Welcome back, Jordan.
Start with onboarding so Surplus can place you on the right path.
Do the next right thing.
A simple plan to get your money, income, and support system moving in the same direction.
The Wake-Up
Set the standard, define the target, and build a schedule you can actually hold.
Modules & lessons.
Work through six practical modules at your pace. Written lessons, saved progress, and one interactive member tool for every module are ready now.
Tools for the work.
Six practical member tools, one for every course module. Open the tool connected to the module you are working through.
Live workshops, a replay library, and additional resources will appear here only when they are ready to use.
Foundation Plan.
Choose the target, standards, and protected blocks that make the next 12 months intentional.
Your foundation plan is saved.
An active Surplus membership is required to use and update the Foundation Plan. Resubscribe to return to your plan.
12-Month Target
Write the changes you are building toward. Keep this specific enough to guide your week.
Operating Standards
Two standards are enough for V1. Define the weekly behavior that proves each one is real.
Protected Weekly Blocks
Choose two blocks for the work that gets crowded out when the week becomes reactive.
Commitment
Make room for the blocks before they reach the calendar.
Money System Planner.
Get your real monthly number, give each dollar a job, and build the buffer that keeps surprises from becoming debt.
Your money plan is saved.
An active Surplus membership is required to use and update the Money System Planner. Resubscribe to return to your plan.
Money Snapshot
See what comes in, what goes out, and the gap you can use intentionally.
Buffer Target
Build a cash buffer before the next surprise has to go on a card.
Monthly Plan
Assign your monthly take-home income before it disappears into unplanned spending.
Offer & Outreach Tracker.
Turn one useful skill into a clear offer, then use real outreach to learn what the market responds to.
Your offer and outreach work is saved.
An active Surplus membership is required to use and update the Offer & Outreach Tracker. Resubscribe to return to your work.
Offer Builder
Make the problem, result, and first price clear before you start pitching.
Prospects
AI Workbench.
Build reusable prompts and reviewable workflows for work you already understand. AI drafts. You verify the final result.
Your prompts and workflows are saved.
An active Surplus membership is required to use and update the AI Workbench. Resubscribe to return to your work.
Prompt Builder
Give AI a role, the context, a clear goal, and the format you need back.
Saved Prompts
Keep the versions that produce useful, reviewable first drafts.
Workflow Builder
Turn a repeated task into a simple sequence with an explicit human review step.
Saved Workflows
Build repeatable systems instead of starting from a blank page each time.
Service Operations.
Turn a service offer into a repeatable delivery process: clear scope, consistent quality, and better customer follow-through.
Your service system is saved.
An active Surplus membership is required to use and update Service Operations. Resubscribe to return to your work.
Service Offer
Module 3 helps you sell the offer. This is where you make delivery consistent.
Scope & Expectations
Use simple line items to make the agreed work and boundaries visible before you begin.
Quality Checklist
A reusable operating template, not a job-history log.
Customer Communication
Save clear reusable drafts. Personalize and verify details before you send anything.
Property Readiness.
Use your numbers to plan before you pursue a property. Costs, reserves, repairs, and financing assumptions all deserve a real review.
Your property plan is saved.
An active Surplus membership is required to use and update Property Readiness. Resubscribe to return to your plan.
Property Readiness Screen
These fields help surface areas to review before pursuing property. They are not an approval score.
Monthly Carrying Cost
Estimate the full monthly obligation, then compare it with your current surplus without treating the result as an affordability verdict.
Property Buy Box
Set your rules before a listing creates pressure. Your minimum target can differ by strategy.
Capital Order
Choose where future surplus goes before it turns into unplanned spending.
The Ladder.
Your starting stage anchors this reference roadmap. The remaining rungs show a practical path ahead, not calculated completion.
Workshops & events.
Monthly live workshops, member Q&As, and recorded archives.
Upcoming member workshops
Dates, calendar links, and question submission will appear here once the live workshop schedule is published. Until then, use the community to ask Rosario a question.
Upcoming topics
Nobody is coming to save you.
Connect Discord, complete the server onboarding, and use the room for accountability, useful questions, and member wins.
Walk into the room.
The Surplus community lives on Discord. Connect your member account, follow the starter path, then use the room for accountability and practical questions as you build.
Connect once to join the server and receive your member role automatically.
Choose your path
Pick one or moreChoose the lanes that fit what you are building. Use them as a simple guide for where to start in Discord.
A quick server map
Start hereUse these starter rooms after you open Discord.
Open the member room
Live conversation stays in Discord. Connect your account, then open the server to join the current discussions and check-ins.
Connect DiscordYour first 10 minutes inside
Onboarding is built so you start adding value the moment you walk in.
Why the community is the moat
The course is the curriculum. The community is where the work actually happens — and where the wins compound.
Install the monthly budget system.
Module action
Your progress
Templates, scripts & tools.
A preview of the scripts, templates, calculators, and tools being prepared for the member library.
Past workshops & recordings.
Recordings, slides, and chapter markers will appear here after live workshops begin.
Goals & accountability.
Keep the next useful actions visible. Complete one Daily Action to build a real streak.
Daily Actions
Small commitments for today.
Weekly Goals
Current week
Consistency
Complete at least one Daily Action to keep your streak alive. Missed actions do not carry forward automatically.
Bring builders. Track the momentum.
Every member gets a referral link. Qualified referrals and referral credits are tracked on your Surplus account.
How it works
Share your link
Send it to anyone you think would benefit. DM, email, social — wherever.
They join Surplus
When a qualifying member joins through your link, the referral is recorded to your account.
Your credit is tracked
Your referral credit stays visible here. Credit redemption is coming later.
Both build together
You both win — they get the system, you get the credit and the peer.
Your page in the room.
Your saved Surplus profile. Member-editable and public profiles are coming in a future update.
Complete onboarding to personalize your current path and primary goal.
Settings & billing.
Manage your profile, subscription, and notifications.
Profile
Danger zone
Cancel your subscription anytime. You'll keep access through the end of your current billing period.