Money Master Plan

8 Weeks to Financial Confidence

 
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Listen. I get that you don't have time to mess with your money.
You're busy. You've got a spouse, friends, kids, a career. 

 

But you worry there's something you're missing.

  • Maybe you're not on the same page with your partner.
  • You want to retire someday but have NO idea how much money you'll need or where to save.
  • Your kids are WAY more expensive (in time AND money) than you thought they'd be.
  • You feel you're making a good income but there never seems to be enough.
  • You're sick of feeling like everyone else knows something you don't about investing, and you want a strategy when it comes to how you invest your money.

You may have looked into hiring a professional advisor to help, only to find out that you don't meet their asset minimum requirements. 

You may have even interviewed a person or two, but felt like they were trying to sell you a financial product you couldn't understand.

Here's the thing...

IT'S NOT YOU

It's our industry. See, the financial services industry has a vested interest in keeping things confusing. It's how we make billions in fees each year. If we make you feel like you can't understand, we can keep charging these invisible and often exorbitant fees that eat away at your nest egg.

With this course, I've done all the heavy lifting so you all you have to do is fill in the blanks along the way. I'll give you the knowledge, coaching, and blueprint to move forward in your financial life with confidence and a holistic plan.

You'll spend 1-3 hours per week for 8 weeks watching the lessons, gathering your information, and creating your plan. Once you're on the other side of the program, it'll only take you a few hours a year to maintain your plan, and if you ever decide to seek additional professional financial advice, you'll know EXACTLY what to look for.

Know Where You're Going

Get everything you need to create a solid financial plan for your family. My course provides coaching, tools, and a step-by-step process so you can be confident that your money is working for you.

Objective

No hidden agenda. My approach puts you first, every time. My only goal is to help you reach yours.

Education-Based

You'll learn everything you need to know. Become empowered to make your own financial decisions.

Automated

Once we establish your financial foundation, it'll take you 15 minutes a week to manage your plan.

 If you are a family earning between $80k and $200k annual and want to gain clarity and a plan around your money, this course is for you.

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In 8 Weeks We Cover:

1

Financial Foundations

Money Mindset

Bucket Approach

Net Worth

2

Debt

Types of Debt

Good vs. Bad Debt

Mortgages

3

Spending Plan

Tracking/Budgeting

Lifestyle Creep

Inflation

4

Savings Plan

Emergency Reserves

Long-Term Savings

Interest

5

Tax

Income Tax

Sales Tax

Filing Your Return

6

Investing

Risk/Return

Mutual Funds/ETFs

Diversification

7

Insurance/Estate Plan

Health/Life

Home/Auto

End-of-Life Essentials

8

Financial Freedom

Retirement Plans

Social Security

Income Streams

This course has a limited number of spots so you'll get plenty of personalized attention. We'll have weekly group coaching along with downloadable PDFs and spreadsheets to complete your plan. You can view the detailed course syllabus here.

Course Syllabus

January 1, 2021 - Sign-Up Launch Date

January 16, 2021 - Sign-Up Deadline

January 17, 2021 - Start Date

March 15, 2021 - End Date

Education-based, step-by-step process to create your very own financial plan plus a simple 3-part structure to maintain and update it on an ongoing basis. All this without losing control of your money or incurring derailing continuous costs.

Ready to level-up your family's financial future? Let me empower you to take action!

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