The True North Workshop
From Theory to Blueprint
A 4-Hour Strategic Intensive.
A tactical, immersive workshop where we dive deep into the specific asset classes and frameworks of wealth alchemy. You will leave with a clear understanding of how to audit your “lazy capital” and the exact mathematical steps required to execute your own financial autonomy.
Moving From Concept to Calculation
The Masterclass exposed the biological and financial realities of the High-Income Trap. Now, it is time to build your escape route.
The True North Workshop is a 4-hour immersive strategy session designed to bridge the gap between knowing what to do and understanding exactly how it works. To ensure the highest level of strategic discourse, each cohort is strictly capped at 4 participants.
Because this room is small, we do not waste time on generic financial advice. Prior to the session, every executive is required to complete a confidential baseline assessment. We use this directional data to pre-populate your personal structural map so we can hit the ground running in Hour 1.
What We Will Build Together
During our 4 hours together, we will move through three distinct phases of wealth architecture:
- Hour 1: Diagnosing the Trap & Pouring the Foundation
- The Baseline Reality Check: We open with a live, personalized “Salary Basket Risk” calculation based on your pre-work. You will see exactly how exposed your current lifestyle is to a single corporate decision.
- The 6-Month Safety Net: We go beyond standard emergency funds to cover the exact structure, sequencing, and psychology required to build your defensive moat.
- Curing the Hoarding Reflex: Transition your nervous system from scarcity (fear of losing wealth) to abundance (capital deployment readiness).
- Hour 2: The Architecture of Yield (The Mechanics & The Math)
- The Multi-Engine Framework: A deep dive into the architecture of your diversified portfolio across the Market, Concrete, and Private Engines.
- The Semi-Active Yield Mechanics: This is where we break down the math of generating high-probability monthly returns. We explore the mechanics of risk and core options pricing concepts (like deltas and thetas) that make consistent yield mathematically possible, without acting like a day trader.
- The Expertise Engine: How to intelligently package and leverage your existing intellectual capital into high-ticket consultancies or advisory roles, ensuring your income diversification extends beyond financial markets.
- Hour 3 & 4: The “Walk Away Premium” & Risk Regulation
- The Walk Away Premium Calculator: The anchor of our intensive. Every attendee will complete this live exercise and leave knowing their exact financial freedom number.
- Mapping the Deltas: We calculate the precise gap between your current automated yield and your Walk Away number, establishing a realistic timeline for your escape velocity.
- The Behavioral Boundary: We address the realities of “High-Beta Living.” Having the mathematical map is one thing; regulating your nervous system to execute it under heavy corporate cognitive load is another.
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Who Is This For?
- Executives who have attended the Masterclass and are ready to move from high-level theory to concrete mathematics.
- Professionals willing to confront their baseline numbers in a small, highly vetted room of 3 other peers.
- Note: If you require absolute discretion and prefer not to expose your baseline numbers in a group setting, you may bypass this workshop and apply directly for 1:1 Coaching.
The Strategy Gap & Your Next Step
By the end of this workshop, you will possess profound mathematical clarity. You will know your exact Walk Away number, and you will understand the mechanics of the engines required to get you there.
However, we conclude with a candid implementation reality check. Knowing the math and safely executing the vehicles under cognitive load are two very different things. Manual execution of this multi-engine architecture can quickly become an unwanted second job.
For attendees who recognize they need a bespoke, done-with-you build, complete with real-time behavioral regulation and strategies perfectly tailored to their unique tax boundaries, you will be invited to apply for Level 3: 1:1 Alchemist Coaching.
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