Now’s the Time to Build the System That Protects and Grows the Wealth You Worked Hard For
Your Wealth Should Outlive You. But for Many Immigrant Families, It Won’t.
I’m Ready. Sign Me Up
You left everything familiar behind. You mastered a new language, navigated foreign systems, and built something remarkable in a land that wasn't even yours.
You turned sacrifice into success. That alone puts you in the top 1%.
But here’s the scary truth every first-generation high earner eventually faces:
Your children didn’t experience what you survived. And without preparation, they will lose what you built.
They’re not ungrateful. They’re not irresponsible. They just don’t have the right structure for the wealth to survive. That’s why 70% of families lose wealth by the second generation. 90% lose it by the third.
And most immigrants don’t realize it until it’s too late.
You’ve already done what most people never do.
The result = Your hard-earned wealth becomes someone else's opportunity…lawyers, creditors, the IRS, or family members who weren't prepared to receive it.
You thought building wealth would solve everything. But wealth without structure just puts a bigger target on your back.
Your wealth becomes an easy target of:
● Lawsuits
● Divorce settlements
● Taxes
● Unprepared heirs
● Family disputes
● Poor investment decisions
Most immigrant families fall into one of these traps:
The First-Generation Wealth Trap
I’m Ready. Sign Me Up
1. The Earning Trap — Making six or seven figures but storing it in basic accounts with zero protection
2. The Silence Trap — Never talking about money with your children because "it's private" or "they're too young"
3. The DIY Trap — Trying to figure out trusts, LLCs, and estate planning alone because you don't trust advisors
4. The Sacrifice Trap — Working so hard to provide that you never create the systems that make your wealth last
● A HEART that pumps your values and vision through every generation
● A BRAIN that makes wise decisions even when you're not there
● HANDS that create and manage wealth strategically
● BONES that provide structure and protection against attacks
● LUNGS that breathe life into your investments and growth systems
● EYES that see opportunities and threats before they arrive
● FEET that carry your legacy forward, generation after generation
● A SOUL that ensures your faith and values never get lost in the money
What If Your Wealth Could Run on Its Own?
A powerful legacy has:
This is the Anatomy of a Healthy Financial Legacy™. It’s THE blueprint your family needs to create a wealth legacy.
Introducing: The Anatomy of a Healthy Financial Legacy™
A Private 90-Day Coaching + Implementation Experience for High-Income Immigrant Families Who Want Their Wealth to Last 100+ Years
This isn’t about making more money. You’re already doing that.
This is about creating a repeatable, protected, long-term legacy system that:
Honors both your cultural values and U.S. financial laws
Turns your success into something permanent
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Gives you a clear, structured plan for investments, protection, and inheritance
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Prepares your children to lead, not waste
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Shields your wealth from lawsuits, the IRS, divorce, and bad decisions
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MONTH 1
The Heart, Brain & Hands
Foundation & Vision — Build the Core of Your Financial Body
program bio
This is where we answer the question: "Why does your wealth exist?"
Without a clear purpose, money is just numbers. But with vision, it becomes legacy.
What We'll Build Together:
● Your Legacy Heartbeat™ — The non-negotiable "why" behind every financial decision you make
● Your Family Mission Statement — The compass that guides your children when you're not there to guide them
● Your Income Growth Plan — The roadmap to turn your current success into even greater abundance
● Your 30-Day Action Map — Clear next steps to build momentum immediately
By the End of Month 1, You'll Have:
Legacy Vision Statement
Family Mission Draft
Income Growth & Optimization Plan
Clarity on what wealth means for YOUR family (not what Instagram says)
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What Your 90-Day Transformation Will Look Like
MONTH 2
The Bones & Lungs
Protection & Structure — Build the Frame That Can't Be Broken
program bio
Income is great. Protected income is generational.
This is where we build the skeleton and systems that keep your wealth safe from:
● Lawsuits and creditors
● Greedy relatives and bad business partners
● Divorce settlements that drain family resources
● Taxes that eat away at your legacy
What We'll Build Together:
● Your Asset Protection Plan — LLCs, trusts, and insurance structures designed for YOUR situation
● Your Investment Policy Statement — A strategic rulebook for growing wealth consistently
● Your Legal Entity Setup — We'll help you establish your first trust or LLC (with referrals to trusted professionals)
● Your Automated Investment System — So your money grows even while you sleep
By the End of Month 2, You'll Have:
Legal Entity or Trust Established
Asset Protection Framework (customized to your family)
Automated Investment & Reinvestment Plan
Peace of mind knowing your wealth is shielded
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MONTH 3
The Eyes, Feet & Soul
Growth & Activation — Give Your Legacy Vision, Purpose, and Movement
program bio
This is where your legacy comes alive and starts moving forward (with or without you).
What We'll Build Together:
● Your Family Constitution — The governance document that protects your legacy from dysfunction, division, and drama
● Your 100-Year Legacy Plan™ — A roadmap that extends beyond your grandchildren
● Your Heir Preparation System — How to teach your children wealth stewardship, not entitlement
● Your Philanthropic Strategy — A giving plan that honors your faith and values
● Your Family Council Structure — Regular meetings to keep everyone aligned and accountable
By the End of Month 3, You'll Have:
Family Constitution & Succession Plan
100-Year Legacy Blueprint
Heir Training & Stewardship Roadmap
Philanthropic & Giving Strategy
A legacy that breathes, grows, and multiplies
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Three 60-Minute Private Coaching Sessions. One per month, deep strategy, tailored to you and your family.
Monthly Action Plans. You’ll always know exactly what to do.
Wealth & Legacy Resource Library. Checklists, templates, and frameworks used by multi-millionaire families.
→ Register Now
What’s Included
Email Support Between Sessions. Accountability and clarity whenever you need it.
Trusted Professional Referrals. Estate attorneys, CPAs, and advisors vetted for your situation.
Lifetime Access to Every System We Build. Your documents. Your frameworks. Your legacy.
Three 60-Minute Private Coaching Sessions. One per month, deep strategy, tailored to you and your family.
Monthly Action Plans. You’ll always know exactly what to do.
Wealth & Legacy Resource Library. Checklists, templates, and frameworks used by multi-millionaire families.
Email Support Between Sessions. Accountability and clarity whenever you need it.
Trusted Professional Referrals. Estate attorneys, CPAs, and advisors vetted for your situation.
Lifetime Access to Every System We Build. Your documents. Your frameworks. Your legacy.
Your Investment
The value is in the transformation you’ll experience—not just short-term growth, but long-term leadership skills that last.
Payment Plan
Apply for the Program →
$495/mo
Save $100 + Get the “Pay In Full” Bonus!
3 Monthly Installments
Apply for the Program →
Pay In Full
$1,395
One-Time Payment
Pay-in-Full BONUS
Extra 60-minute private strategy session to design your next 90-day growth track ($500 value).
This Program Is For You If You:
→ You’re not willing to lead your family
→ You avoid financial conversations
→ You're looking for a quick or passive way to increase your wealth
→ You’re okay with leaving money behind without a plan
→ Earn $150k+ and know you’re wealth isn’t properly protected
→ Want your children to inherit discipline, not entitlement
→ Have multiple income streams (or want them)
→ Refuse to let the system erode what you built
→ Are ready to move from “successful” to “generational”
This Program Is NOT For You If:
Your parents gave you roots. You're building the tree. Let's make sure your children have the wisdom to tend the garden.
This is your moment.
The moment you stop just making money and start making legacy.
The moment you transform hard work into something that can't be taken away.
The moment you honor your family's sacrifice by building something that lasts.
Turn Success into Significance
