Build Your Personal Plan of Action & Milestones (POAM)
A Structured 8‑Week Coaching Experience for High-Achievers Ready to Execute
Program Overview
The 8-Hour Coaching Program is designed for individuals who are ready for clarity, structure, and accountability. Over the course of eight weekly one-hour sessions, you will work directly with Tony and Kassie Thompson to create a personalized and results-driven Plan of Action and Milestones (POAM).
This program is ideal for anyone looking to:
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Break through confusion and build a strategic roadmap
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Upgrade their financial, investment, or real estate goals
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Achieve meaningful progress with experts guiding them
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Build systems that drive momentum and long-term success
Whether you’re refining an investment strategy, planning a major life milestone, launching a new venture, or leveling up your financial position, this program creates the structure and accountability necessary to ensure measurable results.
What You’ll Gain Over 8 Weeks
1. Personalized Strategy Development
We help you design a blueprint tailored specifically to your goals, time horizons, and financial position.
2. Weekly One-on-One Coaching Sessions
Eight focused Zoom calls—one per week—each building toward your completed POAM.
3. Customized Systems & Templates
Get access to workflows, planning tools, investment evaluation dashboards, and clarity frameworks used by top-performing agents and investors.
4. Ongoing Behind-the-Scenes Support
Between sessions, both Kassie and Anthony work on your strategy, refine your POAM, update tools, and prepare your next action steps.
5. A Completed POAM
By the end of the 8th week, you will have:
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A written strategy
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A step-by-step action plan
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Milestones with timelines
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Accountability structures
This becomes your roadmap for the next 12–24 months.
Who This Program Is For
This coaching program is designed for individuals who are serious about major forward movement in:
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Real estate investing
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Creating passive income
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Retirement strategy and planning
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Entrepreneurship or new business development
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Legacy and wealth-building planning
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Mindset, habits, and systems optimization
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Transitioning careers or restructuring goals
If you’re ready to stop guessing and start executing with clarity, this program is your next step.
What Makes Our Program Different
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You get two coaches, not one.
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We build your system, not a generic one.
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We provide behind-the-scenes research, not just advice.
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You leave with a finished product—your POAM—not just notes.
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You get guidance personalized to your real estate, investment, wealth, or legacy goals.
Our coaching model is designed for real progress—not just conversation.
Program Structure
Session Breakdown
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Week 1: Deep-Dive Discovery + Goal Alignment
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Week 2: Strategy Architecture + Vision Structuring
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Week 3: Investment & Financial Mapping
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Week 4: Systems, Tools, and Workflow Integration
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Week 5: Risk Mitigation + Growth Planning
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Week 6: Real Estate / Investment Evaluation Session
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Week 7: Building Milestones + Accountability Framework
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Week 8: Final Review + Delivery of Completed POAM
Frequently Asked Questions
How does the 8-week program work?
You’ll meet once a week via Zoom with both coaches. Between sessions, we refine your plan and tools.
Do I need experience in investing or real estate?
No—this program is tailored to your current level. Whether you’re a beginner or advanced, we build your POAM to match your goals.
What if I miss a session?
We allow one reschedule per client within the program window.
Is this program right for couples?
Absolutely. Many clients join as couples working toward shared investment or legacy goals.
What makes this worth the investment?
You walk away with a complete, customized plan—not just eight conversations.