The Best Ideas Happen Away From Your Desk

Step away from the confines of fluorescent-lit conference rooms, bad coffee, and constant interruptions. At the Scaling Rich Retreat, you’ll be invited to work on your business in a setting designed to inspire and refresh you. Picture yourself lounging poolside, toes in the water, with a notebook in hand as clarity begins to flow. Or take your thoughts to the ocean’s edge, where the rhythmic sounds of waves spark new perspectives. Here, we’re removing the barriers that stifle creativity and replacing them with space, tranquility, and freedom to think.

Our strategic planning sessions are designed to work with you, not against you. Whether you’re curled up on a cozy sofa, relaxing under a shaded cabana, or taking a quiet moment on your private balcony, you’ll have the physical and mental space you need to reflect, envision, and strategize. 

When you remove the noise and hustle of everyday life, you create space for inspiration and innovation. Your breakthrough ideas are waiting; all you have to do is show up.

Discover the Charm of Puerto Vallarta’s Heart

Puerto Vallarta feels like a European seaside town, brimming with character and charm. Known for its cobblestone streets, artisan markets, and vibrant energy, the Romantic Zone offers a taste of local culture that inspires creativity and connection.

Thanks to the large expat community, nearly everyone speaks English, making it easy to explore—yet you’re still free to try your hand at Spanish!

Whether you’re browsing boutique shops, exploring the hidden gems beyond the tourist spots, or capturing memories with a few keepsakes, you’ll experience the welcoming and safe atmosphere that PV is famous for.

Bonus trivia: Puerto Vallarta has served as the backdrop for iconic films like The Night of the Iguana (1964) and Predator (1987). You’ll feel like a star as you stroll through this walkable, picturesque city.

Experience the Life You’re Building

Take a step into the extraordinary as you board a 100-foot luxury yacht for a half-day sailing excursion along Puerto Vallarta’s breathtaking coastline. This isn’t just a boat ride—it’s a chance to immerse yourself in the luxury you’re working so hard to create. As the yacht glides across the crystal-clear waters, you’ll take in panoramic views of dramatic cliffs, hidden coves, and the iconic beauty of Banderas Bay. Relax on deck with a refreshing drink in hand and let the wind sweep your stress away as you bask in the experience of true, uninterrupted freedom.

Our yacht excursion includes delicious, chef-prepared food and beverages, ensuring that every moment feels indulgent and intentional. For those feeling adventurous, there’s plenty of time to jump off the deck and dive into the cool, refreshing waters. 

This day on the water is about reconnecting with your vision and recharging your soul. When you step away from the demands of business and immerse yourself in a luxury experience like this, you give yourself permission to dream bigger. 

Unlock New Ideas through Creative Play

Creativity isn’t about perfection—it’s about exploration. At the Scaling Rich Retreat, you’ll be invited to step outside your comfort zone and try your hand at something new, playful, and unexpected. Whether it’s painting, crafting, or another creative activity chosen by our group, this isn’t about skill or talent—it’s about engaging your mind in a new way. Sometimes, the best business breakthroughs happen when you stop forcing them and instead let inspiration flow naturally through play and experimentation.

Science shows that stepping into a creative activity, especially one outside your usual routine, activates parts of your brain linked to problem-solving, clarity, and innovation. By trying something new, you’ll open up mental pathways that release fresh ideas, new perspectives, and the freedom to think differently. Don’t worry if you’re “not creative”—that’s not the point. The goal is to unlock the unexpected and shake off the mental blocks that might be holding you back.

Who knows? That next big idea for your business could come to you while you’re holding a paintbrush, shaping clay, or laughing with a fellow attendee over your masterpiece. 

Business Growth Tastes Better with Tacos

Puerto Vallarta is a taco lover’s dream, with world-class taco stands and authentic local flavors around every corner. But how do you know where to find the very best? We’ve taken the guesswork out of it with a private guided taco tour led by experts who know the ins and outs of Puerto Vallarta’s culinary scene. You’ll get an insider’s guide to the top taco spots in the city, sampling mouthwatering creations that highlight the rich, local flavors of Mexico.

This isn’t just about food—it’s about connection, experience, and enjoyment. Tacos are a part of Puerto Vallarta’s vibrant culture, and this tour will immerse you in the city’s bustling energy. Walk through local neighborhoods, explore taco stands you’d never find on your own, and savor fresh, handmade tacos prepared right before your eyes. From classic al pastor to regional specialties, this experience is sure to be a highlight of your time in Puerto Vallarta.

 After all, the best growth happens when you’re fueled, inspired, and connected.

Honor Tradition, Celebrate Transformation

Día de los Muertos (Day of the Dead) is one of Mexico’s most cherished traditions, and in Puerto Vallarta, it’s celebrated with vibrant, unforgettable energy. Held on November 1 and 2, the city transforms into a stunning display of art, culture, and remembrance. Streets come alive with marigold-strewn altars (called ofrendas), beautiful face-painting, and lively parades that wind through the Romantic Zone and Plaza de Armas. You’ll witness firsthand the colorful processions, candlelit ceremonies, and community celebrations that honor loved ones while embracing the joy of life.

Día de los Muertos is about reflection, transformation, and connection—themes that mirror the goals of our time together. As you explore the festivities, you’ll have the chance to reflect on where you’ve been, honor your personal and professional journey, and set bold intentions for the future. It’s a powerful reminder that growth is as much about celebrating the past as it is about creating what’s next.

 Whether you’re walking through vibrant plazas, admiring intricate altars, or simply taking in the city’s spirit, Día de los Muertos will leave you inspired to honor your journey and build a legacy that lasts.

What will you and your business achieve?

Your Biz Rules has lead countless business owners through the strategic planning process and the results speak for themselves.

Here are real life examples that our clients have been able to achieve: