Growth Plan — Most Popular

Accelerate Your Financial Growth

For established earners — whether you're an athlete with recurring NIL deals, a seasoned coach, a career educator, or a young professional in any industry. Build real wealth with investment management, advanced protection, and dedicated strategy sessions.

What You Get With Growth

Everything in Foundation, plus wealth-building tools and dedicated strategy.

Destiny One

Plan

GROWTH

Monthly Investment

$349

Everything in Foundation

All Foundation Plan benefits — financial literacy, term life insurance, annual planning, and debt roadmap — are included.

Investment Account Setup & Rebalancing

We set up your investment accounts and rebalance them quarterly to keep your portfolio aligned with your goals.

Whole Life / IUL Policy

Layer in whole life or IUL insurance for cash-value growth that complements your investment strategy.

NIL Contract & Deal Review

We flag tax and liability issues in your NIL contracts and endorsement deals before you sign.

Quarterly Strategy Check-Ins

Dedicated one-on-one sessions every quarter to review your portfolio, adjust your strategy, and keep you on track.

Personal Financial Dashboard

Your dedicated financial website powered by RightCapital — everything in one place. Track investments, monitor net worth, run retirement projections, and see your full financial picture on a single, beautiful dashboard.

Who It's For

Is the Growth Plan Right for You?

This plan is for those with established income who are ready to build serious wealth.

Established NIL Earners

You have recurring NIL deals and your income is growing. It's time to invest strategically, protect your assets, and plan for the long game.

✓ Recurring NIL deals
✓ Growing income
✓ Ready to invest

Experienced Coaches

You've been coaching for a few seasons and your salary has stabilized. Now's the time to optimize your investments and build lasting wealth.

✓ Stable coaching income
✓ Investment optimization
✓ Wealth building

Career Educators

You're established in your teaching career and ready to go beyond basic retirement planning. Layer in life insurance and investment strategies.

✓ Mid-career educators
✓ Beyond basic retirement
✓ Advanced strategies

Young Professionals

You're early in your career but already earning well — in tech, medicine, law, business, or any industry. Start building wealth now while your timeline is long and your options are wide open.

✓ Early-career wealth strategy
✓ Tax-advantaged investing
✓ Long-term growth planning
Start Growing

Enroll in the Growth Plan

Fill out the form below and a member of our team will reach out within 24 hours to get you started.

We'll reach out within 24 hours to confirm your enrollment. No commitment required to inquire.