What to bring and what you'll leave with.
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Hi Friend,


We go live today at 3pm PST.


This isn't a general personal finance session. We're building the ROE framework from the ground up, using the same model I apply to capital decisions on my own balance sheet.


The audit section in particular works better live. I'm going to walk through a real balance sheet breakdown with numbers on the screen, and the questions that come up in the room change how the analysis develops.


Come with a rough sense of your assets: home equity if you own property, current retirement account balance, savings, any brokerage positions. You don't need exact numbers. Close is enough.


The Q&A is real, not canned answers from before. Bring your actual questions and we can interact that way.


A replay will be available for 48 hours after we close, but the live session includes a balance sheet exercise that does not translate the same way on replay. Make sure to show up live.


JOIN THE MAY 9 MASTERCLASS.



To your wealth,