Courses
The knowledge, methods, and practices I teach include four lessons that are presented in two live, interactive online courses.
Complete Financial Wellness Initial Course
In this course you will learn practical, step-by-step instructions to effortlessly manage your money and make financial decisions and plans with confidence. For some students, this is the only course necessary. This is a 90-minute course.
Complete Financial Wellness Master Class
This course includes three lessons where you will deepen your knowledge of personal finance and receive further technical instructions and guidance as you implement what you learned in the initial course. This course is divided into three 60-minute lessons.
As a successful student of both Complete Financial Wellness courses, you will make the following time commitments:
1
4.5 hours of instruction - not all on the same day.
2
3 Hours to implement what you learned.
3
30-60 minutes a month to maintain your household finances.
who benefits most?
The information, methods, and practices I teach will benefit anyone in nearly any walk of life. However, I have found that the following three groups of people benefit most. After my courses they are the most successful in getting their financial house in order and achieving financial wellness.
Busy Working Households
who want to eliminate the stress, anxiety, and administrative burden of managing their finances, and want a simple, clear path to living their financial life with confidence.
High Earning Professionals
who make a solid income but can't seem to get ahead and want to build wealth consistently and predictably.
Commissioned Employees or Business Owners
with fluctuating incomes who want a way out of the feast and famine cycle.
See You in Class!
