Go from deal-maker to wealth creator with personalized coaching.

1:1 Coaching Program

Investors that are Ready to run as a Business and scale

Who this is for:

Experienced flipper (4+ deals) who wants to go from hobby investor to intentional, scalable business owner. Desires organization, clarity, financial insight, and strategic growth—without losing the joy of flipping. Interested in partnering on bigger deals and stepping into leadership.

✨ Program Overview

This is a 12-month, high-touch private coaching experience designed to help you:

  • Build a real estate business (not just a side project)

  • Improve scope, systems, and follow-through

  • Maximize profits, reduce taxes, and increase clarity

  • Make intentional, confident financial decisions

  • Expand your vision and impact

We'll work together on business structure, deal execution, tax efficiency, and your personal wealth goals—even if those evolve.

👥 Who This is For

This coaching is perfect for women who:

  • Have flipped a 4+ homes or have held 4+ portfolio and want to grow intentionally

  • Are tired of guessing or "figuring it out alone"

  • Want financial and operational clarity in their projects

  • Leveraging creative financing to scale

  • Are ready to elevate from investor to CEO mindset

  • Are open to partnerships and want to lead with purpose

🌎 What We’ll Cover (Month by Month Focus)

⭐ Month 1:

Onboarding + Business Assessment

  • 60-minute kickoff session: Current goals, blocks, and audit

  • Review of current deal structure, financing, SOW, tools

  • Build your 90-day clarity roadmap

⭐ Month 2:

Build Your Flip Framework

  • Create or refine your Scope of Work system

  • Set up timelines, checklists, and communication templates

  • Implement project management tools

⭐ Month 3:

Know Your Numbers (Financial Mastery)

  • Run deal numbers together: offer, rehab, exit

  • Project cash flow + profit by phase

  • Track and forecast profit in real time

⭐ Month 4:

Tax Strategy + Entity Structure

  • Review current setup (with CPA support if needed)

  • Create plan to reduce tax burden legally

  • Optimize PML use, insurance, deductions, bookkeeping

⭐ Month 5:

Vision Expansion + Delegation

  • Time audit: where are you the bottleneck?

  • Build your business roles, vendor checklist, and team systems

  • Set boundaries as CEO

⭐ Month 6:

Strategic Capital + Partnerships

  • Positioning yourself for JV or bigger projects

  • How to pitch, protect, and partner with confidence

  • Secure funding beyond friends/family PML

⏰ Ongoing Support

✉️ Voxer or app-based voice/text coaching between calls

💬 Monthly private strategy sessions (Zoom, 60 min)

🔧 Ongoing review of deal sheets, contracts, and offers

📈 Accountability check-ins & business growth metrics

💲 Coaching Investment

$33,000 paid in full

(12-month commitment – includes full access to R.E.T.I.R.E. group coaching, tools, and bonus trainings)

✨ What's Possible

Imagine flipping and scaling every deal with full financial clarity… Running projects on time and on budget… Having a strategy for wealth—not just income… And building a real business that honors your family, your purpose, and your goals.

You're ready. And I’m here to walk this with you.

— Jo Anna

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