UP Case Study #8


Maintained a very high level of focus on his highest value work throughout the year.


  1. Maximize lifetime wealth and donate most of it to impactful charities
    1. Improve five year net present value (NPV) through intensive behavior change


  • Type: Individual Max UP
  • Length: Ongoing, 9 months as of this update
  • Support:
    • 17 UP Coach Calls + 134 UP Coach Tasks + 140 UP Assistant Tasks + 421 Other Personal Team Tasks = 712 Tasks
    • 70 UP Coach Hours + 133 UP Assistant Hours + 855 Other Personal Team Hours = 1,058 Hours


This highly rational investment professional chose to do an UP to earn as much money as possible and donate most of it to impactful charities. He wanted to find every area of low-hanging fruit to enhance his performance as an investment professional. He was incredibly focused on his work and already living a great life when he began his UP, which led to some difficulties in tackling projects with longer-term payback periods.


The participant’s UP included specialized coaching from a carefully selected coach, access to a team of behavior change experts and assistants, and use of 50+ digital behavior change tools. He set a number of short-term and long-term goals at the beginning of his UP. His team helped him advance on these goals through periodic calls, daily administrative and research work, and some ad hoc higher-level task completion.


Protocol Completion


Top 3 Successes

  1. Maintained a very high level of focus on his highest value work throughout the year
  2. Earned six figures for the year
  3. Built a personal team including a Senior Executive Assistant and others, delegating out 1,000+ hours

Top 3 Failures

  1. Did not secure lifelong “right hand person”
    1. Did hire one good potential Senior Executive Assistant out of 600+ applicants, but ultimately ended her employment after nine months
    2. Learned a great deal about realistic expectations and effective communication
  2. Did not find the time to improve many other areas of life
    1. Most areas were already doing very well, so this made sense given his focus on career
  3. Ended relationship with loved one
    1. Did begin dating again, with many promising potential partners


  1. It was a good, but stressful UP that was enjoyable for both the client and UP Coach
  2. The client made moderate progress on his goals roughly in line with his expectations