Private planning
A financial strategy session and personal roadmap review.
THE DIFFERENCE INNER CIRCLE
Your goals.
A plan to build on.
A personal financial roadmap, coaching, and support to help you put it into practice.
12 monthsGuidance and support
Personal roadmapBuilt around your priorities
Weekly coachingGroup calls and Q&A
Resources + communityKeep learning between calls
YOUR PERSONAL FINANCIAL ROADMAP
A plan built around
your starting point.
Start with your full financial picture. Then set priorities, build your roadmap, and put it into practice.
UNDERSTAND
See the full picture.
Income, expenses, debt, assets, and goals. Start with where you are today.
CLIENT EXPERIENCES
A plan on paper.
A change in
everyday life.
Hear Tani and John share their experience working with Jamil.
Explore client storiesIndividual client experiences, shared in their own words. Outcomes are self-reported, vary by person, and are not a promise of future results.
IN THEIR OWN WORDS
Different starting points.
Real experiences.
“The structure of having a budget in place has been amazing.”
“The mindset shift has been amazing.”
“We look at money different.”
“He’s now discussing income and money with me.”
“I’m not wasting money on things I don’t need anymore and cooking at home more.”
“This program has been a turning point”
“And it has brought so much clarity to what we’ve been looking to do.”
“the plan that’s customized to exactly what we need in our finances”
1–2 of 8
Individual client experiences, shared in their own words. Outcomes are self-reported, vary by person, and are not a promise of future results.
INSIDE THE INNER CIRCLE
Guidance that continues
beyond the first conversation.
12 months of guidance and support. Your membership determines the scope and access.
LEARN. REVIEW. PUT IT INTO PRACTICE.
A place to bring your questions
and keep moving forward.
Live coaching
Weekly Inner Circle calls and Q&A, with recordings to revisit.
Learning and community
Modules, resources, and private Skool communities.
Focused implementation
Investment Concierge support for one chosen strategy.
FROM YOUR PLAN TO YOUR NEXT MOVE
Your goals set the direction.
The strategy follows.
Explore the options in the context of your own finances, priorities, and experience.
Stocks and funds
Stocks, index funds, and ETFs in the context of long-term goals.
Real estate
Property ownership, rental income, and the costs and involvement each approach requires.
Business investing
Business ownership and growth, including the opportunity and responsibility involved.
Other investment vehicles
Structured notes, syndications, international real estate, and land.
Your roadmap sets the focus. Investment Concierge supports one chosen strategy. Requirements, costs, and risks vary by investment.
MEMBERSHIP OPTIONS
Choose the level of support
that fits your goals.
Platinum
Build your financial roadmap with guidance and ongoing support.
- Private strategy session and roadmap review
- Weekly Inner Circle coaching and Q&A
- Modules, recordings, and community
Elite
Build on the foundation with business strategy and added coaching.
- Platinum foundation
- Business Blueprint and expert coordination
- Monthly 1:1 business coaching
Ambassador
A closer strategic relationship for more complex goals.
- Scope shaped around your priorities
- Services and access agreed before enrollment
- A tailored engagement, rather than a fixed checklist
Scroll within the table to compare all memberships.
| What is included | Platinum | Elite | Ambassador |
|---|---|---|---|
| Private financial strategy session and roadmap review | Included | Included | Tailored |
| Weekly Inner Circle coaching and Q&A | Included | Included | Tailored |
| Modules, resources, and prior recordings | Included | Included | Tailored |
| Private Skool communities | Included | Included | Tailored |
| Investment Concierge for one chosen strategy | Included | Included | Tailored |
| Business Blueprint and expert coordination | Not included | Included | Tailored |
| Monthly 1:1 business coaching | Not included | Included | Tailored |
| Personalized access to Jamil | Not included | Not included | Tailored |
Ambassador services, scope, and access are tailored and agreed before enrollment.
Expert coordination does not include specialist services or fees. Those are confirmed separately.
01 / CHOOSE YOUR TIME
Choose your consultation time.
Choose a time you can give your full attention to.
Your call is 30 minutes. Check the calendar’s time zone before choosing a slot.
GrowthStack test slots only. This preview does not book a call with TLID.
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