Complete Financial Wellness Initial Course

Easily manage your finances and make decisions and plans with confidence.
Complete Financial Wellness is a live online workshop where you will learn exactly what you need to do to effectively manage your finances with very little effort.
This class is not a collection of theories and concepts. You will learn real-world information and leave with a solid understanding of your finances. You will also learn how to use an account structure to put your finances on autopilot, build wealth systematically, and have the information you need to make decisions and plans with confidence.

You will have the information you need to...

solve your financial issues

systematically build wealth faster

achieve your goals

live the life you have been working so hard to have.

Easy to understand, fast to implement, effortless to maintain.

you will learn

Why most people are struggling with their finances
  • Personal debt is greater than ever and increasing at an alarming rate.
  • Making ends meet is getting harder each month.
  • Financial stability seems impossible.
  • The life we want to live feels unattainable.

Why is this happening and how do you protect yourself and your household?

The 3 options available to help you manage your finances and why they aren't working
  • Apps
  • Financial Literacy
  • Financial Planners

With all these resources, why can't we get our financial house in order?

The 4 things you must know to live your financial life with confidence
  • Where your money comes from at each stage of your life
  • Where it's all going
  • How to control it
  • How to make financial decisions and plans with confidence
The 7 stages of your financial life
  • Knowledge
  • Insight
  • Control
  • Plan
  • Accumulate
  • Deploy
  • Distribute

Understanding the stages of your financial life will help you know what to do today to create the tomorrows that you want.

The 3 financial profiles

Financial wealth is having more choices - simple as that. The more financial wealth, the more choices you have.

Learn which financial profile gives you the most choices.

The 5 elements of cashflow
  • Income
  • Bills
  • Spending
  • Funds
  • Investment Contributions

Understanding these elements and how they work together is critical to having the information you need to create a clear plan and build the life you want.

Cashflow Logistics
  • How money enters and exits your life
  • How to use an account structure to put your money on autopilot and build wealth systematically.
Bonus Learning – Real Life, Real Numbers, Real Math
  • Using proper financial management to build wealth 24% faster.
  • How to live your life at a 30%-70% discount with one simple decision.
  • Take chances, or assure your wealth when you are young? Debunking conventional thought.
  • It's just $100 a month payment, or is it?

For more information see the Complete Course Syllabus

You will have the information you need to...

Easy to understand, fast to implement, effortless to maintain.

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