careers, and MegaWealth: Investing before becoming a coaching client?

You can sign up for hourly coaching anytime. Reading MegaWealth before signing up for the MegaWealth Coaching Package is strongly advised so we don’t use coaching time to repeat what you can read in the book.

What if I can’t afford coaching but still want to learn from you? Will you mentor me?

My books MegaWealth, MegaWealth: Careers, and MegaWealth: Investing are designed to enable me to mentor at scale. All you have to do is read the three books and use the free workbook. I keep them priced under $20 in both paperback and Kindle. Additionally, I offer affordable paid courses (see the course section of this website). If you are looking for free content, check out my content on YouTube, LinkedIn, and Twitter, as well as podcast appearances all linked under the Speaking section of this website.

What if you are currently booked out? Do you have a waitlist?

As I book out from time to time, I will create a waitlist and link to join the waitlist. I won’t lose track of your desire to work with me!

If you are so successful (ran #1 Fund, worked for 4 billionaires, invested in privates, fractional COO), why do you spend time coaching? And why do you charge for coaching?

I have coached people nearly all my life, starting with coaching people to be better horse riders and later coaching multiple underprivileged college students to reach millions in wealth by age 30. I love coaching and will do it no matter my wealth. I charge because clients get more out of coaching they pay for, at market rates.

Do you offer a money-back guarantee?

No. Most importantly, though many of my mentees have made millions by age 30, I do NOT guarantee that you will make a certain level of wealth. MegaWealth means different things to different people. Second, I spend a significant amount of time considering your specific situation to custom-craft your MegaWealth Plan, based on my years of experience working with billionaires, seeing close friends make over $100 million, and mentoring underprivileged students to make millions by the age of 30. My time, like your time, is finite, and the only guarantee is I will do my absolute best for you.