Let’s Build Your Dream Life
Are you the go-to expert in your field, thriving in that executive role you’ve been dreaming of?
Or maybe you’ve finally bought the dream house on 5 acres; you spend your mornings consulting from your home office, then spend the afternoons hiking the nearby trails along the creek.
Whatever your dreams are, we can bring those dreams to life with the right financial resources.
When you close your eyes and think about your future, what do you see?
It took me 10 years to transform my financial life: From $26k social worker to millionaire headed towards early retirement. Now, I’m passing on my 101 top tips to YOU. Think of this book as your personal checklist for mastering your finances for life. You'll learn how to master your career growth, land promotions and salary increases, turn your skills into online income streams, invest with confidence, retire early, and so much more.
Book: 101 Ways to Build Wealth
eBook, $10
Grab our best-selling budgeting template! Have you ever wished you could see your savings, investments, debts, and income - all side by side? When it comes to tracking your finances, do you find yourself using multiple apps and systems just to piece it all together? Then this ultimate personal tracking system is JUST what you need.
Setting up your template is a piece of cake! The comprehensive video tutorial will walk you through step-by-step how to set up every page of this template. In just a few hours, you'll have a complete financial tracking system ready to go.
All-in-One Budgeting Template
Budgeting Template, $27
This 2-hour online course will teach you everything you need to know to start investing in the stock market all on your on with confidence. You'll learn:
Exactly how stock market investing works, and why you need to be investing if you want to reach financial freedom.
How to set up a variety of investing accounts - and the tax advantages that come with each account.
How to pick an investment (stock, mutual fund, ETF) and the benefits of each investment type.
eCourse: Stock Market Investing
eCourse, $99
You've got a savings account, a retirement account, student loan debt, and a mortgage. Now what? How can you make sure you're making the most of your personal finances?
During our 30 days together, we will:
Identify your biggest financial goals
Audit all areas of your personal finances to see how they align or don’t align with those goals (from income and monthly expenses to debt, investments, and more)
Create a step-by-step financial plan that will help you work towards your financial goals