Self-paced · Eight modules · Built for high-income earners
The Exodus Method is a financial decision-making system for high-income earners and business owners. It teaches you how to evaluate a tax or investment strategy before you act on it.
You will not leave with a list of things to do. You will leave with a system for deciding what is worth doing, and the documentation to defend every choice you make.
What this is
High earners get sold tax and investment strategies constantly. Some are legitimate. Some are legal but wrong for the person buying them. Some do not survive scrutiny at all. The difference is rarely obvious from the pitch, and the cost of getting it wrong lands years later.
The Exodus Method is a set of filters every decision runs through before money moves. Each module teaches one filter, gives you the exercise that applies it to your own numbers, and produces a written record of the reasoning behind the decision.
It is delivered as self-paced video modules with worksheets and calculators. You work through it on your own schedule. Nothing is scheduled for you and nothing is required of you beyond the modules themselves. The weekly Coffee Break call is open to you and is entirely optional.
This is educational material, not advice. It does not tell you what to buy. It teaches you how to assess what you are being offered, and how to document that assessment so it holds up.
The curriculum
Each module is a filter. They are sequential, because each one depends on the output of the one before it.
What your options actually are before you narrow them. Establishes the baseline every later decision is measured against.
Your real number. What you earn, what you keep, and the size of the gap between them, calculated rather than estimated.
What the tax code will not let you do. Ruling out the impossible before spending time on it.
Scoring a strategy on its merits: who it fits, what it costs, what it actually returns after everything.
Sequencing. Which moves compound, which are one-time, and the order that matters.
The documentation standard. Building the file before anyone asks for it, not after.
Where capital goes once the decision is made, and the risk that lives inside every asset class.
Making it survive change. Reviewing the system annually as law, income, and circumstances move.
Pricing
Each tier contains the one before it. What separates them is how far you get on your own, and how much of it you do beside Sam.
All prices are in US dollars (USD) and are one-time payments unless stated otherwise. There is no subscription and no recurring charge on the self-paced products.
What you receive. The complete program is delivered to you in full at purchase. Nothing is staged or drip fed, and nothing is held back. Revisions and rebuilt modules reach you as they release, at no additional cost, on top of what you already have. Access arrives by email, usually within one business day of payment and no later than two.
You finish with the number you actually need and the date it becomes possible, in writing, instead of a vague figure and a vaguer year.
The $297 comes off the Complete Course if you move up later.
Secure checkout by Stripe. Access is emailed, usually within one business day and no later than two.
You can take any tax or investment strategy put in front of you and tell, before you act, whether it is right for you, and show the reasoning behind that decision afterward.
Everything in Optionality, plus
Already bought Optionality? The $297 comes off this price.
Secure checkout by Stripe. Access is emailed, usually within one business day and no later than two.
The decisions get made rather than studied. Sam works through your own numbers with you for four months, so you leave having acted, not having learned how to.
Everything in the Complete Course, plus
The $7,998 course credits in full.
Inquire about a placeNot sold openly. Places are offered by invitation only.
Support and policies
We answer email within one business day, Monday to Friday.
All self-paced products (Optionality and The Exodus Method course) are non-refundable once your access has been delivered, because the complete material is available to you in full from that moment. You may cancel for a full refund any time before access is delivered. Please review what is included before you purchase. Private coaching terms, including cancellation, are set out in the coaching agreement.
The self-paced products are one-time purchases with no subscription, so there is nothing to cancel. Where a three-payment plan is chosen, the remaining installments are part of the purchase price and remain due. Private coaching cancellation is governed by the coaching agreement.
All products are digital. Access is created by hand and emailed to the address given at checkout, usually within one business day and no later than two. Nothing is shipped. If it has not arrived by then, email support and we will send it.
Card charges from us appear as EXODUS METHOD on your statement. If you see a charge you do not recognize, contact us before disputing it and we will resolve it.
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