Next Phase Capital | Financial Skill Development Coaching

STUCK

The Cost of No System

Stress. Overdrafts. Overworking. Always behind.

You're not bad with money.

The paycheck comes. The paycheck disappears. Saving happens some months and not others. There's a vague plan to figure it out someday. Someday never comes.

You're not lazy, and you're not bad with money. You're running your life without a system underneath it, and that feels like constantly being behind.

You can't fix what you won't face. Awareness is the first act of discipline.

The Philosophy

We don't build wealth first. We build people who build wealth, repeatedly.

Next Phase Capital exists to develop people, not just portfolios. We teach financial skills the way great coaches teach sports: repetition, accountability, honest feedback, real-world practice.

We don't teach you what to think about money. We teach you how to think about money.

You are a company. Act like it.

Think like a CEO. Behave like someone protecting a company. Put systems in place. Follow the systems. Shift your mind. Shift your behavior.

Straight From Levi

Why I built this.

I built Next Phase because I realized most people don't have a money problem. They have a systems problem. No one teaches financial discipline the way great coaches teach sports. I wanted to build a place where people could develop the habits, structure, and confidence to create wealth for the rest of their lives.

Book Intro Call Watch the Docu-Series →

PHASES

The Curriculum

The Five Phases

Most people jump straight to systems: budgets, spreadsheets, tips. They skip the awareness and discipline underneath, which is why those systems never stick. We build it in order.

Person reading by lamplight next to an open laptop, representing the Awareness phase

01 · Awareness

Person stretching outdoors before a run, representing the Discipline phase

02 · Discipline

Person working at a laptop at a clean desk, representing the Systems phase

03 · Systems

Craftsman working wood in a workshop, representing the Ownership phase

04 · Ownership

Two men in conversation on a city street, representing the Legacy phase

05 · Legacy

01

Awareness

Know before you act. Look directly at the numbers, the habits, the leaks. Nothing changes without awareness, in any area of life.

→

02

Discipline

Structure over impulse. Discipline is not punishment. It's protection, the wall that keeps wealth in and chaos out.

→

03

Systems

Build what lasts. Repeatable, dependable, predictable. Accounts with a purpose, money with direction, decisions made once.

→

04

Ownership

Move from labor-only thinking into ownership thinking. Ownership creates leverage. Ownership buys back freedom.

→

05

Legacy

Wealth that outlives the paycheck. A future where your time belongs to you again and what you built carries the people after you.

→

How It Runs

Weekly sessions.
Real accountability
in between.

Every tier starts with the Ecosystem Guide, the operating manual for the mindset, the structure, and the daily practice everything else is built on.

What's inside stays inside. Members get the full breakdown once they apply.

Next Phase Capital LLC

Vol. I

NP

Financial Skill Development System

The Next Phase
Ecosystem

Awareness before wealth.

Awareness · Discipline · Systems

Client Words

Proof over promises.

"When I began the program I had $5,200 in credit card debt and a $2,900 student loan. Levi taught me how to allocate my money in a way that brings less stress and let a savings plan actually start. I always said I'd do it later, but later never came. Thanks to NPC, in 3 months, with no increase in income, I'm down to $1,000 in credit card debt, my student loan is completely paid off, and I have a clear path for where my money goes every paycheck."

NPC Member · 3 Months In

"I've been saving better, staying out the way, and now I'm adding a whole new sector to my business. Life's different."

NPC Member

TIERS

Membership

What each tier includes.

Every membership starts with the Ecosystem Guide and a real human being holding you accountable. Enrollment happens after you apply.

Starter Pack

$99

one-time entry

The NPC Ecosystem Guide (Vol. 1)
1 Zoom session / month
Curriculum cheat sheets
Weekly homework review (submitted Sundays)

Apply for Starter

August Pricing

Growth Membership

$159

$179

per month

Everything in Starter
2 Zoom sessions / month
Stepped-up accountability
Momentum without the full weekly cadence

Apply for Growth

Full Accountability

Elite Membership

$60/wk

or $240 billed monthly

Weekly Zoom session
Full accountability, everything, every week
Complete curriculum + all worksheets
Cancel anytime. A subscription, not a contract

Apply for Elite

Not sure where you fit? Apply and we'll sort it out on your intro call, or book a call first if you'd rather talk it through.

ASK

Questions

Asked & answered.

How do I get started?

+

Apply through the intake form. Every application gets reviewed personally, and intro calls get scheduled with the people who are a good fit. No instant checkout, no pressure, no pitch.

What's the difference between the tiers?

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Starter Pack ($99) gets you the Ecosystem Guide, one Zoom session a month, curriculum cheat sheets, and weekly homework review. Growth ($179/month) steps up accountability with two Zoom sessions a month. Elite is full accountability: weekly Zoom sessions, complete curriculum, and worksheets, billed either $60/week or $240/month, your choice.

What if this doesn't end up being for me?

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The weekly Elite option exists for exactly this reason. It's a standing subscription, not a locked contract. If it's not working for you, you cancel and the charges stop. No hoops.

How is this different from an app or a course?

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Apps and courses give you information. This gives you a coach, a structure, and accountability: the actual reasons information alone doesn't change behavior.

NP

Begin your next phase.

No instant checkout, no pressure, no pitch. Just an honest look at where you are and whether this is the right fit.

Book Intro Call Apply Now

Operate with intention.