Education, techniques and systems
Take action and maintain consistent follow-through
Competency and proficiency with the knowledge you've acquired
Financial independence and the ability to maintain it
Ultimately, to achieve our four major goals above, it will require laying a foundation and then creating weekly building blocks and systems. And, by the end of 12 weeks, we hope you’ll have attained mastery and wellness of this all-important subject.
Program lessons are designed to educate and help you create long-term duplicatable systems for 12 major areas of your financial life.
Balance Sheets/Assets and Liabilities/Easy-to-Use Worksheet and More As with any journey, you must know the starting point as well as the desired destination.
Expenses/Income/Tracking Spending/Family Budget Worksheet and More Through forecasting (budgeting) you’ll learn efficient spending habits and track monthly earnings and spending to ensure success in wealth building.
Tax Savings/Legitimate Write-Offs/Business and Family Tax Planning and More Your tax deductions and appropriate use of business structure will help retain thousands of dollars in your pocket.
Apply a 5-Step Process to Get Out of Debt and More Learn how to get out of consumer debt in half the time. Plus, learn how to leverage certain types of debt.
Allowances and Responsible Spending and Saving/College/Paying to Work (tax advantages)/Planning for the Future and More Our goal is to teach responsible parenting of a financially literate child.
Investing/Saving/Stocks/Entrepreneurship/Real Estate and More Discover tools to create sustainable wealth through strategic investing.
Legal Structures/Insurance Needs/Personal and Business Inventory/Having a Will and More In essence, putting all your financial affairs in order, plus having a backup of all irreplaceable possessions, including photographs and legal documents.
CDs/Treasury Bills/Annuities/Tax-Free Savings/Buying, Selling and Holding Stocks – Long- and Short-Term This involves the ins and outs of both securing and creating wealth by joint venturing with other companies (through purchasing of stocks, mutual funds and other outside investments).
Starting and Running a Business/Incorporating/Taxes/Team of Advisors and More Many businesses are run like a hobby instead of a profitable business. We focus on aspects related to operating a profitable business that can create both short- and long-term wealth.
Property Ownership/Rentals/Buying/Selling Learn how to start the process of investing in real estate (as an active and/or passive investor).
IRA/Investing/Tax-Free Planning/Benefactors Discover traditional strategies as well as ideas on how to self-direct your IRA to use for creative investing.
Trust/Wills/Asset Relocation/Plan Recap/Future Goals Sustainable wealth is predictable with a wealth plan, leadership and a solid wealth foundation. Proper estate planning ensures your wealth is not only transferred to future generations but also sustained.
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PLEASE NOTE: As with any financial and/or legal information, it is important that we issue a disclaimer. As you know, you have ultimate responsibility for all the decisions you will be making over the course of the next 12 weeks and beyond. The Financial Wellness Program is designed to provide accurate and authoritative information in regard to the subject matter covered. It is offered with the understanding that the authors and publisher are not engaged in rendering legal, accounting or other professional service. If legal advice or other expert assistance is required, you should seek the services of a competent professional person or company.
The principles and philosophies that we share are simply guidelines. Since we have participants from all over the country, the advice needs to be weighed and considered in context. If you find it valuable, be sure to tailor it to your individual situation.
We are based out of Conyers, Georgia