The Financial Journey

Community Retreat

October 22nd-26th

At Hotel Caza in San Francisco, California

Meet & Greet: Thursday, October 22nd

Full Days: Friday and Saturday, October 23rd and 24th

Optional Outing: Sunday, October 25th and 26th

Your Life. Your Freedom. Your Journey.

Your Life.

Your Freedom.

Your Journey.

At Financial Journey, we help business owners and accredited investors

build a life they don’t need a vacation from.

Through strategy, tax planning, alternative investments, and the support of a generous community, we bring clarity to your wealth and alignment to your decisions, so you can design a life filled with freedom, purpose, and impact.

We understand real wealth isn't about money;

true wealth is about freedom, time, relationships, and impact.

At this Wealth Retreat, You'll Gain...

Overcoming the Work Optional Hump - many in our community are so close to reaching Work Optional. They have the assets to be work optional if only they could convert it to cash-flow.

Focus on Passive Income - strategies, investments, and structure for "endowment style" investing.

Build a Cash Machine - would you rather pass a lump some to your kids or charities you leave behind or an passive income stream that funds your mission and future generational purpose?

Practical tax strategies to reduce active and passive income taxes in 2027 and beyond.

Tools for passing your values, skills, and assets to the next generation.

A small-group mastermind environment where peers help you problem-solve and strategize.

Strategies for building a sustainable financial legacy that supports both your family and your long term goals.

Curated investments and member case studies that expose you to real world investing ideas and frameworks.

A community of generous, genuine people who want to see you win - in wealth and in life.

Possible Topics

Shaped by the real questions and opportunities our community is focused on right now

Neil R. Anderson

Executive Coach

Neil is an executive and mental fitness coach with over 20 years of experience in leadership development, management consulting, and individual/team coaching (www.Uplevel.Coach).

"I hold an ACC credential from the Int'l Coaching Federation (ICF), a master’s degree from Biola University, and a Giant Worldwide leadership coaching certification. I also serve as a coach for Positive Intelligence—a world-class training program on increasing emotional intelligence and developing a growth mindset. I'm honored to have personally coached over 500 leaders across 40+ industries worldwide on issues ranging from communication and conflict to overcoming stress and anxiety, navigating transitions, and establishing fresh vision and goals.

While coaching is my life's work, my enduring legacy is my family and faith. I'm very happily married to my college sweetheart and best friend, Casey. We have 3 amazing kids and live in Knoxville, TN".

Portfolio Mentoring

Are you creating the right plan to accelerate your growth and freedom?

Most people stumble their way into investing and “make it up as they go.” The haphazard “roll the dice” way can work, or it may not. At best, you’re missing some opportunities for wealth optimization. At worst, you’ll spend needless years working longer than you have to. Isn’t it worth checking if you’re on the right path? Most likely, your trajectory to work optional can be accelerated and optimized.

With the Portfolio Mentoring Session, you will have the opportunity to share your portfolio and goals with fellow successful investors who will help you strategies on your next steps to maximize and accelerate your wealth growth based on your goals.

The right plan dramatically accelerates your wealth growth and freedom.

Portfolio Shares

Portfolio Shares from those who’ve built 5M, 10M, and 50M portfolios.

Imagine what you could learn that would allow you to accelerate your wealth growth smartly. It typically doesn’t take much time; it’s about being intentional and having the right opportunities, resources, and network. THESE are the people we want you to connect with.

Tax & Portfolio Strategies

Teaching Kids & Next Generation Planning

Liquid, Consistent Cash-Flowing Investments

Guidelines for Diversification across investments

Entity Structure & Asset Protection

What to do when a Syndication goes BAD

Finding joy and purpose beyond work

Market Trends & Boomer Business Transitions

Investing During Periods of Low Liquidity

Using Home Equity Effectively

Reinvesting After a Business or Real Estate Sale

AI & Technology Tools

Maximizing Your FJ Membership

Business Operations / Scaling / Team

Experience Includes

Pre-event: We'll host a kick-off call to help you prepare for the event, set intentions, and meet other attendees in advance.

Thursday Welcome Reception: Climb aboard a catamaran chartered just for us and toast the start of the retreat with a sunset sail on San Francisco Bay, great food, great drinks, and the Golden Gate front and center.

Warm Introductions: Connect with hand-picked attendees to start with the right relationships, not a crowded room.

Insight: Two full days of actionable information with the resources and guidance to implement.

Lunch: Provided on Friday & Saturday by Financial Journey.

Dinner Invites: Optional group dinners you can join at an additional cost.

Investment Opportunities: Curated deal shares.

Mini Masterminds: Small group collaborations to get feedback on next steps to grow your wealth.

Adventure: A dedicated day for fun, connection, and shared experiences before heading home.

Bonus Experiences We’re Planning

We're still finalizing the outings. We will add a checkout option once it's ready!

Golden Gate Sunday Adventure

Keith will lead this 6-hour Sunday bonus day trip is built around one of San Francisco’s most iconic experiences. This family-friendly outing would include a scenic e-bike ride across the Golden Gate Bridge to Sausalito, a picnic lunch from an authentic Italian deli with beautiful bay views, a ferry ride back passing Alcatraz, and a sweet ending at Ghirardelli.

It is active enough to feel like an adventure, but relaxed enough to enjoy the views, the conversation, and the time together.

2 Day Sonoma vs. Napa Wine Country Showdown

Our team is split on which region is best, so the only logical solution is to experience both. This optional Wine Country bonus experience includes Napa on Sunday and Sonoma on Monday, and you are welcome to join us for either day or both.

Expect beautiful scenery, great food, live music, and a setting designed more for connection than just tasting. This experience is not only for people who drink wine. Whether you come for the atmosphere, the food, the conversation, or simply to enjoy wine country with the group, the goal is to create a memorable shared experience in two of California’s most iconic regions.

Golden Gate Sunday Adventure

This 6-hour Sunday bonus day trip is built around one of San Francisco’s most iconic experiences. This family-friendly outing would include a scenic e-bike ride across the Golden Gate Bridge to Sausalito, a picnic lunch from an authentic Italian deli with beautiful bay views, a ferry ride back passing Alcatraz, and a sweet ending at Ghirardelli.

It is active enough to feel like an adventure, but relaxed enough to enjoy the views, the conversation, and the time together.

2 Day Sonoma vs. Napa Wine Country Showdown

Networking & Masterminding

Focused Support, Real Relationships, and Unmatched Generosity

Focused time, attention, and guidance of other successful investors

One of our greatest strengths is our community.

Throughout the event, attendees naturally share what they’re working through. These real-life discussions set the stage for the mastermind sessions, where small groups dig deeper, help each other problem-solve, and offer perspectives you can’t get on your own.

Attendees consistently share that the relationships, conversations, and connections they experience here are just as valuable as the content.

The magic of the retreat happens in the conversations; the honesty, generosity, and willingness to help each other move forward.

Hotel

Join us at Hotel Caza Fisherman's Wharf, under our group booking at $229 - $309 per night (depending on the day).

Enjoy relaxed conversations in the inviting lounge or step outside into the energy of San Francisco’s waterfront district.

An exclusive booking link and details will be sent through your registration confirmation.

Logistics &

Flights

Fly into San Francisco, California (SFO)

We recommend booking a flight that allows you to be checked in by 4:00pm on Thursday, October 22nd, and leaving late Monday, October 26th or Tuesday, October 27th.

*If you're NOT staying for the Optional Outing, we recommend leaving late Saturday (10/24) or Sunday Morning (10/25).

Your

Ticket

$1,195 - $1,695

Gold & Silver Members are "FREE"

*Special offer available for guests who book a connection call with Keith.

**Special offers available for your children, as well as for couples who are attending together.

*Special offer available for guests who book a connection call with Keith.

**Special offers available for your children, as well as for couples who are attending together.

A Message to Guests

Dear Prospective Community Member,

Our community retreat is filled with genuine people. I know there's some big promises here, but I'll do my best not to let you down.

There's a lot of benefits for our Financial Journey community. I'll share some great strategies and resources you can act on at the retreat. But understand, this is just a glimpse into all the benefits enjoyed within the community.

Rather than "sell" you something, the best way for you to understand Financial Journey is to experience it for yourself.

And, if it makes sense for both of us, we'll extend an invitation to join the Financial Journey community.

A bit about me... I’m under 40, a father of two amazing boys, and husband to the most incredible wife, Jessica. Our careers brought us to Dallas, which is where we now call home and where we purchased our first investment property in 2010.

I “retired” at 32 and spent the next few years traveling the world with my wife. I share this not to brag, but to share I know how to achieve “work optional” quickly because I’ve done it personally.

In time, I started Financial Journey since I enjoy helping others. I find the journey of life is more enjoyable when shared with an authentic community.

You may learn more about my journey you on the Financial Journey website.

I would love to learn about you and your story. I hope to connect with you at this retreat.

Genuinely,

Keith Blackborg, CPA & Founder

P.S. Guests consistently share how our retreats exceed their highest expectations.

Why: At this community retreat, we offering a limited number of one-time guest passes as a way for people to "try it out" before they commit. If you know someone who's a great fit, please share this invite.

Who: This boutique event is designed to be highly interactive between peers. Feedback shows people are most impressed by the generous sharing by successful people in the room. Spouses are encouraged to join :)

Requirements: You should qualify as an Accredited Investor and be interested in joining Financial Journey. You can read here about our membership requirements and membership benefits.

Preparation: Join with an open mind and heart. Be willing to connect, be vulnerable, be real, & have fun. Consider sharing your real numbers with your small group. Pro tip, you'll get as much out of it as you put in.

Check-in Call: If you are a guest, expect a call from someone on the FJ Team, to learn about you and your goals and help you connect with applicable relationships & resources. If, after the call, it's determined that this event is not a good fit, you'll get a full refund of the ticket price.

"Love it or Leave it" Guarantee: If you show up and you don't love it in the first four hours, we'll give you a full refund.

Hotel Caza, Fisherman's Wharf

Set in the heart of San Francisco’s waterfront district, Hotel Caza blends bright, spacious comfort with the lively energy of Fisherman’s Wharf, North Beach, and the Embarcadero just outside.

Designed for explorers, it offers a fun, stylish atmosphere where top restaurants, trendy bars, and iconic attractions are all within easy reach, while inviting gathering spaces make it easy to connect and unwind. It is an ideal backdrop for meaningful conversations, fresh perspective, and memorable retreat moments throughout the stay.

Area Highlights

Location:

Stay in the heart of Fisherman’s Wharf, one of San Francisco’s most iconic waterfront districts, with easy access to North Beach, the Embarcadero, and many of the city’s most recognizable attractions.

Food & Local Flavor:

From fresh seafood and classic waterfront dining to Italian favorites in North Beach, cozy cafés, and trendy bars, the area offers plenty of variety for both casual outings and memorable meals.

Iconic Sights & Waterfront Experiences:

Enjoy some of San Francisco’s most famous landmarks, including the Golden Gate Bridge, Alcatraz, Coit Tower, Pier 39, and Ghirardelli Square. Whether you want sweeping bay views, historic charm, or lively waterfront energy, there is no shortage of places to explore nearby.

Parks, Scenery & Easy Outdoor Time:

Take in the beauty of the city through waterfront walks, bay views, and open green spaces. Golden Gate Park offers gardens and quiet places to wander, while nearby Aquatic Park provides a scenic setting for recreation and relaxation along the water.

Culture, History & Chill-Out Spots:

San Francisco offers a rich mix of history, art, and interactive experiences. Visit the Legion of Honor for world-class art and stunning views, explore the hands-on exhibits at the Exploratorium, or spend time at Yerba Buena Gardens, home to public art, museums, and family-friendly attractions.

Shopping & Local Finds:

You earn it, while your family spends it 😉

From famed chocolates and lovely trinkets to internationally known retail brands, the Wharf is your one-stop shopping hub.

Area Highlights

Location:

Stay in the heart of Fisherman’s Wharf, one of San Francisco’s most iconic waterfront districts, with easy access to North Beach, the Embarcadero, and many of the city’s most recognizable attractions.

Food & Local Flavor:

From fresh seafood and classic waterfront dining to Italian favorites in North Beach, cozy cafés, and trendy bars, the area offers plenty of variety for both casual outings and memorable meals.

Iconic Sights & Waterfront Experiences:

Enjoy some of San Francisco’s most famous landmarks, including the Golden Gate Bridge, Alcatraz, Coit Tower, Pier 39, and Ghirardelli Square. Whether you want sweeping bay views, historic charm, or lively waterfront energy, there is no shortage of places to explore nearby.

Parks, Scenery & Easy Outdoor Time:

Culture, History & Chill-Out Spots:

San Francisco offers a rich mix of history, art, and interactive experiences. Visit the Legion of Honor for world class art and stunning views, explore the hands on exhibits at the Exploratorium, or spend time at Yerba Buena Gardens with its public art, museums, and family friendly attractions.

Shopping & Local Finds:

You earn it, while your family spends it 😉

From famed chocolates and lovely trinkets to internationally known retail brands, the Wharf is your one-stop shopping hub.

What the community says about the experience:

Investment Deals

Community

Would You Recommend

Event Highlights

This event is for educational purposes only and is not to be construed as legal, investment, tax, or other professional advice.

This event is not offering individualized advice tailored to any specific portfolio or to any individual’s particular needs or rendering investment advice or other professional services such as legal or accounting advice. A competent professionals services should be sought if one needs expert assistance in areas that include investment, legal and accounting advice.