Wholistic Wealth Assessment - LivWeal Collective

SELECT ONE LEVEL BELOW

LIVWEAL CORE

LIVWEAL ELITE

CHOOSE YOUR PAYMENT PLAN

$395 ~~($495)~~ /month - LivWeal CORE (Monthly)

$3950/year - LivWeal CORE (Annually)

CHOOSE YOUR PAYMENT PLAN

$888 ~~($995)~~ /month - LivWeal ELITE (Monthly)

$10000/year - LivWeal ELITE (Annually)

Choose which level is right for you:

Features	Details	LivWeal CORE (Group) $395/mth *($495/mth) SAVE $100/mth* (12 month commitment) (annual discounted pricing $3950 = 2 mths free)	LivWeal ELITE (Exclusive High-Touch) $888/mth *($995/mth) SAVE $107/mth* (12 month commitment) (annual discounted pricing $10k = 2 mths free)
LivWeal® 90-Day Wealth Activation	→ LivWeal 360: a wholistic, data-driven review of every area impacting your wealth and well-being → Guided personalized 90-Day roadmap for building Wholistic Wealth to ensure immediate results (This 1:1 Session is Scheduled Immediately after Orientation)	✅ Included	✅ Included
Quarterly “Wealthy Life Plan" Group Planning Days	→ Structured progress check-in + assessment with a guided live group process to stay on track across your life, financial, and business strategy as one integrated whole → Vetted guest experts will join sessions to simplify complex topics (Reflect, Assess + Plan)	✅ Included	✅ Included
Monthly Wholistic Wealth Kits	→ Personalized practices & strategies based on Wholistic Wealth Data & Wealth Zone Focus (Learn + Train + Practice)	✅ Included (self-guided)	✅ Included + private check-ins to refine over time
Monthly Executive Roundtables	→ Unfiltered, real conversations about money, success, and life with powerful peers. Bring your challenges for direct, authentic, real-time support (Peer Mentorship & Meaningful Connection)	✅ Included	✅ Priority Access
Private Community of Big-Hearted, High-Achieving Peers	→ High-level exchange. No fluff. Access to a private community space for ongoing support and connection	✅ Included	✅ Included
Concierge Support	→ Gain the right connections to elevate every area of your life and business through curated connections. → Member-to-Member Collaborations (Access & Network)	✅ (DIY) Access to a Vetted List of Professionals + Access to Member Directory	✅ Personalized Match-making to Professionals + Peers to Support Needs & Create Lucrative Collaborations (Need an investor? A top-tier lawyer? A health optimization specialist? A relationship coach? A special tool or product? We’ve got you.)
Private 1:1 Coaching Session	→ Direct access and support with a dedicated coach supporting your specific needs. (Support + Accountability)	❌ Not Included	✅ Included (12 sessions included annually)
Seasonal Mastermind Labs	→ Exclusive, solution-based, high-caliber strategy sessions that help to implement full-spectrum wealth building and legacy strategies with ease (Implementation Support)	❌ Not Included	✅ Included
Annual In-Person Exclusive Retreat	→ Adventure, wealth-building, connection, fun! (Fun, Connect, Learn, & Grow)	❌ Not included (Can join for extra cost)	✅ Included

Ready to join now? This is for leaders with $250K - $10M annual revenue OR former Business Owners with $200k+ investable assets. Let’s discuss your goals and find your best path.

Choose which level is right for you:

LivWeal CORE
(Group)

$395/mth
~~($495/mth)~~ SAVE $100/mth

( 12 month commitment)

(annual discounted pricing
$3950 = 2 mths free)

Join Now

Divider Text

LivWeal® 90-Day Wealth Activation

→ LivWeal 360: a wholistic, data-driven review of every area impacting your wealth and well-being

→ Guided personalized 90-Day roadmap for building Wholistic Wealth to ensure immediate results

(This 1:1 Session is Scheduled Immediately after Orientation)

✅ Included

Divider Text

Quarterly
“Wealthy Life Plan" Group Planning Days

→ Structured progress check-in + assessment with a guided live group process to stay on track across your life, financial, and business strategy as one integrated whole

→ Vetted guest experts will join sessions to simplify complex topics

(Reflect, Assess + Plan)

✅ Included

Divider Text

Monthly
Wholistic Wealth Kits

→ Personalized practices & strategies based on Wholistic Wealth Data & Wealth Zone Focus

(Learn + Train + Practice)

✅ Included (self-guided)

Divider Text

Monthly
Executive
Roundtables

→ Unfiltered, real conversations about money, success, and life with powerful peers. Bring your challenges for direct, authentic, real-time support

(Peer Mentorship & Meaningful Connection)

✅ Included

Divider Text

Private Community of Big-Hearted, High-Achieving Peers

→ High-level exchange. No fluff. Access to a private community space for ongoing support and connection

✅ Included

Divider Text

Concierge Support

→ Gain the right connections to elevate every area of your life and business through curated connections.

→ Member-to-Member Collaborations

(Access & Network)

✅ (DIY) Access to a Vetted List of Professionals + Access to Member Directory

Divider Text

Private 1:1 Coaching Session

→ Direct access and support with a dedicated coach supporting your specific needs.

(Support + Accountability)

❌ Not included

Divider Text

Seasonal
Mastermind Labs

→ Exclusive, solution-based, high-caliber strategy sessions that help to implement full-spectrum wealth building and legacy strategies with ease

(Implementation Support)

❌ Not included

Divider Text

Annual
In-Person Exclusive Retreat

→ Adventure, wealth-building, connection, fun!

(Fun, Connect, Learn, & Grow)

❌ Not included

(Can join for extra cost)

LivWeal ELITE
(Exclusive High-Touch)

$888/mth
~~($995/mth)~~ SAVE $107/mth

( 12 month commitment)

(annual discounted pricing
$10k = 2 mths free)

Join Now

Divider Text

LivWeal® 90-Day Wealth Activation

→ LivWeal 360: a wholistic, data-driven review of every area impacting your wealth and well-being

→ Guided personalized 90-Day roadmap for building Wholistic Wealth to ensure immediate results

(This 1:1 Session is Scheduled Immediately after Orientation)

✅ Included

Divider Text

Quarterly
“Wealthy Life Plan" Group Planning Days

(Reflect, Assess + Plan)

✅ Included

Divider Text

Monthly
Wholistic Wealth Kits

→ Personalized practices & strategies based on Wholistic Wealth Data & Wealth Zone Focus

(Learn + Train + Practice)

✅ Included + private check-ins to refine over time

Divider Text

Monthly
Executive
Roundtables

→ Unfiltered, real conversations about money, success, and life with powerful peers. Bring your challenges for direct, authentic, real-time support

(Peer Mentorship & Meaningful Connection)

✅ Priority Access

Divider Text

Private Community of Big-Hearted, High-Achieving Peers

→ High-level exchange. No fluff. Access to a private community space for ongoing support and connection

✅ Included

Divider Text

Concierge Support

→ Gain the right connections to elevate every area of your life and business through curated connections.

→ Member-to-Member Collaborations

(Access & Network)

✅ Personalized Match-making to Professionals + Peers to Support Needs & Create Lucrative Collaborations

(Need an investor? A top-tier lawyer? A health optimization specialist? A relationship coach? A special tool or product? We’ve got you.)

Divider Text

Private 1:1 Coaching Session

→ Direct access and support with a dedicated coach supporting your specific needs.

(Support + Accountability)

✅ Included

(12 sessions included annually)

Divider Text

Seasonal
Mastermind Labs

→ Exclusive, solution-based, high-caliber strategy sessions that help to implement full-spectrum wealth building and legacy strategies with ease

(Implementation Support)

✅ Included

Divider Text

Annual
In-Person Exclusive Retreat

→ Adventure, wealth-building, connection, fun!

(Fun, Connect, Learn, & Grow)

✅ Included

Ready to join now? This is for leaders with $250K+ annual revenue OR former Business Owners with $200k+ investable assets.
Let’s discuss your goals and find your best path.

Book a Call

LivWeal CORE(Group)

LivWeal ELITE(Exclusive High-Touch)

LivWeal CORE
(Group)

LivWeal ELITE
(Exclusive High-Touch)