A seven-week program for six-figure solopreneurs who want to know whether passive income can replace earned income within ten years, and what it would take to get there.
Your business is successful and provides the income your lifestyle needs. The real question is whether you want to run it full time for the rest of your working life, or spend the next ten years building a portfolio that can replace that income, so that work becomes a choice rather than a necessity. This program is built to answer that question honestly, using your own numbers.
Education and coaching. A seven-week experience built around personal growth. You start with your money story and work through who you are as a financial decision-maker.
Hands-on analysis. You do the work yourself, week by week, with a worked example for every step and your own data in RightCapital.
Professional planning. Financial planning under the CFP® Board's Practice Standards. Your Certified Financial Planning Professional™ (CFP®) develops and presents recommendations specific to your situation and stands behind them. The plan you produce is CFP®-grade, not a workbook exercise.
Each week pairs a group session that teaches the methodology with a personal 1:1 that works your actual numbers. You do the analysis between sessions, and it gets reviewed every week. The plan lives in RightCapital, the same software a planner uses, so you can keep it current as your situation changes.
An honest answer, not a sales pitch. The program does not promise a particular result. It tells you where you actually stand: Yes, Conditional, or Not in 10 Years. All three are valid outcomes, and the process does not steer you toward any of them.
Standard Rate $5,000
Founding Cohort
The founding cohort joins at half the standard rate while the program is new. Payment plans available in two or three installments; a short screening conversation confirms fit before enrollment.
Cohort size: capped at 10 students. Next cohort begins: August 3rd, 2026. Weekly session: [Mondays / 1pm Eastern].
Applicants are individually screened. Schedule a screening interview here: https://calendly.com/prioritytaxprep/gapdiscussion-online-group
Feel free to reach out to me. If you have questions, I can be reached at Robb@PriorityTaxPlan.com