THE BEACHFRONT BREAKTHROUGH YOU'VE BEEN WAITING FOR WOMEN VISIONARIES

Ready to Reconnect with your purpose without sacrificing your prosperity

Join me for a luxurious, dream-like beach retreat that will transform your mindset and finances to take your life to the next level!

This 3-day mastermind retreat is designed for purpose-driven, heart-centered women ready to elevate their lives and finances. Empower yourself to embrace your truest desires and create an actionable plan to make it a reality.

It's time to rest, reevaluate your vision, and create a solid plan to make your desires a reality!

Who is this retreat for...

Women leaders, entrepreneurs, career women, visionaries ready to take their life to the next level and…

  • You are ready for a powerful year-end reset to recharge because you have been going and going and feel like you’re on the verge of another burnout.

  • You desire a true freedom lifestyle filled with peace and abundance but know you haven’t been looking at your money feel like things need better control to feel more at peace.

  • You're tired of figuring everything out on your own. You’re ready to be supported just as much as you support others, especially with your finances!

  • You feel drawn to embark on a deeper journey to accelerate AND sustain your success because right now it feels like one step forward and two steps back.

  • You are ready to be fully supported as you create a financial plan to make your goals a reality because you know your next level requires a higher level of financial support.

  • You crave meaningful connections with like-minded women because this entrepreneurial journey has felt lonely, isolating, or confusing.

Here, amidst breathtaking beauty, you'll embark on a transformative journey to:

  • Break Free from Financial Burdens: Leave behind the anxiety and stress of money management. We'll equip you with powerful tools and strategies to achieve financial confidence and peace of mind.

  • Reclaim Your Power: This journey transcends numbers. It's about taking control, living with purpose, and aligning your wealth with your deepest desires. Learn to make empowered financial decisions that fuel your dreams.

  • Craft Your Personalized Roadmap: Work alongside a Certified Financial Planner to create a customized strategy for achieving your financial vision. This isn't about generic advice; it's about crafting a plan unique to you and your goals.

  • Embrace a Supportive Sisterhood: End the solopreneur struggle. Connect with like-minded women who will celebrate your wins, hold you accountable, and offer invaluable support on your journey. No more isolation on this journey called entrepreneurship!

  • Nurture Your Soul and Refuel Your Spirit: Immerse yourself in the tranquility of Tulum. This retreat allows you to recharge and rejuvenate, returning to the world with renewed energy and a clear vision for your future.

  • Accelerate your wealth build journey: Uncover strategies to scale your business and keep more of your money from a certified tax strategist and financial planner. My clients have saved more than $18,000 after 5 minutes with me! Imagine the transformation after an entire weekend!!!

Do you wear the "strong woman" badge with honor?

You're the rock, the problem-solver, the one everyone relies on. Are you the one everyone turns to? The fixer, the problem-solver, the friend with all the answers? Yet, when was the last time you had someone to hold your hand, to nurture your spirit? Or the last time you truly allowed yourself to unwind and recharge?

Imagine having the space and time to only focus on you and your goals to get you to your next level with the support of a certified financial professional to look at your finances to expedite achieving your true desires.

This is your haven.

The Liberated Wealth Experience offers a transformative escape at a stunning beachfront mansion in Tulum, designed exclusively for powerhouse women like you. It's an invitation to shed the weight, embrace luxury, and rise stronger than ever. Leave the weekend with a clear vision of your next level, a game plan to uncover what’s holding you back, and a clear action plan with your finances to make your next level a reality.

If this resonated with you, then this is your calling. It's an invitation to transform your life, build your wealth, and create a future fueled by passion and purpose – all within the breathtaking beauty of Tulum.

Are You Ready?!

Package Rates:

Starting at $2,500

Dates:

November 7 - 10, 2024

3 Days, 2 Nights

The Experience

ALL-INCLUSIVE

  • Welcome to Tulum Reception + Dinner

  • DAILY Breathwork sessions- Dynamic active mediation 

  • Private chef with 3 meals daily plus snacks

  • Year End Visioning Sessions

  • Wealth Creation Workshop Sessions

  • Q&A Sessions with Certified Financial Planner and Tax Strategist

  • 1 45-minute private session with Alex to map out personalized 2025 Business or Financial Strategy

  • 1 post retreat community support session

  • ***UPGRADE TO POST RETREAT SUPPORT*** 6 SESSIONS of post-retreat integration support, a community for accountability, implementation support, and financial coaching.

Experiences subject to change

**Airfare is not included

***SPACE IS LIMITED**

Accomodations:

Immerse yourself in luxury at our exclusive 18,000 square foot beachfront villa, nestled on the white sands of Soliman Bay in Riviera Maya. This secluded paradise offers the perfect blend of tranquility and breathtaking beauty.  Your haven boasts high-ceilinged rooms bathed in natural light, creating a sense of spacious comfort where you can unwind and recharge.  After a transformative workshop, cool off in your private pool, surrounded by lush greenery and the soothing sounds of the gentle sea. Ascend to the rooftop terrace and soak in the panoramic, 360-degree views of the bay – the perfect spot for sunrise meditation or stargazing evenings.  Step outside your door and feel the soft sand between your toes as you take a stroll on the private beach.  The villa comes fully equipped for water adventures, with kayaks, paddleboards, and snorkel gear at your disposal.  

To complete this luxurious experience, the property boasts its own award-winning private chef who will tantalize your taste buds with daily culinary creations, while daily housekeeping ensures your utmost comfort throughout your stay.  This is more than just a retreat; it's a luxurious escape designed to inspire your transformation and empower you to build a life of abundance.

Packages

Starting at $2,500

Retreat Packages:

DOUBLE QUEEN SUITE

This spacious room features a balcony or terrace and includes a private bathroom with a shower.

Package Rates:

Double- (per person) - $2,500

POST RETREAT SUPPORT- Double- (per person) - $4,200

KING SUITE

This spacious room features a balcony or terrace and includes a private bathroom with a shower.

Package Rates:

King (per person) - $3,300

POST RETREAT SUPPORT- King- (per person) - $5,000

NOTE: We are happy to pair you with a suitemate upon request which you can indicate on the booking form once provided. Package rates are inclusive of accommodations, meals during retreat programming, gift bags, airport and ground transportation. Airfare is not included.

PAYMENT PLAN: $1,000 nonrefundable deposit. Remaining payments due by October 15, 2024. Extended payment plans available via Klarna and Affirm. Message Alex at support@agataxservices.com for questions.

PAY IN FULL: Includes 10% discount

Alex Davis

CPA, CFP®

Message from the Host:

Hi there,

I'm Alex Davis, a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ Professional, Licensed Life, Health, & Annuity Agent, and Amazon Best Selling author.  But most importantly, I see myself as a legacy builder.

For a decade, I poured my heart into public accounting, serving high-net-worth individuals and small business owners. But somewhere along the way, I hit a wall. Burnout became my unwelcome companion. I missed quality time with my family, and a nagging sense of emptiness grew within me.

It was time for a change. So, I made the bold decision to leave the security of my six-figure career, a choice that felt monumental at the time. The problem was that I bought the same strategies into my business and in October 

That retreat opened my eyes to the power of community and self-care. I discovered the importance of prioritizing mental health, embracing breathwork to ground myself, and doing the inner work to overcome limiting beliefs.  Most importantly, I forged incredible bonds with like-minded women who became my biggest cheerleaders. My relationship with one woman at the retreat led to me becoming a published author!

Since that transformative experience, my life has blossomed. My relationship with my children has thrived, anxiety has faded, and I'm now sharing my financial expertise to help countless women achieve their goals. I'm a bestselling author of "Awareness Put Me On," a finalist for Minority Business of the Year with the Sarasota Chamber, and a graduate of the Goldman Sachs One Million Black Women in Business program.

This retreat, The Liberated Wealth Experience, is my way of paying it forward. Just like me,  you might be feeling the weight of the world on your shoulders,  prioritizing everyone else's needs over your own.  I know the power of escaping the daily grind and investing in yourself.  Together, we can create that space for you to heal, reflect, and reconnect with your purpose

This retreat is more than just financial planning. It's about dismantling self-imposed limitations and stepping into a life of true fulfillment.  With the right support and guidance, you can achieve a life that aligns with your deepest desires.

Are You Ready to Rise?

If you're ready to invest in yourself and embark on a transformative journey, join me at The Liberated Wealth Experience. We'll create a space for you to unwind, recharge, and rise to your full potential. Let's claim this space together – a space of intention, rejuvenation, and the empowerment you deserve.

Getting Here

You will arrive at Cancún International (CUN) Airport.

We suggest arriving on the earliest flight possible.

Round-trip airport transportation is provided regardless of what time you arrive and depart within the retreat dates.

Travel Restrictions

We strive to curate the safest experience for our attendees. Should the need arise to reschedule our retreat due to circumstances beyond our control, your payments will be applied to a future retreat.

FAQs

  • Your retreat booking is considered confirmed at time of booking. Your deposit, as determined by the retreat host, is non-refundable under any circumstances due to upfront costs we must incur.

    Minus your deposit, if cancellation takes place prior to 90 days 25% of your payments will be forfeited, if cancellation takes place prior to 60 days, 50% of your trip fee will be forfeited.

    Cancellation shall not be made within 60 days to the retreat, any cancellation made within this period shall attract a 100% forfeiture of your trip fee.

    Similarly, no cancellation can be made upon the commencement of the retreat.

    If cancellation takes place during the retreat, 100% of your trip fee shall be forfeited.

    You agree that neither Retreat Hosts, nor its hotel partners or vendors will be liable or responsible for a cancelled retreat for circumstances beyond reasonable control, including acts of civil or military authority, national emergencies, fire, mechanical breakdown, flood or catastrophe, acts of God, epidemic, pandemic, insurrection, war, riots, or failure of transportation, communication, or power supply.

    Retreat Hosts in their sole discretion reserves the right to cancel a retreat for attendees’ safety, act of God, government policies or any unforeseeable reason.

    Upon the occurrence of such cancellation, the Retreat Host will provide a credit for a future retreat, valid for up to one year.

    Due to the current climate, we strongly encourage attendees to purchase “Cancel For Any Reason” or “Cancel for Work” insurance.

  • Travel insurance is not mandatory however we highly recommend you do purchase it, particularly during this climate and/or if you have a pre-existing condition. If you choose to do so, we suggest that you add “cancel for any reason” or “cancel for work reasons” to your policy.

    Although normal trip cancellation will cover you for illness or injury, or for a travel companion’s illness, injury or death, it is limited to these.

    With “cancel for any reason” you will receive a percentage (usually 75%-100%) of all pre-paid costs. With this coverage if something comes up, a wedding, a new job opportunity, virus outbreak etc. or if the organizers have to cancel due to weather, staff injury or illness or other unforeseen reasons, you will be covered.

    *This option needs to be purchased within 15 days of your trip deposit.

    We suggest visiting the below website for its easy user interface and comparison tool to choose the best insurance that suits your needs.

    https://www.travelinsurance.com

  • If you would like to share a room or suite, but need to be matched with another guest, (if the option is available) you can put your deposit in for the room of your choice, and at check out select “YES to being matched with another solo traveler."

    Once the retreat host matches you, then they will connect you to your suite mate prior to the retreat so you can get to know each other.

  • Yes! Each retreat host is offering a 10% discount for their retreats if paid in full at time of booking.

  • Please refer to the package page for the retreat you are interested in attending to see what's included in your package price.

    For all retreats, if you choose to go on any additional excursions outside of the scheduled retreat activities, you will be responsible for the costs however your host would be happy to assist in helping you arrange reservations and transportation.

  • You are more than welcome to book your travel to arrive early and/or stay post retreat.

    If you choose to do so, you will be responsible for the cost of your room at the hotel/resort for those additional days.

    Contact your retreat host directly for more assistance.

  • You should generally bring: outfits for evening events and dinners, sunscreen, bug repellent, comfortable clothes and shoes, sneakers, water shoes, sunglasses, swimwear (if climate friendly), reading materials, a journal, reusable water bottle, and a little sense of adventure!

    Please contact your retreat host for specifics on what you should bring to their retreat.

  • A passport valid for 6 months after travel is standard however your retreat host will provide requirements specific to your destination.

  • Each retreat leader has their own travel requirements. Please contact your retreat host for requirements specific to their retreat.

  • Transportation to and from Cancun International Airport at specific time blocks to accommodate guests.

  • You should book as soon as you're able to because space is limited at all retreats.

  • Upon registration, you will receive a welcome message with general trip information from your retreat host.

    If you opted for an installment plan, you will also receive a reminder prior to payment date.

    As the date of the retreat approaches over the next few months, you will receive emails on specifics relevant to your trip from your retreat host.

  • Each retreat is curated by your retreat host and no itinerary will be the same. Kindly contact your retreat host for more information.

  • Klarna is subject to credit approval. We do not have any authority over your approval. You can check to see if you are approved at check out and it will not affect your credit report.

  • Yes. The 6-week post integration may be purchased at a later date at the regular rate of $1,500.