TAG WEALTH PATH™

Ask yourself, how do I move from financial stress to financial freedom without guesswork, wasted time, or starting over every year?

The Answer is TAG Wealth Path™, a proven roadmap to move from Financial Stress to Financial Freedom.

Your wealth story doesn’t have to be complicated. Follow the path, build momentum, and create freedom that lasts.

Is This You? You’re not alone if you’ve ever struggled with...

  • Living paycheck to paycheck with no breathing room
  • Carrying debt that never seems to shrink
  • Credit that blocks you from opportunities
  • No system to protect, grow, or sustain wealth
  • Confusion around real estate, investing, or business growth
  • The fear of repeating the same money mistakes over and over

Imagine if instead…

  • You lived debt-free with margin in your monthly budget
  • Your credit was strong enough to open real opportunities
  • Your assets were legally protected and positioned for growth
  • You had investments working for you instead of draining you
  • You made financial decisions with confidence and clarity
  • You had a legacy plan in motion, knowing your wealth would outlive you
INTRODUCING

TAG Wealth Path™

The TAG Wealth Path™ is a structured, step-by-step system designed to guide you from where you are right now, frustrated, overwhelmed, or stuck to where you want to be, financially free, confident, and building a legacy.

It’s not about quick fixes. It’s about real transformation, built on clarity, structure, and action.


The TAG Wealth Path™ is a 100% self-led online program designed to fit your schedule and pace, with most participants completing it in 8 to 12 weeks. You’ll learn through on-demand video modules, downloadable tools, practical exercises, and clear action steps that guide you forward with confidence. The program is flexible, allowing you to begin with the Foundation or choose the Path that best matches your current stage. Throughout the journey, you will also have access to community insights and live Q&A touchpoints with That Advisor Guy for added support.

THE PROGRAM

Framework Paths

The Money Reset

Program focused on budgeting, debt elimination, and building a personal financial system that gives you control and clarity.

Master your money. Eliminate debt. Build confidence.

Protect & Prosper

A legal-structure focused program to help clients choose and implement the right business entity, trust, and asset protection strategy.

Protect what you’re building. Set wealth on solid ground.

From Hustle to Holdings

A strategic guide to converting earned income into assets, focusing on real estate, business acquisition, and long-term cash flow.

Turn income into assets. Create new income streams. Grow ownership.

Scale & Serve

A growth acceleration program focused on systems, team building, community investment strategies, and wealth multipliers.

Scale income. Expand impact. Build urban community wealth.

Freedom Lab

A reflective program guiding clients through designing their ideal future, legacy transfer, and making income optional.

Make work optional. Live from what you’ve built. Leave a legacy.

FAQs

Q: How much time will this take each week?

Most participants spend 2–3 hours a week on modules and exercises. The pace is flexible—you can speed up or slow down.


Q: Do I have to start with the Foundation path?

Foundation is highly recommended, because without it the other paths won’t stick. But if you’re already strong in that area, you can jump ahead.


Q: What if I fall behind?

You have lifetime access to the materials. The path is built to meet you where you are, not stress you out with deadlines.

When you put in the work, here’s where you’ll land...

  • Debt reduced or eliminated with a proven system to stay free
  • A budget and cash flow plan that feels empowering, not restrictive
  • Stronger credit and better financial positioning
  • Assets legally structured and protected
  • Confidence to step into real estate or business opportunities
  • A living legacy plan already taking shape
MEET THAT ADVISOR GUY

The Man Behind the Guidance

John Seard brings more than thirty years of experience in sales, marketing, real estate, financial management, and business development throughout the Washington, D.C. metropolitan area. With a proven track record of driving growth and profitability, John has built his career on helping individuals and organizations identify opportunities, create effective strategies, and achieve sustainable success.


As an entrepreneur and strategic planner, John is passionate about exposing, fueling, and liberating the entrepreneurial spirit. He has guided clients and teams through the disciplines of financial management, organizational planning, business development, and sales systems — always with a focus on turning vision into execution.

Today, as the founder of That Advisor Guy (TAG), John leverages his expertise to help clients discover the challenges holding them back, design personalized strategies to achieve their goals, and deploy plans with confidence. TAG’s mission under his leadership is to empower individuals and entrepreneurs to build wealth, protect assets, and create lasting legacies.


John also serves as the founder of PeakPath Ventures and PeakPath Foundation, an initiative dedicated to supporting athletic departments at HBCUs and underserved school districts.

NEXT STEPS

Ready To Get Started?

The path to freedom and growth starts with action. Whether you’re looking to eliminate debt, protect your wealth, or create a legacy, TAG helps you uncover opportunities, design a clear strategy, and deploy the steps that lead to lasting results.