LIMITLESS LEGACY

Get clear, get focused and get to work creating your bigger, better future.

LIMITLESS LEGACY

January to December 2025

Tuition: $3,600*
Deposit: $0
Monthly payment: $300 (12 months)

Expand your possibilities

If you’re a Limitless alum in year 3+ of our coaching program who wants to stay connected to coaching and a growth-minded community of peers, Limitless LEGACY is for you.

Limitless LEGACY gives you the access to group coaching, accountability, and practice management tools you count on to continue to execute on your personal roadmap.

Why choose Limitless LEGACY?

Keep Building on Your Success: Maintain access to the full Lifestyle program experience at a reduced price.
Exclusive Access: Get invites to Leaders and Legacy-only events with Stephanie, Michael Kitces, and other experts with deeper insights to share (min 2 per year).
Stay Ahead of the Curve: Stay ahead of the latest trends, developments and what’s happening in the space. Receive priority notice for exclusive events.
Ongoing Growth: Stay connected to coaching and community to keep up-leveling your personal growth and business mastery.

What’s waiting for you inside the Limitless LEGACY program:

Roadmap to Success

A step-by-step roadmap to disrupt your thinking, optimize your practice, scale your growth, and transform your practice into a business that maximizes value, margins, and joy.

Accountability Check-ins

Access to the Limitless Practice Library – filled with proven resources and shortcuts to help you run, grow, and optimize your practice.

Good Vibes Tribe

Ongoing access to our online member community for ongoing coaching, collaboration, and accountability.

Limitless VIRTUAL Program

You and your team get full access to the Limitless VIRTUAL program, including seats for you + a guest at our quarterly Coaching Summits. We’ll deliver the no-fluff training you’ll need to implement strategic changes with confidence.

Q1 Performance Virtual Summit: January 13
Q2 Value Virtual Summit: March 10
Q3 Productivity Virtual Summit: June 16
Q4 Growth Summit: August 25

Exclusive MASTERS CIRCLE Calls

We’ll hold 2-4 Legacy & Leaders only MASTERS CIRCLE calls with me, Michael Kitces, and other industry gurus to give you a front-row seat to talk with leading experts, get their latest thinking, and stay ahead of the latest trends and tactics for elevating your work, wealth and well-being.

OPTIONAL ADD-ON: 2-Day Coaching Camps (Spring & Fall)

Gather live with coaches and the community each Spring and Fall to remove distractions, roll up your sleeves, and get to work applying what you learn.

Spring Coaching Camp: March 26-27 (Charlotte, NC)
Fall Coaching Camp: September 3-4 (Denver, CO)

Here’s what successful advisors who have used Limitless
to re-shape their practices have to say:

Take your 7-minute Practice Diagnostic!

Take our free Practice Diagnostic to get your personalized practice assessment highlighting areas of opportunity and unlocking actionable insights and resources.