Allied for Success Bundle for Investors, Families, and Business Owners

Where Purpose Leads, Money Follows.

For individual investors, families, and business owners who want their money to follow what matters most—not the other way around. This bundle gives you the books, course, and planning portal to design a clear Blueprint for your financial life.

Full description

The Allied for Success Bundle for End Users is built for people who are tired of having a CPA over here, an attorney over there, and an investment person talking to themselves. It helps you put vision, values, and purpose at the center of your financial life—and then invites your entire planning team to align around one shared plan.

What’s included

• Limited hard cover edition of Make Your Money Count – Connecting Your Resources to What Matters Most
• The Blueprint for Financial Success (full Blueprint workbook to clarify what matters most, capture your current picture, and set specific goals)
• Thinkific course enrollment: 30 Days to Make Your Money Count (a step-by-step journey for individuals, families, and business owners)
• RightCapital Premium Planning Portal access for you and your financial planning team
• Digital Blueprint section inside RightCapital that integrates with your full-size Blueprint workbook, so your CPA, attorney, insurance, and investment professionals can all work from the same plan

Who this bundle is for

• Individual investors who want a clear, practical way to connect their money to what matters most
• Families who want to get on the same page financially and plan for the future with confidence
• Business owners who need one place where their personal, family, and business goals come together in a single Blueprint

Outcome

You’ll move from a siloed, fragmented approach—where no one talks to each other—to a single, coordinated Blueprint that keeps your vision, values, and purpose at the center while your professional team aligns around one agenda and one outcome.