If your business can’t run without you, you don’t own a company—you own a job.

And it’s probably a stressful one. The Asset Plan is the first step to changing that.

get your asset plan

You’ve built something incredible. Revenue is coming in. Clients are saying yes. You’ve hired help. But…

You’re still in every decision.

Your calendar is packed.

And you still don’t feel like you can step away without the whole thing falling apart.

Let’s be real—this isn’t what you signed up for. You didn’t build your business to be its only functional system. You built it for freedom.

So why does it feel like it’s eating your time, energy, and headspace?

The problem isn’t you. It’s how your business is built.

Most founders grow reactively—adding offers, hires, and systems as they go. But that only works for so long.

Eventually, you hit a ceiling. And you don’t need more hustle to break through it. You need a smarter foundation.

That's where The Asset Plan comes in.

The asset plan is your clarity map

See where your business is bleeding energy, time, or profit—and what to do about it.

It’s part diagnostic, part strategic blueprint, part “holy sh*t why didn’t anyone show me this sooner.”

You’ll walk away with:

  • A complete performance snapshot across your business
  • The 5 highest-leverage moves you should make next
  • A roadmap that turns chaos into clarity—and your business into a scalable, sellable asset

No more duct tape. No more “what should I even be focusing on?”

Just real answers, backed by your goals and data.

Here's what we look at:

asset performance

Data-backed scan of your profitability, brand strength, marketing effectiveness, and role as CEO.

Misalignment Mapping

Uncovers where your goals, actions, and systems aren’t syncing—and where it’s silently costing you.

Risk Assessment

Spot what’s bloating or draining value from your business (tech, team, pricing, process).

opportunity landscape

Your business through a long-game lens—does the model support the life you want?

Your asset roadmap

Your customized, high-impact 90-day action plan with a thorough video walk through.

top 5 ceo moves

The biggest bang-for-your-effort priorities, so you can shift from reactive to strategic leadership—immediately.

Clarity is your most underrated asset. This founder-focused business diagnostic gives you the power to:

✔ Make faster, smarter decisions

✔ See exactly where you’re wasting time or money

✔ Delegate without panic

✔ Say “no” to what’s not aligned 

✔ Lead with a plan—not just gut instincts

✔ Gain more control and confidence

I was paralyzed with what I could do. Now I know what to focus on!

I feel like I've just roamed the earth looking for these products up until now. So grateful for you! 

This was intense but exactly what I needed. You put all my blind spots in front of my face and now I have a blueprint. Forever grateful for this!

We didn't see how our pricing was actually keeping customers from returning. We've now doubled customer retention in 3 months!

We're incredibly grateful for your in-depth analysis of our business and the valuable insights you've shared for improvement!

We loved it. Literally the best decision we made for our business this year!

I was paralyzed with what I could do. Now I know what to focus on!

We now have a strategic point of view on not just growing, but scaling while stepping back. I'm energized about what's on this plan!

I learned more about my business in the questionnaire than I have in the last 3 years. The video nailed exactly what I need to do next.

You REALLY outdid yourself with this, guys. Wow. I'd trade my least favorite brother for another bottle!

Omg, I can't believe this exists. It's my favorite purchase ever already!

This *is* for you if:

You’re generating consistent revenue ($250K–$1.5M+)

You're tired of playing operator and want to lead like a real CEO

You're ready for structure, not just inspiration

It's probably *not* for you if...

You’re still trying to validate your first offer or product



You’re not open to doing things differently

You don't currently have a clear vision of the future of your business

Choose Your Plan:

Payment Plan

comprehensive intake questionnaire

personalized asset dashboard

complimentary 30 min consult call

access to preferred partners & discounts

2 payments of $547

One Payment 

comprehensive intake question

personalized asset dashboard

complimentary 30 min consult call

access to preferred partners & discounts

1 payment of $997

FAQS

What exactly do I get with the Asset Plan?

You’ll get a full-spectrum analysis of your business across financials, brand positioning, marketing performance, and operations—delivered in a clean, customized Asset Dashboard. We’ll give you our top strategic priorities, a clear growth prescription, and a recorded video walkthrough breaking it all down. You’ll walk away knowing exactly what to fix, what to double down on, and what to let go of.

Is this just going to tell me to hire more people?

Nope. We don’t default to “just outsource it.” We focus on systems, clarity, and ROI—not band-aids.

 Is this just another brand or marketing audit?

Nope. That’s exactly what it’s not. Most audits only look at one part of your business. The Asset Plan looks at everything—how it’s all connected—and gives you a strategic prescription, not just a list of issues. We’re not here to point out flaws. We’re here to make sure your business is aligned, optimized, and ready for what’s next.

What if I want help implementing the strategy afterward?

If you decide you want ongoing support, we’ve got you. The Asset Plan is the first step in our process, and clients who want deeper support can upgrade to our workshops or 4 week strategy sprint. That includes custom-built implementation based on your prescription. And yes—your Asset Plan investment gets credited toward any custom project with us valued at over $5K.

Will this actually give me a plan I can use?

Yes. This is not a report that sits in Google Drive. It’s your next 90 days, mapped out with intention, strategy, and simplicity.

You built the business. Now let's make it work for you.

Get the clarity, plan, and priorities to shift from bottleneck to owner.

start your asset plan