Strategic Wealth Coaching • The Surge Effect

Build Real Wealth
Without Complexity or Guesswork

I help high performers turn income into compounding assets through simple, proven wealth systems—whether you’re dialing in investing, building new income streams, or putting your money to work through assets.

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✓ Personalized plan ✓ Clear numbers ✓ Confident execution

The Surge Effect Wealth Framework

A simple, repeatable system for turning income into real wealth.

Most people don’t fail because they lack discipline. They fail because they’re operating without a system.

This framework keeps you focused on what actually moves the needle—so you can build wealth with clarity, confidence, and consistency (without chasing hype).

Clarity First

We get your numbers, timeline, and priorities clear—then build a plan that fits your life (not a template).

✓ Net worth + cash flow snapshot ✓ Goal + timeline mapping ✓ Risk tolerance calibration

Income With Intention

Whether it’s career, skills, or entrepreneurship, we build an income plan that grows without chaos or burnout.

✓ Career strategy & leverage ✓ Offer + side income framework ✓ Simple execution plan

Assets That Compound

We choose the right vehicles—index funds, real estate, crypto—based on probability, not prediction.

✓ Simple portfolio structure ✓ Real estate analysis basics ✓ Crypto framework & risk

Behavioral Consistency

The best plan is useless if you can’t stick to it. We align habits, identity, and decision-making under pressure.

✓ Rules that prevent self-sabotage ✓ Decision filters for markets ✓ Consistency systems

Why this order matters

Most people jump straight to tactics—what to buy, what to invest in, what strategy to copy. The Surge Effect starts with clarity because the wrong strategy executed perfectly still fails. Once your plan matches your goals and psychology, execution becomes simple—and compounding finally has room to work.

Who this is for

Make sure this is a fit before you book.

This is strategic coaching for people who want a clear plan and real execution. Whether you are optimizing investing, building income, or creating a full wealth roadmap, we will keep it simple and high leverage.

This is for you if

✓

You want a simple plan you can follow Clarity, priorities, and next steps without overwhelm.
✓

You have income but want real wealth Turning earnings into compounding assets and long term freedom.
✓

You want to level up income Career leverage or simple entrepreneurship based on your skills.
✓

You want confident investing Index funds, real estate, crypto, and risk management, built around you.

This is not for you if

×

You want quick wins or hype No get rich quick promises, no shortcuts, no gambling mentality.
×

You want stock picks or trade signals We focus on frameworks, probability, and a portfolio you can hold with conviction.
×

You are not willing to execute This works when you apply the plan consistently, not when you collect advice.
×

You are looking for legal or tax advice We can coordinate strategy and questions, but licensed pros handle legal, tax, and compliance.

Quick self check

✓ I want a clear wealth roadmap
✓ I want systems, not noise
✓ I want investing confidence
✓ I want income growth options
✓ I am ready to execute

Book a Wealth Clarity Call See How Coaching Works

If you are unsure, book the call anyway. We will get clear fast and I will tell you honestly if this is not the right next step.

How coaching works

Clarity, then execution—built around your real life.

This is not a course you disappear into. It’s a simple, strategic process designed to help you make better decisions with your money and actually follow through—without overwhelm or complexity.

Start with a Wealth Snapshot

Week 1

We get your goals, timeline, and numbers clear—so you’re not guessing or copying someone else’s strategy.

Goals + timeline: what you actually want and by when
Money map: cash flow, net worth, and runway
Risk profile: how aggressive you can be without panic-selling

Build Your Wealth Plan

Weeks 1–2

You get a clear plan with priorities—income strategy, investing structure, and the next best moves.

Income expansion: career leverage or simple entrepreneurship
Investment structure: index funds, real estate, crypto—right mix for you
Rules: decision filters that keep you consistent in volatile markets

Execute With Accountability

Ongoing

The plan is useless if it stays on paper. We execute in a calm, structured way—one priority at a time.

Weekly actions: clear next steps you can actually complete
Decision coaching: guidance when opportunities (or fear) show up
Systemization: automate the right things so wealth becomes boring

Review & Optimize

Monthly/Quarterly

We review what’s working, adjust the plan, and keep you aligned to the long-term objective—without noise.

Portfolio check-ins: allocation, contributions, risk, and conviction
Opportunity filter: real estate deals, business ideas, new moves
Behavioral edge: staying consistent when emotions are high

What you walk away with

✓ Clear wealth roadmap + priorities
✓ Income expansion options that fit your life
✓ Simple investing structure (not hype)
✓ Rules for volatility + decision-making
✓ Accountability to execute consistently

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Note: I’m not a CPA or attorney and this isn’t tax/legal advice. This is strategy, planning, and coaching so you can make smarter decisions and execute with confidence.

The Surge Effect for Wealth

Wealth isn’t about chasing tactics — it’s about installing the right sequence so income, assets, and decisions compound over time.

Stabilize & StructureCash flow, rules, clarity.

Income ExpansionCareer leverage or entrepreneurship.

Asset BuildingIndex funds, real estate, crypto.

Compounding DecisionsRules that remove emotion.

Why listen to me

My job is to make wealth simple, strategic, and repeatable.

I’m not here to sell you hype or shortcuts. I’m here to help you build a plan you can follow—so your money can compound quietly in the background of your life.

Shaun Surgener View photo

What I actually coach (the principles)

✓ Systems over motivation
✓ Probability over prediction
✓ Simple compounding over complexity
✓ Behavior beats information
✓ Long-term conviction

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This is coaching and strategy—not legal, tax, or investment advice. If you’re working with a CPA/attorney/advisor, I’ll help you ask better questions and make cleaner decisions.

7-figure+

Personal wealth built from scratch through simple, repeatable systems.

40+ deals

Rental properties and flips acquired over time—cash flow + equity growth.

Multiple ventures

Coaching, investing, and business ownership (including co-owning a liquor store).

Real outcomes

What this looks like in real life

Every client starts in a different place, but the outcomes tend to rhyme: clarity, confidence, and consistent progress toward real wealth.

From confusion to clarity

Clients leave with a clear plan for income, investing, and next steps— replacing stress and second-guessing with confidence.

Clarity & direction

Smarter income decisions

Clients identify realistic ways to increase earning power through career leverage, side income, or entrepreneurship—without chaos.

Income expansion

Calm, disciplined investing

Instead of chasing trends, clients build portfolios they can actually hold through volatility with conviction.

Long-term investing

I don’t promise specific financial outcomes. What I do promise is a clear strategy, honest guidance, and a system you can execute consistently—so your results are built, not hoped for.

Book a Wealth Clarity Call

Results vary based on effort, execution, and starting point. This is coaching and education—not financial advice.

Proof

Real client wins (without the hype)

You don’t need a dozen strategies. You need clarity, a plan, and consistent execution. Here are a few real moments from clients I’ve worked with.

David S.

Entrepreneur • 2+ years working together

✓ Entrepreneurship

“I chose Shaun to help me take my results to the next level—and sure enough, they skyrocketed. Today, I’m successfully working for myself. That’s the caliber of value Shaun consistently delivers.”

Jon C.

Founder • Business launch support

✓ Execution

“Shaun helped me move forward and make major moves. I went from overwhelmed to executing a clear plan—and launching my business with confidence.”

Brandon C.

High Performer • Long-term coaching

✓ Compounding

“The results are unreal. Shaun helped me build a much better mindset for success, kept me accountable, and gave me different perspectives and advice as the habits kept compounding.”

Chris B.

Professional • New business direction

✓ Clarity

“I was stuck not knowing what to do or where to put my energy. Working with Shaun helped me get clear on what matters—and move forward with confidence.”

✓

A real client moment

Momentum wins that compound over time

✓ Milestones

“This is what progress looks like in real life—clear decisions, momentum, and small wins that add up.”

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Want a clear plan you’ll actually follow? Book a call and we’ll map out your next best moves based on your goals, timeline, and risk tolerance.

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Coaching Options

Reset → Build → Mentorship

Each option is designed to be simple and outcome-driven. No fluff, no endless calls—just a clear plan and the support level you want while you execute.

✓ 2–4 weeks

Wealth Reset

Fast clarity

Two deep sessions + implementation support to organize your money, simplify your direction, and lock in your next 90 days.

$1,000 Payment plans available

1
Call #1 (Diagnosis)We map your situation, priorities, and the fastest path forward.
2
Wealth Map + 90-Day PlanYou get a clear roadmap + decision rules (cash flow, income moves, assets).
3
Call #2 (Execution)We finalize your plan and turn it into actions you’ll actually follow.

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Best for: clarity + direction + a plan you can execute immediately.

✓ 12 sessions

Signature Build

Execution runway

We install your wealth system and execute it together—cash flow, income expansion, and asset-building—built for your life.

$3,000 Payment plans available

✓
Systems + AutomationMake progress predictable (not willpower-based).
✓
Income ExpansionCareer leverage and/or a simple entrepreneurship lane.
✓
Asset StrategyRisk-aware framework you can hold through volatility.
✓
AccountabilityWe execute, measure, adjust, and keep moving.

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Best for: people who want structure + execution—not just information.

✓ 6 months

Elite Wealth Mentorship

High access

Ongoing guidance while decisions are happening. Built for builders who want speed, confidence, and a tighter feedback loop.

$9,000 High-access mentorship

⚡
Bi-weekly callsTwo scheduled strategy calls per month to stay aligned and moving.
⚡
Decision Support SessionsAdditional calls when a major decision is on the table.
⚡
Priority async accessFast feedback for questions, deal/investment thinking, and strategy shifts.

Apply / Book Wealth Clarity Call Read FAQs

Best for: entrepreneurs + investors who want speed, access, and guidance.

What to expect (so it’s crystal clear)

These offers are designed to be premium and efficient. You’re not buying endless calls. You’re buying clarity, decision quality, and a plan you execute.

✓ Clear cadence ✓ Defined support ✓ No ambiguity

FeatureWhat you’re getting

Reset2–4 weeks

Build12 sessions

Elite6 months

✓ Calls / cadence

2 deep sessions (Diagnosis + Execution)

Weekly / bi-weekly cadence (structured execution)

Bi-weekly scheduled calls (2 per month)

✓ Plan deliverables

Wealth Map + 90-Day Plan

Full wealth system + implementation roadmap

Ongoing plan refinement as decisions happen

✓ Support between calls

Implementation support (limited, focused)

Accountability + adjustments during execution

Priority async access + faster feedback loop

✓ Extra calls

Not needed in most cases

As scheduled inside the 12 sessions

Decision Support Sessions (major moments)

✓ Best for

Clarity + direction fast

Installing systems + executing

Entrepreneurs/investors making active decisions

Quick clarity: Elite is “high-access,” not “unlimited.” You have a consistent cadence plus additional sessions when a major decision is on the table—so you’re supported when it matters most.

Coaching and mentorship focused on education, strategy, and decision-making. No investment, legal, or tax advice provided. Results vary based on effort, execution, market conditions, and starting point.

FAQs

Clarity before you commit

Here’s exactly how the mentorship works, what it includes, and who it’s designed for. Clear expectations = better results.

How does the Wealth Reset work (calls + timeline)? Simple sprint. Two deep sessions + implementation support.

Wealth Reset is built for fast clarity:

Call #1 (60–75 min): diagnostic + direction
Between calls: implementation support while your Wealth Map + 90-Day Plan is built
Call #2 (60–75 min): execution map + decision rules

If you want ongoing execution support, Signature Build is the best fit.

Is Elite “unlimited calls”? High access — not chaotic access.

No. Elite is designed to be premium and efficient:

Bi-weekly scheduled calls (2/month)
Decision Support Sessions when major decisions are on the table
Priority async access for fast feedback (within clear boundaries)

You get support when it matters most — without turning into “random calls forever.”

Can you tell me what to buy (stocks/crypto) or manage my money? Education + frameworks, not financial advising.

I don’t provide specific investment recommendations or manage money. What I do provide:

Risk-aware frameworks for building a portfolio that fits your goals
decision rules so you stop reacting emotionally
education around concepts, allocation thinking, and long-term compounding

If you need legal/tax/investment advice, I’ll encourage you to consult the appropriate licensed professional.

What if I don’t have a spending problem — I just want investing clarity? This is built for that.

Perfect. “Cash flow” doesn’t mean you’re bad with money — it means your system makes investing automatic. If you’re already disciplined, we focus more on:

portfolio structure + risk tolerance
what to prioritize (and ignore)
how to stay consistent through volatility

What if I’m early and want to increase income / start a side business? Yes — with simple, realistic strategy.

Yes. We can map a clean lane based on your skills, time, and personality — without building a “massive company.” The focus is simple income expansion that supports investing and long-term wealth.

Which option should I choose? Here’s the simplest rule.

Quick rule:

Reset → you want clarity and a 90-day plan, fast.
Build → you want systems installed + execution support.
Elite → you’re making active decisions and want high-access guidance.

Best fit if you want…

✓
Clarity + confidenceA plan you trust and can execute without second-guessing.
✓
Simple wealth systemsCash flow → income → assets, built to match your real life.
✓
Better decision-makingLess emotion, more structure, better long-term outcomes.

Not a fit if you want…

×
Hot tips“Just tell me what to buy” — that’s not what this is.
×
Magic shortcutsWe build systems and execute. No hype, no lottery thinking.
×
Someone to manage money for youThis is mentorship and education — not investment management.

Want the plan that fits your goals and timeline? Book a call and we’ll map your next best moves — then choose the option that matches the support you want.

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What You’ll Walk Away With

Clarity artifacts you can execute—immediately

This isn’t “more information.” You leave with a simple plan, clean numbers, and decision rules you can follow through noise, volatility, and real life.

MAP

Your Personal Wealth Map

A clear snapshot of where you are, what matters most, and what to focus on next—based on your timeline and risk tolerance.

✓Clarity on priorities (what actually moves the needle)
✓Numbers simplified (no confusion, no finance-speak)
✓“Next best move” sequencing so you stop guessing

The Next 90 Days (Execution Plan)

A clean, realistic plan you can follow weekly—built for busy high performers who want momentum without complexity.

✓Cash flow + investing actions (only what’s relevant)
✓Income expansion pathway (career and/or business)
✓Accountability structure so it actually gets done

RULE

Decision Rules for Money

The “filters” that remove emotion. You’ll know what to do when markets move, opportunities show up, or fear hits.

✓Allocation structure (simple + repeatable)
✓Risk rules you can hold through volatility
✓Opportunity filter (when to say “yes” vs “not now”)

Want the plan built around your life? Book a call and we’ll map your next best moves based on your goals, numbers, and risk tolerance.