The full Foundations Course plus an ever-growing library of playbooks, templates, live Q&A, and a peer community of advisory professionals. New content every month.
Cancel anytime · Full Foundations Course included · No contracts
A deep-dive guide for a specific industry — SaaS, restaurants, e-commerce, construction, healthcare, and more. Includes industry KPIs, benchmarks, pricing guidelines, and sample deliverables.
Monthly · New industry each month5+ new professional templates added every month — dashboards, forecasting models, client presentations, engagement letters, and industry-specific reports.
Monthly · 5+ new templatesMonthly live sessions where you can ask questions about pricing, client situations, practice building, and get real-time advice. All sessions recorded for replay.
Monthly · Recorded for replayIndustry benchmark data you can use with clients — revenue, margins, growth rates, and operational metrics across dozens of industries.
Quarterly · Data-packed reportsConnect with other advisory professionals. Share wins, ask questions, find accountability partners, and learn from practitioners who are doing the work.
Always-on · Active communityYour membership includes the entire 8-module Foundations Course ($297 value) — all the core training to launch your advisory practice, with lifetime access.
Included · Lifetime accessTry Pro risk-free. If you don't love the monthly playbooks, templates, and community, cancel within 30 days for a full refund. Cancel anytime after that with one click — no questions, no hassle.
New playbooks, templates, and community support every month — everything you need to build a thriving advisory practice.
Just want the course? Foundations ($297) · Ready for credentials? Certification ($1,497)