The 20/20 Vision Programs

Five roadmaps. One coordinated system.

Each 20/20 Vision program is an educational and implementation roadmap covering a critical domain of wealth-building. Taken in sequence, they form a single architecture — not five separate courses.

Why five

Most owners receive credit advice from one person, business advice from another, and estate advice from a third — and the three never meet. The 20/20 Vision programs put them on the same page, in the right order.

Program 01

20/20 Credit Vision

From invisible to underwriter-ready.

Problem Addressed

Personal and business credit is misunderstood and underbuilt — and it silently caps every capital decision that follows.

Who It's For

Entrepreneurs and families who need credit clarity and a path to business credit readiness.

What Participants Learn
  • How credit is actually built and evaluated
  • Reading personal and business credit profiles
  • Practical credit-improvement sequencing
  • Building a business credit profile responsibly
Cohort-based · Limited seatsRequest Enrollment →
Program 02

20/20 Finance Vision

Financials a lender takes seriously.

Problem Addressed

Disorganized financial records make capital, planning, and growth harder than they should be.

Who It's For

Owners preparing for funding, growth, or formal financial reviews.

What Participants Learn
  • Financial organization fundamentals
  • Documentation underwriters expect
  • Responsible capital and cash-flow strategy
  • Communicating financial health credibly
Cohort-based · Limited seatsRequest Enrollment →
Program 03

20/20 Business Vision

A business that looks the part — because it is.

Problem Addressed

Many businesses operate without proper structure, compliance, or presentation, and lose opportunities they never see.

Who It's For

Owners ready to professionalize their business and prepare for the next stage.

What Participants Learn
  • Choosing the right entity and structure
  • Compliance fundamentals owners actually need
  • Operations, presentation, and credibility
  • Building a defensible business identity
Cohort-based · Limited seatsRequest Enrollment →
Program 04

20/20 Trust Vision

Ownership decisions that survive you.

Problem Addressed

Asset ownership and protection are commonly misunderstood — and rarely coordinated across professionals.

Who It's For

Families and business owners exploring how trusts may fit a coordinated plan.

What Participants Learn
  • Trust education fundamentals
  • Common trust roles and responsibilities
  • Coordinating with appropriate professionals
  • Avoiding the most common, costly pitfalls
Cohort-based · Limited seatsRequest Enrollment →
Program 05

20/20 Estate Vision

A plan your family can actually execute.

Problem Addressed

Estate, succession, and legacy decisions are deferred — until they are made in a hurry, under stress, by the wrong people.

Who It's For

Anyone serious about leaving something durable behind.

What Participants Learn
  • Coordinating business, family, and assets
  • Beneficiary and successor review
  • Charitable and succession intentions
  • Multigenerational education and governance
Cohort-based · Limited seatsRequest Enrollment →

Take all five — or start where you stand.

The Wealth Exposure Diagnostic recommends the program to begin with, based on where the most risk sits in your plan right now.

Take the Diagnostic →Request Enrollment

Educational programs. Where appropriate, work with independently licensed legal, tax, investment, or insurance professionals.