What does Safe Haven do?
Safe Haven breaks down business & wealth strategies down to basic building blocks (like Lego) and tells you how to assemble them for success.
Think of us like a business and finance school, but for the real-world. We make learning the full stack of financial skills a fun, collaborative process!
Battle tested and proven results
We don't provide you with certificates, degrees, credentials, or badges. We provide you with real financial results. Growth, Profit, Self-Improvement and success.
What Our Members Say About Our Coaching
There is a clear alternative to mainstream "programming" in finance, estate planning, and more! A clear view on how the rich cabal get richer and how we ourselves can tap into that knowledge and have the courage to apply it :-)
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- Sam, Member
One of my big takeaways is that the information we need to get a macroeconomic picture of the overall market is provided and it’s up to us to take advantage of these tools and put in the time to understand what they mean. Having some guidance to know exactly which information is important was super helpful.
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- Oliver, Member
You taught me how to set up a trust properly.
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- Manny, Member
your estate planning using equity stripping with trusts to setup a public LLC for dealing with my business as well as a private LLC as a holding company... changed my life! Love it.
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- Steven, Member
Wealth strategies aren't magic, it's cause and effect
Safe Haven get's individuals, entrepreneurs, investors and traders laser-focused on the simple actions that creat big reactions. You'll find our students adding value, optimizing systems and doing work, not talking on social media.
We help neurotic do-it-yourself-ers
This specimen represents 99% of entrepreneurs, investors and traders. They feed on shiny objects and noisy social media information. Their attention span is 14 seconds, plans rarely exceed this month. So confused about what to do, they try do everything to make sure they cover all the bases. They see business as a giant tangled knot of chaos.
Become laser-focused wealth managers
This rare specimen, comprising just 1% of the population, thrives on value, clarity, and efficiency. With a laser focus, they excel at prolonged task engagement and adopt long-term planning. Unlike online content enthusiasts, they prioritize action over talk, embodying deliberation, scientific thinking, clear financial acumen, and a consistent track record of success.
Here's how it works
Safe Haven provides you with everything you need to be successful in business, investing and or trading. No lecturing - we provide an environment and building blocks so you can build and play.
Proven Process
We turned the guesswork of starting/growing wealth into a science. Follow practical step-by-step instructions that are proven to work and track your progress using reliable metrics.
Mental Reprogramming
We've unearthed a proven approach to understanding our environment. Explore your financial tendencies, passions, biases, routines, and behavioral trends. Reframe your mindset to optimize performance.
Financial-Driven Community
Expert Mentorship
It's hard to change your life surrounded by the same people. Join an active community of entrepreneurs, investors, traders, collaborate, get help, practice your knowledge, make friends and have fun.
Get personalized expert mentorship who can troubleshoot your problems and provide direction. All courses include weekly Q/A; calls, recordings, livestream sessions and 24/7 365 support.
We teach the full stack
Most courses teach a specific skill like business marketing or stock trading, this creates clueless entrepreneurs who don't understand the whole. To succeed in business you need to learn the "full stack" — five interconnected layers of consciousness built on top of each other
1. Mental awareness — Identity, purpose, discipline, beliefs
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2. Mental cognition — Focus, plans, prioritize, problem solving
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3. Financial principles — Frameworks, concepts, mental models
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4. Financial disciplines — Strategy, allocation, hedging
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5. Financial processes — Tools, systems, workflows, metrics
Learn more about our methodology
Learn everything, conquer anything
The building is only as tall as the foundation is strong enough to build on. We teach you everything you need to succeed in business, estate planning, investing, and trading today, tomorrow, in the future, and against any storm.
Business fundamentals
Picking a niche, identifying problems, finding opportunities, market validation, pricing.
Investing
Tailored and personalized investment portfolio that will
facilitate growth and low maintenance.
Legal, accounting, & tax
Structuring your company and estate planning, structuring it efficiently, doing your books, legal contracts, tax, mitigating financial risk, and keeping a low wealth profile by keeping allocations hidden from outsiders.
Portfolio Development
Designing and improving your
allocations.
Hedging Investment Downside Risk
Making sure your portfolio will
withstand future unforeseen market drops, and outperform the broad market.
Capital Markets
Approaching markets with a
systematic, repeatable framework
that has you always on the pulse
of the market and ignoring the
noise that isn't useful.
Two Stages of Growth
Whether you're brand new to business/wealth management or a fully established 8-figure player, Safe Haven has you covered!
Learn the way that best suits you
Learn anytime, anywhere and whatever way you like with multiple training formats.
All Safe Haven's courses come with online,social, live and simulated material.
Online e-learning platform
Watch training videos in stunning 4k HD, or read the text transcripts. Access the training online from any desktop or mobile device, anywhere in the world, anytime you like.
Interactive entrepreneur & investor community
Join a vibrant community of entrepreneurs and investors on the same wavelength as you. Entrepreneurship and Investing is lonely when you're by "normies" who just don't get it. Get inspired, ask questions, generate ideas, make friends and have fun!
Expert mentorship on demand
Get personalized expert mentorship who can troubleshoot your problems and provide direction. All courses include weekly Q/A; calls, recordings, livestream sessions and 24/7 365 support.
