WEALTH MASTERS APPLICATION
FREQUENTLY ASKED QUESTIONS
Why is there a $1 M revenue requirement to join the program?
In my years of experience coaching business owners, I have found that clients with less than $1M in revenue don't the funds required to act on my recommendations. Business' who have reached this threshold also tend to have a level of sophistication that indicates a readiness to take action.
What's included in the fee?
The annual fee includes the following. The fee can also be broken into monthly installments, if needed.
12 months of custom 1:1 coaching (9 sessions)
Monthly 1 hour group mentoring sessions (virtual)
Monthly progress tracking and accountability check-ins
Personalized business assessment and strategy development
Detailed financial analysis and optimization strategies
Assistance with processes for scaling, exit and leadership skills
Networking opportunities with industry leaders
Access to exclusive events and workshops
Access to a network of influential entrepreneurs and business leaders
Access to email and phone/ text-support
Can my partner come with me?
Yes! A married partner or one business partner may attend the events, virtual calls and coaching sessions at no additional cost as long as you are both working on/at the same business entity. To be eligible you must provide the articles of incorporation paperwork demonstrating proof of partnership in the same entity.
My business doesn't meet the minimum, is there still a way to work with you?
Yes! You can take advantage of my on-demand coaching via the intro platform: https://intro.co/JulieRoy
Why is there such an extensive application process?
This program is only for fearless entrepreneurs with high intent who are ready to take action. The information requested in the application helps me to 'vet' the quality of each member, ensuring that qualified business owners become members. In addition to the revenue requirements, it's critical that your intentions are in alignment with that of the group. Additionally, your answers enable me to ensure that I am able to effectively deliver on your expectations and give you what you need to achieve your goals.
Who is your ideal client?
This group is for entrepreneurs ready to scale, exit or create legacy wealth. It's for anyone with a high-performing business that they are looking to take to the next level. We have numerous industries represented in our community.
Why do I have to submit my personal financial statement?
A PFS guarantees that you meet the minimum requirements for the group and will be able to take advantage of the coaching I provide. A certain level of financial achievement is required to effectively take action on my recommendations. Without this information, I'm unable to verify the quality of the members.
STEPS TO APPLY
STEP 1: If you are a business owner with a minimum of $1,000,000 in revenue or $250,000 in profit, then proceed
STEP 2: Complete the application below
STEP 3: Applications will be reviewed by Julie to ensure minimum qualifications are met and that only high-intent entrepreneurs are approved
STEP 4: You'll be invited to join a virtual interview with Julie
STEP 5: You'll be notified if your application is approved
STEP 6: Coaching calls start upon application approval.
By the end of our time together, you will have uncovered additional revenue streams, structured your business for the maximum multiple, and discovered the wealth-building investment strategies that are right for you.
Your Annual Membership Fee Includes:
Custom 1:1 coaching sessions
Monthly 1 hour group mentoring sessions (virtual)
In-person events in extraordinary locations with masters in various subject matter such as taxes, investing and leadership
Monthly progress tracking and accountability check-ins
Personalized business assessment and strategy development
Detailed financial analysis and optimization strategies
Assistance with processes for scaling, exit and leadership
Networking opportunities with industry leaders
Access to exclusive events and workshops
Access to a network of influential entrepreneurs and business leaders
Access to email and phone/ text-support
Most importantly…once you’re in my network, you are IN!
This program opens doors to collaborations, partnerships, investments, and experiences that wouldn’t otherwise be possible.
You’ll have the tools to break free from the wage-earning mindset that holds you back from breaking through to true wealth.
You will become the ONE to change the trajectory of your family for generations to come.
You’ll be able to live the abundant lifestyle you’ve always dreamed of.
STEP 1: SUBMIT YOUR APPLICATION
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