
The 2027 Five Foundations Plan
The market isn't going to build your future. You are. Give us three hours and leave with your 2027 business and life plan finished, not just started.
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Get a feel for the session and the Five Foundations framework before you commit your three hours.
Save My Seat →This is a working session. Bring a laptop or a notebook. By 2 PM MST you'll have the plan most agents never get around to writing.
Written, structured, and ready to run on January 1, not "something to finish later."
Broken down into transactions, appointments, conversations, and the weekly activity it actually takes.
Your sources, your listing opportunities, and the systems that keep the pipeline full.
Clear targets for relationships, health, finances, purpose, and impact.
Measurable commitments and built-in accountability so the plan survives February.
Your business doesn't run separately from the rest of your life. Neither does this plan. We build all five, together.
The convictions that steady you when the market doesn't.
The people you're building all of this for, with intention.
Movement, nutrition, and recovery that keep you sharp.
Income goals turned into numbers, growth paths, and weekly standards.
Your purpose, your impact, and the mark you want to leave.
Every segment ends with something written down. You leave with the plan, not notes about a plan.
How to adapt your habits, strategies, and mindset for the market we're actually in.
Assess yourself across the Five Foundations and find where change matters most.
Turn your income goal into numbers, growth paths, lead generation, and weekly standards.
What the data says about the market heading into 2027, and what it means for the plan you're building.
Practical habits around movement, nutrition, and recovery for a demanding career.
Set real goals for Faith, Family, and Force.
Complete the plan, set your 90-day priorities, and build the accountability to follow through.

Leads the session from mindset to a finished plan, including the business engine that powers your year.
Brings the Fitness foundation to life with habits that keep high performers strong and steady.
Brings an economist's view of the market you're planning for, so your 2027 numbers are grounded in where things are actually headed.
Start your first full year with a real plan, clear numbers, and the weekly habits that build momentum.
Know exactly what it takes to hit the number you've been circling, and what to stop doing to get there.
Pressure-test your engine, find where growth really comes from, and protect the life outside the business.
Plan side by side with your office. Seats at each location are limited.
Join from anywhere and get the same session, the same framework, the same finished plan.
A laptop or notebook, your 2026 numbers if you have them, and three uninterrupted hours. You'll be writing your plan in real time.
Yes. Zoom attendees get the same live, interactive session as the watch parties. Your link arrives by email after you register.
Absolutely. Whether you're launching, chasing a milestone, or scaling, the framework meets you where you are.
11:00 AM – 2:00 PM Mountain, which is 12:00 – 3:00 PM Central, 1:00 – 4:00 PM Eastern, and 10:00 AM – 1:00 PM Pacific.
Yes. Have each person register separately so we can save a seat and send them their own details.
Days, not weeks, away. Three hours. One finished plan for 2027. Your seat is waiting.