You would be in territory all by yourself, discovering what breaks next. It would be a horrible situation to spend 100% of your budget on the mods, and not have an emergency fund to: a) fix what breaks, and b) get yourself home from the site of the carnage.
I neglected to have a fund/plan for b) when I broke myself playing Good Samaritan in Colorado, and had to depend on the kindness of trailvoy members to get home.
To go to 35's without at least having 30 spline rear axles from the EXT would be inviting disaster IMHO. Finding a trail that denies you on 33's FIRST, then upgrading to 35's at the next revision, might make sense. Making sure to add OTHER layers of armor to protect you as you grow your experience and confidence is also important. Neil's still waiting for his first East Coast order for gas tank armor.