The xChange

the xChange

The only financial and business advisory membership
designed specifically to help you become an angel investor

How we uncover your Untapped WealthTM

Your Current Financial Picture+ ????
= Accredited Angel Investor

We'll help you put the puzzle together
by adding the missing pieces

If that weren't enough,
membership perks include...

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SPECIAL GUEST
MASTERCLASSES

Actionable guidance on topic such as how to get your 1st or 10th client; how to choose the right investment and how to select companies to invest in.

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CUSTOM GUIDANCE
FROM YOUR COACH

Get the support you need from a trained Financial & Business Coach

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EXCLUSIVE MEMBER
OPPORTUNITIES

Highlight your expertise: interview opportunities, speaking engagements and guest blogging to grow your business.

Untapped
WealthTM GUIDES

Templates, sample contracts workbooks and calculators to grow your business and your wealth.

MEMBER
SPOTLIGHT

Show us what you got. every month, we hightlight a member and their business

MEMBER
XChange

Have something another may find useful? we created a space just for you to connect.

Clients & Members
FAQS
Answer: Yes. As part of your membership you meet with a trained Financial & Business Coach
Answer: Yes. You get a custom wealth roadmap that fills in the gaps in your financial picture.
Answer: Yes, but only if you’re willing to put in the work and stick with the plan.
Answer: Our goal is to help you create a portfolio with multiple streams of income. That includes potentially investing in the stock market, investing in real estate (or investing in Real Estate Investment Trusts) and investing in small businesses.
Answer: Part of your wealth plan includes access to curated deals on various equity crowdfunding platforms (depending on membership level).