The Student of Wealth Experience

Learn. Build. Protect. Be Seen.

Our programs help you learn, plan, and build wealth step-by-step-with support.

Inside your membership, you receive four powerful experiences each year:

One project we build together
One monthly reset conversation
One financial skill per season
Two private strategy sessions each year

Because wealth grows best when learning and action happen together.

And after three months inside one of our programs you may be invited to share :

your project
your progress
your purpose
your pathway

on Student of Wealth Radio Hour. Because builders deserve visibility.

Reserve Your Wealth By Design Consultation

Your Wealth by Design Consultation is a personalized financial education and protection experience. During this consultation we take time to understand your goals, evaluate your current situation, research appropriate solutions, and prepare customized recommendations designed around your unique needs. Because every consultation includes professional preparation, carrier research, and personalized analysis, the consultation investment is non-refundable.

At Student of Wealth Hawaii, our goal is not simply to recommend financial products- it is to help you make informed stewardship decisions with greater clarity and confidence.

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Choose your experience. How can we serve you?

Individual Wealth By Design Consultation$97

Wealth Protection Blueprint$197

Business Family Legacy Blueprint$497

Individual Wealth Consultation

includes:

Financial needs Assesment
Protection & legacy plan guidance
Carrier/Solution Research

Wealth Protection Blueprint for

business owners could include:

Needs analysis
Protection gap review
Carrier Comparison
Written recommendation
Next-step roadmap

Business Family Legacy Blueprint

could include:

Life Insurance Policy Review
Disability Protection Analysis
Retirement Planning
Estate Coordination
Beneficiary Review
Business succession discussion
Wealth transfer concepts

If I could create one short financial education video that would answer your biggest money question, what would you want to cover?

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Year

Continue Your Student of Wealth Journey

Every financial wealth journey is unique.

Some people arrive seeking guidance to protect their family, prepare for retirement, or create a personalized wealth strategy. Others come looking to grow a business, strengthen their financial foundation, or develop practical skills that create long-term opportunity.

No matter where you're starting, each Student of Wealth experience is designed around one purpose: helping you organize , protect, and build wealth with greater clarity.

Explore the pathways below and choose the experience that best aligns with your current season of life. Every pathway is connected by a shared commitment to stewardship, education, and purposeful growth.

Beauty Business Bootcamp

Build a beauty business that supports your life - not the other way around.

Beauty Business Bootcamp is a guided project-based learning pathway for licensed professionals and creative service providers who are ready to transform talent into structure, structure into income, and income into ownership.

Inside this pathway, participants:

design aligned offers
build simple systems that increase revenue
launch websites and visibility platforms
learn protection strategies that stabilize income
and create a wealth foundation that supports long-term independence.

This program helps beauty professional move from working harder to working strategically. Because your gift deserves a structure strong enough to carry your future.

GET ON THE PATH

Build Your Own Real Estate Bank

Learn how property becomes protection, leverage, and legacy.

Build Your Own Real Estate Bank is a step-by-step learning pathway that helps individuals understand how real estate can function as a personal financial system - not just a purchase decision.

Inside this pathway, members learn hot to:

observe real estate opportunities with confidence
understand lending and ownership positioning
strengthen financial readiness
evaluate risk and timing
and align property decisions with long-term wealth strategy.

This program is designed for thinkers, planners, first-time buyers, and future investors who want clarity before commitment.

Because ownership becomes powerful with it becomes intentional.

GET ON THE PATH

Crafts for Cash Mentorship Masterclass

Turn what you make with your hands into income that moves with purpose.

Crafts for Cash Mentorship Masterclass is a project-based learning pathway for makers, vendors, artists, and product creators who are ready to transform creativity into consistent revenue.

Inside this pathway, participants learn how to:

price products with confidence
design booths that attract buyers
build simple sales systems
launch visibility platforms including websites and SEO foundations
and develop product pathways that grow beyond weekend markets.

This program helps creators move from hoping sales happen to understanding how sales grow.

Because creativity multiplies when structure supports it.

GET ON THE PATH

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4-Part Membership Architecture

1. Done-With-You Wealth Build Pathway

Members don't watch lessons. They build assets. We don't just teach ideas. We help you build something real.

Examples include:

a business income plan
a real estate learning strategy
a protection plan for your family
a product or service launch roadmap
a savings structure

Clarity grows when your hands are moving.

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2. Monthly Wealth Reset Conversation

Once a month, we stop... look at our money habits... and make better choices.

Inside each session:

one financial literacy concept
one economic observation
one mindset shift
one action step

We reset direction before small mistakes become expensive habits.

3. Foundations of Wealth

Each session, you learn one important money skill that makes your life stronger.

Examples:

how protection works
how assets grow
how debt behaves
how opportunity funds work
how retirement income works

Confidence grows when confusion disappears.

4. Two Private Wealth Strategy Sessions Per Year

These are your personal navigation checkpoints.

Session 1 - Discovery Session

We identify:

your goals
your responsibilities
your risks
your opportunities

This is where we figure out where you are and where you want to go.

Session 2 - Professional Financial Tools Session

We explore tools like:

life insurance
income protection
fixed index annuities
legacy strategies

This is where we choose the right tools to help your plan work in real life.

Book Your Strategy Call Now