A four-month private-market positioning + portfolio installation for teachers building a small, premium portfolio of HNW/UHNW private clients in New York City.

If you’re ready to move beyond “sessions” and install a private client portfolio (retainers, standards, renewals, boundaries), this is the build.

This is not “get more clients” nor is it “social media marketing”.
This is private-market positioning + portfolio structure.

The market reality (and why this is math)

There are ~21,380 ultra-wealthy residents in New York (defined as $30M+ net worth), one of the densest ultra-wealth markets in the world.

Only a small number of teachers will reliably enter that market. This is not because they’re the “best teacher”, but because they have:

a portfolio model (capacity × retainer × retention)
standards and boundaries that signal quality
language that reads as peer-level, not service-provider
a discreet pipeline that fits how wealth actually buys

The missing piece most teachers don’t have: intelligence

There are wealth-intelligence systems used by private banks, philanthropy teams, and dealmakers that maintain millions of profiles on wealthy individuals, including background, affiliations, known associates, and often interests, passions, and hobbies.

We use market intelligence systems to understand where alignment already exists and how this market moves so your positioning and portfolio structure are designed for reality, not guesswork.

That means the market is not “invisible”.

With the right strategy, the right pockets become obvious, including individuals already aligned with yoga, meditation, breathwork, and highly conscious work (through interests/affiliations signals).

You’ll be thinking and positioning for that reality, with precision, without needing to be famous, without doing volume content, and without building an audience.

This is installation, in sequence:

Month 1 | Portfolio Blueprint (your math + standards)

your true capacity (what you can hold without dilution)
your target portfolio structure (and what it requires to hold it)
your minimum standards: calendar rules, access rules, floors

Deliverable: Portfolio Blueprint (numbers + boundaries + structure)

Month 2 | Retainers (what you sell + how it renews)

retainer architecture (not “sessions”)
what’s included / excluded
renewal + raise logic

Deliverable: Retainer Menu (1–2 premium options)

Month 3 | Positioning + Language (peer-level, legible to wealth)

your private positioning statement (simple, powerful)
scripts for intros, referral conversations, and decision moments
removing “yoga community language” that repels this market

Deliverable: Positioning + Scripts pack

Month 4 | Pipeline (discreet, high-conversion)

the few channels that actually work in this market
how to activate introductions without begging
your private-market weekly moves (simple, repeatable)

Deliverable: Portfolio Pipeline Plan

Partnership layer (optional, built in if relevant)

If you’re building your portfolio not only for income, but for aligned partnerships (retreats, hospitality, longevity, founder ecosystems, brand collaborations, philanthropic projects), we will take this into account and design for it.

This includes defining your partnership thesis, the types of partnerships you’re a match for, and how to approach opportunities from a position of clear standards without diluting your work.

12-Month Stewardship: Monthly Calibration

After the 4-month installation, you move into 12 months of continued stewardship so your portfolio stabilises and upgrades over time (raises, renewals, boundary tightening, better clients).

This stewardship is designed to keep you in standards as your reality changes because the biggest threat isn’t “lack of clients,” it’s leaking power once you get them.

After the 4-month installation, you move into 12 months of continued stewardship designed to keep your portfolio current, and upgrading as your standards rise and the market shifts.

Each month we hold a live Monthly Calibration on Zoom (recorded, with replays in Kajabi). This is where we steward the asset: renewals, raises, boundary tightening, pipeline recalibration, and partnership governance where relevant.

To keep the container high-leverage, all questions are handled via a submission process. You submit a short Portfolio Update in advance, and everything is answered during the monthly calibration so you stay in operator mode (not passive consumption), and the learnings compound inside Kajabi over time.

Your Portfolio Blueprint (exact numbers, capacity, standards, boundaries)
Your Retainer Menu (1–2 premium offers)
Positioning + Scripts Pack (intros, referrals, decision moments)
Private-Market Pipeline Plan (weekly moves to activate introductions)
UHNWI Market Intelligence Layer (market intelligence signals and segmentation used by private banks and dealmakers to understand where alignment already exists, including pockets aligned with yoga, meditation, breathwork, and highly conscious work)
Partnership Layer Map (if relevant: thesis + categories + approach)
12 months of continued stewardship (renewals, raises, boundary tightening, better clients)

This is for you if:

you want a small portfolio of premium private clients (not volume)
you can implement within 21 days of starting
you’re willing to hold boundaries and premium standards
you want wealth-level clients without becoming a public “brand”

This is not for you if:

you want basic marketing tactics or “more followers” strategy
you don’t want to change your calendar rules
you want community/belonging as the value proposition

This is an installation container with a bespoke-first approach.

Delivery (4-month installation)

Each month includes:

1 private 1:1 Call (20 minutes)
Portfolio decisions: retainers, boundaries, next moves.
2 live group implementation sessions on Zoom
Positioning, pipeline, language, and live calibration.
Kajabi content + templates released in sequence
So you implement as you go and not consume and stall.
Replays available via Kajabi

12-Month Stewardship: Monthly Calibration

After the 4-month installation, you move into 12 months of continued stewardship to stabilise and upgrade your portfolio over time (raises, renewals, boundary tightening, better clients).

Delivery continues via:

monthly live calibration on Zoom (with replays in Kajabi)
ongoing Kajabi resources as your portfolio evolves
submission-based Q&A (questions submitted in advance and answered during the monthly calibration)

By purchasing, you confirm:

☐ I am ready to implement now (within 21 days)
☐ I will hold premium standards (pricing, boundaries, calendar rules)
☐ I’m building a portfolio not selling random sessions
☐ I understand I am taking the execution risk and results depend on implementation

Investment: $22k (pay in full)
Start: rolling, limited capacity

→ Claim Your Seat: PURCHASE HERE

You’ll receive your Kajabi access email from Jess Fenton within 24 hours (setup + your first release).
You’ll receive the Zoom schedule for the next two live implementation sessions.
You’ll complete a short Portfolio Intake so your first month is precise.
We schedule your first 20-minute 1:1 Call and begin the Month 1 installation.

Simple and designed to move quickly.

All communication goes through Jess Fenton, founder of FlowWealth.

If you need clarification before purchasing, email: jess@goinward.co.uk

For logistics and access queries (Kajabi login, Zoom links, payment receipt), email jess@goinward.co.uk (response within 24 hours).

For programme implementation questions, bring them to your:

1:1 Call (20 minutes), or
live Zoom implementation sessions (with replays in Kajabi)

Timezone: All live sessions are scheduled in ET.
Access: Kajabi access details are sent after purchase.

How much time will this take?
The building of your portfolio is designed to be high-leverage, not time-heavy. Expect focused implementation time in Month 1, then a lighter rhythm as your portfolio stabilises. If you can’t protect time to implement within the first 21 days, you are advised not to enrol.

Is this “done-for-you” client acquisition?
No. This is positioning + portfolio creation. You will not receive a list of personal contacts or “leads.” We build the structure, language, standards, and pipeline that makes premium private clients possible. Outcomes depend on execution.

What does 12 months of stewardship actually mean?
It’s ongoing portfolio governance: renewals, raises, boundaries, pipeline calibration, and partnership guidance where relevant. Delivery is via monthly live calibration (with replays in Kajabi) and evolving resources as the system is formalised.

How does Q&A work in stewardship?
All questions are submitted in advance via a short Portfolio Update form. Submissions are answered during the monthly calibration call and archived in Kajabi, so the learning compounds and the container stays high-leverage.

Are sessions recorded?
Yes. Live Zoom sessions may be recorded and made available via Kajabi and won’t be public in any way.

What if my card is declined at checkout?
High-value payments sometimes trigger bank security checks. If your card is declined, contact your bank to approve the one-time charge to JESS FENTON (processed via Stripe). Prefer to pay by wire? Email jess@goinward.co.uk.

Refunds?
No. All sales are final. Please read the Terms before purchasing.

I have a question before purchasing, where do I ask?
Email jess@goinward.co.uk.

The Yoga Private Client Portfolio

4-month portfolio installation + 12-month continued stewardship

FlowWealth™