A private, high-level strategy experience for individuals and families ready to take full ownership of their financial future.
Wealth Weekend is a one-of-a-kind, fully customized retreat hosted at our private lakehouse — designed for one individual or family at a time. Over the course of two days, we’ll unplug from the noise and dig deep into the areas that matter most: your cash flow, overall strategy, stewardship, and legacy.
This isn’t about throwing more information at you. It’s about helping you see clearly, think intentionally, and make aligned decisions with confidence. Whether you're navigating a major transition, building momentum in your business, or simply ready to get organized and in control — this experience is built for you.
Here’s what to expect:
A fully tailored deep dive into your current financial picture
Clarity around where your money is flowing and how to create surplus
A personalized strategy that aligns with your values, goals, and calling
Time and space to reflect on what truly matters — and how to build around it
Access to our trusted network of specialists, if needed (tax, estate, real estate, debt, etc.)
All meals and lodging included, plus intentional time to enjoy the lake and recharge
We host only one Wealth Weekend at a time to ensure complete focus and personal depth.
You’ll leave with clarity, conviction, and a strategy designed to move you forward — not just financially, but purposefully.