Pricing

Choose your path to financial freedom

Three ways to work with Wealth OS. Every tier builds on the last.

Tier 2

Implementation

$1,250/month
1-on-1 coaching to install the full Wealth OS in your business and your life.
  • Everything in Membership, plus:
  • 2.5-hour 1:1 Zoom working sessions every two weeks
  • Personalized business consulting
  • Financial structuring guidance
  • Custom wealth planning
  • Direct access to Brad
  • Deal review & analysis
  • Quarterly wealth reviews
  • AI automation implementation
  • Integrated website build & ongoing development
Book a Call
Tier 3

Partnership

Invite only
Co-invest alongside Brad in vetted real estate and business deals.
  • Everything in Implementation, plus:
  • Real estate syndication access
  • Acquisition opportunities
  • Capital raising partnerships
  • Succession & legacy planning
Apply
“Price is what you pay. Value is what you get.”
Warren Buffett
Questions

Frequently asked

Contractors and home-service business owners: plumbing, electrical, HVAC, roofing, landscaping, flooring, general contracting. If you run a profitable trade business and you want to build income that doesn't depend on you swinging a hammer or selling the company, you're the fit. The framework was forged in a painting company and four franchise locations, so it's built on how contracting actually works.

Membership works at any size. Implementation is a better fit once you're doing roughly $500K or more in revenue, because that's the point where there's real surplus to structure and invest, and where 1-on-1 work pays for itself quickly.

Membership ($99/month or $899/year, CAD + GST) is the Wealth OS Academy, starting with the real estate courses, with action steps that move you forward one lesson at a time. You also get your net worth tracker and Freedom Number, the Real Estate Deal Analyzer, the Deal Room, the Make, Preserve and Grow discussion spaces, every handout and template, and the community of contractors going through it alongside you. New courses are added as they're released. It's the place to start.

No. Wealth OS is education and coaching. We teach the frameworks, share what has worked, and help you build your own plan, but Brad is not a licensed financial advisor, and nothing here is personalized investment advice. Always do your own due diligence and consult licensed professionals for your specific situation.

That's exactly what it's built for. The surplus calculation accounts for seasonality, so what leaves the business in a strong month is sized against the slow one coming. Most contractors invest nothing precisely because they can't tell the difference between a good month and a good year.

Yes. Membership starts with 14 days free. You add a card at checkout and get full access. Cancel any time before the 14 days are up and you won’t be charged. One free trial per person.

Yes. Membership is month-to-month with no long-term contract. Cancel whenever it's no longer serving you.

Implementation is 1-on-1. A 2.5-hour Zoom working session every two weeks, personalized business and financial-structuring guidance, direct access to Brad, and deal reviews. The full framework installed in your specific business, rather than the self-paced curriculum plus group support.

Invite-only. For members ready to co-invest alongside Brad in vetted real estate and business deals: syndications, acquisitions, capital-raising partnerships, and succession planning. Start the conversation by booking a call.

“The most important investment you can make is in yourself.”
Warren Buffett

Not sure which tier is right?

Book a free discovery call and we'll map the right path for where your business and your wealth are today.