Programs & Digital Downloads
Courses, workbooks, and tools to help you build wealth without earning more, working harder, or guessing.
5 Ways to Build Wealth Without Earning More
Tripwire Workbook + 90-Day Wealth Tracker Bundle
More than a workbook — a full 90-day wealth-building system. Get the 5 Ways Activity Workbook plus a 90-day tracker to monitor your net worth, savings rate, and debt reduction all in one place. The natural upgrade from the 5 Ways course, built to keep momentum going after the lessons end.
$27.00 USD
Wealth Architecture Program
Diagnose, build, and protect your wealth — as a full system or course by course.
Wealth Architecture Program — Complete Bundle
The complete Wealth Architecture Program — all three courses in one bundle. Blueprint finds the capital already inside your lifestyle. Structure builds the machinery to deploy it. Legacy protects what you build and ensures it passes to your family intact. This is the full system: diagnosis, implementation, and protection. Everything you need to stop earning well and start building wealth.
$897.00 USD
Wealth Architecture: Blueprint
Find the capital already inside your lifestyle and redirect it toward wealth. Blueprint is the awareness and diagnostic foundation of the Wealth Architecture Program — covering the default trap, the wealth order, the lifestyle audit, and the Anti-Annuity concept. Workbook-driven. No fluff. Just the framework that changes how you see every dollar you earn.
$297.00 USD
Wealth Architecture: Structure
Build the machinery that makes wealth automatic. Structure is the implementation course of the Wealth Architecture Program — covering account architecture, automation systems, tax efficiency, and the live Anti-Annuity ETF portfolio build. You leave this course with accounts open, automation running, and your first portfolio positions placed.
$297.00 USD
Wealth Architecture: Legacy
Protect what you've built and ensure it outlives you. Legacy is the wealth transfer and protection course of the Wealth Architecture Program — covering estate basics, trust architecture, insurance audit, business succession, and the complete Anti-Annuity heir comparison. You leave this course with a full legacy architecture: legally protected, professionally coordinated, and designed to pass your wealth to your family intact.
$397.00 USD
Dollar Assignment System Workbook
Stop letting your money make its own decisions. The Dollar Assignment System Workbook gives you the exact framework to assign every dollar a job — before the month begins. Built on the core methodology from the Wealth Architecture Program, this fillable PDF workbook closes the gap between earning and keeping.
$17.00 USD
WAP Quick Start Pack
Get the core framework from all three WAP courses on a single page — Blueprint, Structure, and Legacy. Use it as your daily reference while working through the program, or as a quick-start orientation before your first lesson. Add it to your WAP enrollment for instant clarity on where you're going.
$17.00 USD
Working For You
Working For You: The Course
A 7-module course built from the Working For You manuscript. Move from Recognition through Conviction to a real, proven preview of the Dollar Assignment System — with Marcus and Simone as your guide throughout. Add the fillable Higher Ground Plan companion workbook at checkout for $19.
$97.00 USD
Your Higher Ground Plan
The fillable 7-section companion workbook: net worth baseline, leak audit, wealth statement, freedom number, a preview of the Dollar Assignment System, a 7-day momentum tracker, and a path-forward check-in. Works as a standalone keepsake, or as a session tool for 1:1 coaching and Discovery Calls.
$37.00 USD
The Higher Ground eBooks
Higher Ground Trilogy — All 3 eBooks
Three books. One complete journey to higher ground. The Default Trap shows you what's draining your wealth. It's Your Money gives you the framework to build it. Working For You shows you how to make assets do the heavy lifting. Get all three for $10 less than buying separately — and everything you need to go from sea level to financially free.
$34.99 USD
The Default Trap (eBook)
You earn good money. So why isn't wealth building? The Default Trap exposes the industries quietly draining high earners dry — weddings, security products, funerals, timeshares, credit card rewards — and shows you how to stop funding their profits with your future. A wake-up call written by a former finance director who's seen it all from the inside.
$14.99 USD
It's Your Money (eBook)
Your income is yours — but is it working for you? It's Your Money lays out the complete Higher Ground framework for shifting from passive earner to active wealth builder. The foundational book companion to the Wealth Architecture Program, written for professionals who are done earning without accumulating.
$14.99 USD
Working For You (eBook)
The shift from working for money to money working for you doesn't happen by accident — it's engineered. Working For You is the asset-building playbook for professionals ready to stop trading time for income and start building wealth that runs independently. Companion to the Legacy course in the Wealth Architecture Program.
$14.99 USD
Tools & Templates
Compound Interest & Savings Growth Calculator
Compound Interest & Savings Growth Calculator Quickly see how your money can grow over time so you can make smarter saving and investing decisions with confidence.
$9.00 USD
Wealth Position Starter Kit
You took the Wealth Position Quiz — now put your results to work. This Starter Kit includes your archetype explainer, a personalized action plan matched to your wealth stage, and a net worth tracker template to measure progress from day one. The logical next step after the quiz.
$27.00 USD
Budget Blueprint Template Pack
Three tools that work together: a zero-based budget template, a paycheck allocation tracker, and a debt payoff planner. All built on the Higher Ground framework so your money has a clear destination every pay cycle — not just good intentions.
$17.00 USD
Financial Audit Checklist
Before you fix your finances, you need to know what's broken. This 12-point audit reveals exactly where your money is leaking — using the sea level vs. higher ground diagnostic framework. Takes 15 minutes. Tells you what to tackle first.
$9.00 USD
Anti-Annuity Portfolio Guide
Insurance agents won't tell you this — but you can build your own alternative. The Anti-Annuity Portfolio Guide shows you how to construct a self-directed ETF portfolio that outperforms traditional annuity products, with full control and no surrender charges. Includes the framework, account setup steps, and ETF selection criteria.
$27.00 USD
Higher Ground Summit Time Machine
What's the real cost of staying at sea level for 25 more years? The Higher Ground Summit Time Machine shows you — with your actual numbers. Use the interactive calculator and companion guide to see exactly what your current path costs you and what the alternative could build.
$27.00 USD
Make Your Someday Today — Keynote Companion
Your someday doesn't have to stay hypothetical. This companion workbook to the Make Your Someday Today keynote walks you through three exercises: naming your someday moment, calculating your actual wealth gap, and writing a 90-day commitment plan to close it. Sold at live events and online.