Portfolio Career
Replace Employment With Multiple ClientsA sustainable income alternative for professionals who want control, flexibility, and diversified revenue—without building a traditional business or returning to the 9-5.
BUILD YOUR PERMANENT ALTERNATIVE
Control Without Complexity
You’re done with traditional employment but don’t want the overhead of entrepreneurship. The Portfolio Career path shows you how to build sustainable $5K-$10K monthly income from 5-8 recurring clients—with boundaries that protect your time, flexibility that fits your life, and diversification that eliminates single-employer risk.
What’s Included
- Portfolio structure framework (optimal client mix and service offerings)
- Recurring revenue model (retainers and packages, not project churn)
- Sustainable workload planning (30-40 hour weeks, not burnout)
- Client diversification strategy (spread risk across industries/services)
- Boundary-setting templates (protect time and relationships)
- Lifestyle optimization guide (design work around life, not vice versa)
- Pricing for sustainability (not just survival or growth)
- 30-day email support
What I Can Help You With
Portfolio Design
Service Packaging
Recurring Revenue
Lifestyle Integration
Workload Balance
Boundary Systems
Client Diversification
Income Stability
YOUR PATH TO PERMANENT INDEPENDENCE
The Portfolio Career isn’t a stepping stone—it’s the destination. This proven framework has helped professionals build sustainable, diversified income that gives them control over their time, flexibility in their schedule, and security that doesn’t depend on a single employer’s decision.
Sustainable Client Structure
Get a complete assessment of your ideal portfolio structure based on your expertise, lifestyle goals, and income needs. We help you identify the optimal mix of 5-8 clients, the right service offerings for recurring revenue, and how to position yourself in the market. You’ll know exactly what portfolio model fits your situation—not someone else’s template.
Recurring Revenue Roadmap
Turn one-off projects into predictable monthly income with a prioritized implementation plan. Your roadmap includes specific steps for transitioning to retainers, building packages that clients renew, and creating revenue stability. Each recommendation focuses on sustainability and boundaries—not just maximizing income at the expense of your life.
Boundary & Balance Strategy
Access our complete collection of templates and guides for protecting your time and relationships. We provide tools that help you set client boundaries, manage workload sustainably, and prevent the trap of trading all your hours for money. This is about building a career that supports your life—not consuming it.
Choose Your Implementation Path
Start with the blueprint, add guided launch support, or commit to the full 12-week intensive with ongoing coaching.
Portfolio Career Blueprint
DIY Foundation- Custom Portfolio Career Blueprint
- Portfolio structure design (optimal 5-8 client mix)
- AI Prompt Library (15+ customized prompts)
- Service packaging framework
- Recurring revenue model (retainers & packages)
- Sustainable workload planning
- Client diversification strategy
- Boundary-setting templates
- Template library (retainer agreements, packages, onboarding)
- Perfect for:Self-implementers who want the complete framework and will build their portfolio independently
Portfolio Launch Package
Done-With-You Launch- Everything in Tier 1 PLUS:
- Live AI Agent Build Session (60-90 min, 1:1)
- AI configured for portfolio management
- Email Support (30 days)
- Recorded sessions for reference
- Target Outcome: 3-4 retainer clients, $3K-$6K/month recurring within 90 days
- Perfect for: Professionals ready to launch their portfolio career with expert guidance
Portfolio Career Intensive
Complete 12-Week Program- Everything in Tier 2 PLUS:
- Private community access
- Template library (20+ templates)
- Recorded sessions
- Email support throughout
- Target Outcome: 5-8 retainer clients, $5K-$10K/month sustainable, formalized portfolio career
- Perfect for: Professionals committed to building portfolio career as permanent employment alternative
ADD STRATEGIC COACHING ANYTIME
Already completed Tier 1, 2, or 3 and want ongoing support?
Strategic Coaching: $1,500/quarter (6 bi-weekly sessions)
- Ongoing accountability and guidance
- Support through job search and consulting balance
- Interview prep and negotiation coaching
- Strategic decision-making as opportunities arise
Portfolio Launch Workshops
Build your portfolio career with hands-on implementation workshops. Join small group sessions focused on client acquisition, recurring revenue, and sustainable systems. Limited to 5 participants to ensure personalized attention. Perfect for professionals ready to replace employment permanently without building a traditional business.
Frequently Asked Questions
How long does it take to build a sustainable portfolio?
Most people reach portfolio sustainability (5-8 clients, $5K-$10K/month) within 6-12 months. Some achieve it faster, others take longer depending on their starting point and available time.
How is this different from freelancing?
Freelancing is often project-based and inconsistent. Portfolio careers focus on recurring revenue, boundaries, and sustainability—it’s a permanent career model, not gig work.
What if I can't find enough clients?
The blueprint shows you how to position yourself for recurring work and where to find clients who need ongoing support—not just one-off projects.
How many hours per week will I work?
The goal is 30-40 hours per week with clear boundaries. This isn’t about working 60+ hours—it’s about sustainable income and lifestyle control.
Can I really replace my salary?
Yes. Many portfolio professionals match or exceed their former salary with 5-8 well-chosen clients. The key is recurring revenue and proper pricing.
What if a client leaves?
That’s why diversification matters. With 5-8 clients, losing one creates a dip—not a crisis. The blueprint shows you how to replace clients systematically.
Do I need a business structure or LLC?
Not necessarily. Many portfolio professionals operate as sole proprietors. We cover basic business structure considerations in the blueprint.
“I was making $95K in corporate and working 55+ hours a week. Now I have six retainer clients, make $110K, work 35 hours, and actually see my kids. The portfolio career framework showed me it was possible—and exactly how to build it.”
“I thought I’d have to choose between stability and freedom. Turns out you can have both if you structure it right. Seven clients, all on monthly retainers, and I haven’t applied for a job in three years. Best career decision I ever made.”
“The recurring revenue model changed everything. I went from chasing projects every month to having predictable $8K income from five clients. I have boundaries now. Weekends are actually weekends. And I never worry about one employer controlling my livelihood again.”


