Complete Financial Wellness Masterclass

Putting what you learned into practice.

The first course I teach, Complete Financial Wellness, is a prerequisite to this masterclass.

This masterclass is a 3-part live interactive online course that will provide you with greater knowledge and deeper insight into what you learned in the initial course.

In this course we focus heavily on execution as I provide additional technical details as you:

1

Build your comprehensive cashflow plan.

2

Establish your account structure.

3

Implement a cashflow logistics process to effortlessly manage how money enters and exits your life.

This course is limited to 10 participants per cohort to allow ample time for questions and answers.

The three parts of the course are:

The 7 Stages of Your Personal Finance Journey

Understanding the stages of your financial life so you know what to do today to create the tomorrows you are working so hard to achieve.

The 5 Elements of Cashflow

How money enters and exits your life, and what living within your means...really means.

The 3 Accounts You Need to Put Your Money on Autopilot

How to establish your account structure and automate cashflow logistics so that you can effortlessly manage your money.

Complete Financial Wellness – Easy to understand, fast to implement, effortless to maintain.

You will learn

Tactics and Strategy

How making daily financial decisions and planning for your future work together and why both tactics and strategy are paramount to designing your financial life and realizing your financial goals and objectives.

The 7 stages of your finance journey

A clear roadmap of your personal finance journey and the critical components of each.