By invitation only · Limited seats per cohort
Legacy Architects The $100K Solo Mastermind Apply Now
Private · Invitation-Only Mastermind

The $100K Solo

Consistent six-figure months — solo

An elite group of estate planning attorneys building firms that smoothly support consistent $100K months — without longer hours, strained cash flow, or hiring too early.

12-week program Five pillars, one at a time 20 right-fit clients a month

At $50K months, “good enough” works. But to get to $100K months, guesswork gets expensive. This program is where you build a firm that produces six-figure months predictably — not by accident.

What we build together

Five pillars that turn $100K months into a system

We work one pillar at a time so every change is deliberate, measurable, and built to last.

01

Marketing

Module begins Aug 17, 2026 · Weeks 1–2
Dialing in your marketing for maximum results

We make sure you’re tracking the metrics that actually predict revenue, changing one thing at a time to measure its real effect, and cutting the fluff that fills your calendar with the wrong clients. The goal isn’t more leads — it’s a reliable engine that brings you the right 20 clients a month.

02

Plan Development

Module begins Aug 31, 2026 · Weeks 3–4
Making your plan development airtight

A $100K month can’t survive a stalled intake or a discounted fee. We set clear intake expectations from the first touch, get every client committed to a premium fee before deep work begins, and use a true review–edit–approve process so plans move forward without surprises. When development is airtight, the rest of the firm stops absorbing the chaos.

03

Plan Delivery

Module begins Sep 14, 2026 · Weeks 5–6
Honing delivery for hyper-efficiency

This is where time leaks turn into lost profit. We get drafting delegated against clear checklists and timelines, run signing meetings that never require reprinting a document on the fly, and make sure every client’s assets are fully funded and tracked. Delivery should feel calm and identical every time — that’s what makes 20 clients a month sustainable.

04

Team

Module begins Sep 28, 2026 · Weeks 7–8
Hiring when you’re ready, not because you’re buried

The most expensive mistake at this stage is scaling the chaos instead of the system. We pinpoint the exact moment a hire creates leverage rather than payroll pressure, and make sure every role plugs into systems that already run without you. You finally stop trading your time for money — and gain lasting profit and peace of mind in its place.

05

Financial Metrics

Module begins Oct 12, 2026 · Weeks 9–10
The numbers that actually drive your firm

Most attorneys fly blind. We identify the only two metrics that matter more than all the others, map exactly which decisions move them, and teach you to read your own data so every choice — pricing, hiring, marketing spend — is made with clarity instead of hope. This is the pillar that ties the other four together.

Bonus

Recap & Recalibration

Begins Oct 26, 2026 · Weeks 11–12
Locking in the system you built

The final two weeks aren’t a wind-down — they’re where the work becomes permanent. We step back across all five pillars, measure what actually moved your numbers, and lock in the changes that are working. Then we recalibrate the few that need it. You leave with a firm that runs on a proven system — not momentum that fades when the program ends.

How you’ll get there

A focused 12-week sprint

Two weeks per pillar, worked one at a time — never a scramble of everything at once.

10
Weeks

Five pillars, two weeks each. Deliberate, measurable changes — one focus at a time.

2
Weeks

Recap and recalibration. Lock in what’s working and adjust what isn’t.

20
Clients / mo

The capacity you build — served consistently, without nights or weekends.

By the end, you’ll have a firm that doesn’t just produce $100K months. It produces them predictably.

First cohort schedule Cohort starts Monday, August 17, 2026
Weeks 1–2 Marketing Aug 17, 2026
Weeks 3–4 Plan Development Aug 31, 2026
Weeks 5–6 Plan Delivery Sep 14, 2026
Weeks 7–8 Team Sep 28, 2026
Weeks 9–10 Financial Metrics Oct 12, 2026
Weeks 11–12 Recap & Recalibration Oct 26, 2026
What you receive

Everything inside the mastermind

Unlimited access to Bonnie

Tell me what you need, any time — Slack, Zoom, or phone.

Private group Slack channel

Exclusively for the $100K Solo group — post wins, get unstuck, stay present between calls.

Two-week sprint workbooks

Specific actions and checkpoints that turn each module into a concrete to-do list, not a concept.

Bi-weekly surveys

So modules are tailored to our small group’s actual present challenges and problems.

Tailored SOPs & KPIs

For each team member’s position — so you know exactly who to hire and when.

Guest expertise sessions

Deeper dives into related topics with specialists, brought in when the group needs them.

Questions

What attorneys ask before they apply

Fit & eligibility
Who is this for?
Solo and small estate planning firms already doing around $50K months who want to reach consistent $100K months — without working longer hours, straining cash flow, or hiring too early.
Who is this not for?
Attorneys still trying to land their first clients, create consistent revenue under the $50K mark, or anyone looking for a “more leads” quick fix. The $100K Solo is about building a system, not chasing volume.
Why is it invitation-only?
Seats are limited per cohort so every member gets real, direct access to Bonnie. Applications are reviewed personally to make sure the group stays small and the fit is right.
Do I need to be at exactly $50K months to join?
No — but you should have a working firm with steady clients. This is built to take an established practice to the next level, not to start one from zero.
Format & time
How long is the program?
Twelve weeks: two weeks on each of the five pillars, then a final two weeks for recap and recalibration.
How much time will it take each week?
Plan for 3–4 hours a week between calls and implementation.
What does a typical two-week module look like?
You focus on one pillar at a time using a sprint workbook of specific actions and checkpoints, with calls and unlimited access to Bonnie for support as you implement.
What if I fall behind or miss a call?
Every call is recorded. Plan to watch the recording before the next live call. If you need catch-up support, reach out to Bonnie directly.
Access & deliverables
How much access to Bonnie do I actually get?
Unlimited — Slack, Zoom, or phone — so you can get unstuck the moment you need to, not just on call days.
What’s included?
Unlimited access to Bonnie, a private group Slack channel, two-week sprint workbooks for every module, bi-weekly surveys that tailor the modules to the group, tailored SOPs and KPIs for each team role, and guest expertise sessions.
Is this 1-on-1 or group?
It’s a small group mastermind — you get the group’s collective momentum plus direct access to Bonnie, with bi-weekly surveys keeping modules tuned to your actual challenges.
Investment & logistics
What’s the investment?
Get on a call with Bonnie to discuss the investment, and she’ll personally design a payment plan for your circumstances.
When does the first cohort start?
Monday, August 17, 2026.
How do I apply?
Request an invitation through the application link. Bonnie reviews each one personally and follows up about fit and next steps.
Is there a guarantee?
Yes — and it’s the strongest kind. The program runs for 12 weeks, but the real finish line is your result: if you haven’t hit a $100K month by the end of the 12 weeks, Bonnie keeps working with you at no additional cost until you do. The only condition is that you stay in good standing by holding up your side of a two-way engagement: attend the group calls (and watch recordings promptly if you miss one), complete your onboarding form and data points within the first 7 days, implement the deliverables and agreed action items, and give advance notice if a scheduling conflict comes up (travel exceptions are fine with notice). In short — show up and do the work, and Bonnie guarantees she’ll see you all the way to $100K months.
For the few who are ready

Request your invitation

The $100K Solo is invitation-only, with a limited number of seats per cohort so every member gets real access. If you’re running a $50K firm and ready for what’s next, start here.

Apply Now
Seats are limited · Applications reviewed personally by Bonnie