WORK WITH GREATER SUCCESS. 
LIVE WITH GREATER FREEDOM.

Coaching that elevates your thinking, accelerates your success and gives you time to enjoy it. 


Build a $1M practice &
time to enjoy it  

A proven way to accelerate
your success

For $1M+ firms with
ambitious goals

WORK WITH GREATER SUCCESS. 
LIVE WITH GREATER FREEDOM.

It’s time to elevate your thinking, accelerate your success and enjoy greater freedom.

Build a $1M practice & time to enjoy it  

A proven way to accelerate your success

For $1M+ firms with ambitious goals

Lifestyle Coaching

Lifestyle is all about building a $1 million dollar practice and a life that you love. You’ll learn how to master your mindset, define your vision, drive meaningful growth, become a Trusted Advisor, deliver deeper value to clients and run a hyper-efficient practice – creating success that comes with the time and freedom to enjoy it!

Be prepared to dive into game-changing learning, collaborate closely with growth-minded peers, get coaching that seriously elevates your game, and access to the advice, support and tools you need to put it into practice in ways that work for you.

Lifestyle-Plus gives you full access to the Limitless coaching program, including attendance at live Retreats (a $3,000 savings when attending both)

Lifestyle-Virtual gives you full access to the Limitless coaching program and includes virtual attendance at Retreats.

Both game changing programs offer a path to your Limitless practice with: 

  • Proven Coaching Path: take a guided path through 12-months of “wingtip-to-wingtip” coaching that will elevate your work, wealth and well-being faster than you thought possible.
  • Limitless Retreats: enjoy four extraordinary Retreat experiences* to expand your thinking, take home tested tactics and give you personal access to thought leaders, experts, and Limitless Coaches to elevate your game. Live Retreats foster deep connection and collaboration with peers, coaches and faculty. Virtual Retreats offer a remote learning experience with the coaching, content and collaboration you need to learn remotely. Virtual or live experience based on program choice (*2021 Retreat rating 9.5/10)
  • Monthly Coaching calls: 90-minute Coaching Calls with w/ Stephanie, Advisor Coaches, Faculty (Michael Kitces, Carl Richards, and more) to teach and train you on strategies that shift your success into high gear. 
  • Monthly Office Hours: 90-minute Office Hours calls w/Stephanie and Advisor Coaches to dive deeper into implementation and address your questions along the way.
  • Tribe Talks: small group, coach and peer discussions on specific subjects to get direction, dive deeper, and get clear on how to apply strategies in your practice; new Talks held monthly
  • ​1-on-1 Coaching: spend time talking with Stephanie and Advisor Coach(es) when you need personal guidance and advice.
  • ​Good Vibes Tribe: our online coaching community is where our Tribe of advisors connects between calls and retreats; keep the conversation and coaching going with your coaches and peers, share resources and get accountability and support to keep you focused and on track.
  • ​Learning Library: enjoy access to our extensive (and expanding) library of all the practice-building resources, scripts and tools you need to succeed.
  • ​Mastermind Groups (optional): we highly recommend all Lifestyle members join a Mastermind group to accelerate your success! More details below.

Lifestyle Coaching

Lifestyle is all about building a $1 million dollar practice and a life that you love. You’ll learn how to master your mindset, define your vision, drive meaningful growth, become a Trusted Advisor, deliver deeper value to clients and run a hyper-efficient practice – creating success that comes with the time and freedom to enjoy it!

Be prepared to dive into game-changing learning, collaborate closely with growth-minded peers, get coaching that seriously elevates your game, and access to the advice, support and tools you need to put it into practice in ways that work for you.

Lifestyle-Plus gives you full access to the Limitless coaching program, including attendance at live Retreats (a $3,000 savings when attending both)

Lifestyle-Virtual gives you full access to the Limitless coaching program and includes virtual attendance at Retreats.

Both game changing programs offer a path to your Limitless practice with: 

  • Proven Coaching Path: take a guided path through 12-months of “wingtip-to-wingtip” coaching that will elevate your work, wealth and well-being faster than you thought possible.
  • Limitless Retreats: enjoy four extraordinary Retreat experiences* to expand your thinking, take home tested tactics and give you personal access to thought leaders, experts, and Limitless Coaches to elevate your game. Live Retreats foster deep connection and collaboration with peers, coaches and faculty. Virtual Retreats offer a remote learning experience with the coaching, content and collaboration you need to learn remotely. Virtual or live experience based on program choice (*2021 Retreat rating 9.5/10)
  • Monthly Coaching calls: 90-minute Coaching Calls with w/ Stephanie, Advisor Coaches, Faculty (Michael Kitces, Carl Richards, and more) to teach and train you on strategies that shift your success into high gear. 
  • Monthly Office Hours: 90-minute Office Hours calls w/Stephanie and Advisor Coaches to dive deeper into implementation and address your questions along the way.
  • Tribe Talks: small group, coach and peer discussions on specific subjects to get direction, dive deeper, and get clear on how to apply strategies in your practice; new Talks held monthly
  • ​1-on-1 Coaching: spend time talking with Stephanie and Advisor Coach(es) when you need personal guidance and advice.
  • ​Good Vibes Tribe: our online coaching community is where our Tribe of advisors connects between calls and retreats; keep the conversation and coaching going with your coaches and peers, share resources and get accountability and support to keep you focused and on track.
  • ​Learning Library: enjoy access to our extensive (and expanding) library of all the practice-building resources, scripts and tools you need to succeed.
  • ​Mastermind Groups (optional): we highly recommend all Lifestyle members join a Mastermind group to accelerate your success!

Lifestyle-Virtual

Limitless-Virtual gives you full access to the Lifestyle program, with virtual attendance at Retreats, delivering the coaching, courses and content you need to get clear, get focused and get to work.

  • Virtual Retreats: virtual members attend our 2, 1-day Virtual Retreats (Jan/May) via virtual tracks and recorded lessons 
  • Live Retreats: virtually attend our 2, 2-day Live Retreats (Park City: Mar/Aug) 
  • Optional, Lifestyle and Legacy members can join live Retreats as capacity allows (limited space available) 
  • Additional Retreat fee: $3,000 per  

2022 TUITION: $9,000*
with PARTNER CODE: $7,500

*APPLY YOUR PARTNER PROMO CODE FOR $1,500 OFF TUITION

DEPOSIT: $1,500
MONHLY TUITION: $500

*REFERRAL BONUS: Help us spread the word and earn a $1,000 tuition discount for every member you refer that joins.

Lifestyle-Live

Limitless-Live gives you full access to the Lifestyle program, and guarantees you a space at both in-person retreats. Live Retreats are an experience all their own. These intimate yet immersive experiences bring coaching, collaboration and deep learning together, inspiring clarity and actions that lead to greater clarity and action.   

  • Virtual Retreats: 2, 1-day Virtual Retreats (Jan/May)
  • Live Retreats: join live for 2, 2-day mind blowing Retreats (Park City: Mar/Aug) 
  • Lifestyle-Plus ensures you a seat at both live Retreats (for $3,000 less than joining stand alone)

2022 TUITION: $13,500*
with PARTNER CODE: $12,000

*APPLY YOUR PARTNER PROMO CODE FOR $1,500 OFF TUITION

DEPOSIT: $1,500
MONTHLY TUITION: $875

*REFERRAL BONUS: Help us spread the word and earn a $1,000 tuition discount for every member you refer that joins. 

Lifestyle
Virtual

$7,500* 

Deposit $1,500
$500 month
*w/partner code- $9,000 without

Lifestyle
Virtual + Masterminds

 $10,500*

Deposit $1,500
$750 month
*w/partner code- $12,000 without

Lifestyle
Live

$12,000*

Deposit $1,500
$875 month
*w/partner code - $13,500 without

Lifestyle
Live + Masterminds

 $15,000*

Deposit $1500
$1,125 month
*w/partner code- $16,500 without

Mastermind Groups

Masterminds Groups are peer groups where you connect, learn from each other and grow together. Masterminds are a serious boost to your Limitless experience, providing a guided path, peer collaboration and coaching accountability. Together you’ll create clarity, set goals, solve problems and get advice and accountability to help you move forward.

Masterminds are highly recommended – they help you raise your bar and create a collective focus, energy and commitment that elevates the group beyond what you could achieve on your own.

Masterminds help make it happen with:

  • Monthly Mastermind sessions, and session guides for clarity, direction, and accountability
  • ​Two In-Person Mastermind Meet Ups each year (adjacent to Limitless Retreats)
  • ​Coach Check-In and Accountability to help you make the most of your Mastermind
  • ​Coaching support when your group needs help getting into a higher gear 
  • ​Masterminds are available to Lifestyle and Legacy alumni

Mastermind Groups

MASTERMIND: $3,000 per member
MONTHLY TUITION: $250 month added to tuition

Mastermind Groups

Masterminds Groups are peer groups where you connect, learn from each other and grow together. Masterminds are a serious boost to your Limitless experience, providing a guided path, peer collaboration and coaching accountability. Together you’ll create clarity, set goals, solve problems and get advice and accountability to help you move forward.

Masterminds are highly recommended – they help you raise your bar and create a collective focus, energy and commitment that elevates the group beyond what you could achieve on their own.

Masterminds help make it happen with:

  • Monthly Mastermind sessions, and session guides for clarity, direction, and accountability
  • ​Two In-Person Mastermind Meet Ups each year (adjacent to Limitless Retreats)
  • ​Coach Check-In and Accountability to help you make the most of your Mastermind
  • ​Coaching support when your group needs help getting into a higher gear 
  • ​Masterminds are available to Lifestyle and Legacy alumni

Mastermind Groups

MASTERMIND: $3,000 per member
MONTHLY TUITION: $250 month

Leaders Coaching

For graduating Lifestyle advisors and $1M-$3M+ firms who want to achieve ambitious goals for their business while having the time and freedom to enjoy it! Leaders blends the best of elite Masterminds, expert business consulting and executive coaching into one game-changing experience designed to help Founders radically accelerate their success.

Leaders is about pushing you to the edge of your comfort zone and giving you the clarity, confidence and coaching you need to make the leaps that will send you soaring.

Leaders helps you take your next big leap:

  • Access to Lifestyle program, including 2 Live Retreats and Learning Library
  • ​Quarterly, 1:1 coaching sessions with Stephanie to set strategy and get personal coaching
  • ​Monthly, 90-minute Coaching call with Stephanie, Coaches and/or Guest Gurus
  • ​Monthly, 90-minute Office Hours with Stephanie, Coaches and/or Guest Gurus
  • ​2, 1½ day Leaders Retreats (adjacent to Lifestyle retreats)
  • ​1½ day “Radical Retreat” delivers elite experiences, expert guests and executive coaching to expand your possibilities (Leaders only, extraordinary locations, guests and adventures await you)
  • ​Leaders elite Mastermind group with monthly Mastermind sessions
  • ​2 Mastermind Group check-in & coaching calls with Stephanie during year
  • ​3 Mastermind Group meet-ups in person per year (adjacent to Retreats)

Leaders Coaching

For graduating Lifestyle advisors and $1M-$3M+ firms who want to achieve ambitious goals for their business while having the time and freedom to enjoy it! Leaders blends the best of elite Masterminds, expert business consulting and executive coaching into one game-changing experience designed to help Founders radically accelerate their success.

Leaders is about pushing you to the edge of your comfort zone and giving you the clarity, confidence and coaching you need to make the leaps that will send you soaring.

Leaders helps you take your next big leap:

  • Access to Lifestyle program, including 2 Live Retreats and Learning Library
  • ​Quarterly, 1:1 coaching sessions with Stephanie to set strategy and get personal coaching
  • ​Monthly, 90-minute Coaching call with Stephanie, Coaches and/or Guest Gurus
  • ​Monthly, 90-minute Office Hours with Stephanie, Coaches and/or Guest Gurus
  • ​2, 1½ day Leaders Retreats (adjacent to Lifestyle retreats)
  • ​1½ day “Radical Retreat” delivers elite experiences, expert guests and executive coaching to expand your possibilities (Leaders only, extraordinary locations, guests and adventures await you)
  • ​Leaders elite Mastermind group with monthly Mastermind sessions
  • ​2, Mastermind Group check-in & coaching calls with Stephanie during year
  • ​3, Mastermind Group meet-ups in person per year (adjacent to Retreats)

Leaders Coaching

$33,000*

Deposit $3,000
$2,500 Month
*w/partner code- $36,000 without

LIMITLESS ADVISER  COACHING - an Educe, Inc. Program - ALL RIGHTS RESERVED 2021