DIY Money Bundle
“The best way to predict the future is to create it.”
The DIY Money Bundle is designed specifically for the person who wants to learn the ins’ and outs’ of how money works and specifically how to make it work for you. You don’t need any prior experience — the program starts where you are and builds your knowledge base so you can be confident making financial decisions whether you do-it-yourself or you work with an advisor.
The 12-month program includes:
Money Mindset Strategies
Review your money story, make shifts when necessary, and monitor your progress.Cash Flow Management
Create systems to manage what's coming in, what's going out, and where it's going. Also, includes debt management.Investment Strategies
Get started with the basics then design and set-up your personal portfolio. Also includes tax-advantaged strategies.Income Strategies
Explore income streams to reduce dependency on any one income source.Asset Protection Strategies
Explore uncovered risks so you and your family are protected against negative events.Wealth Planning
Develop a plan to build wealth and achieve finanical freedom.The Debt Termination Program
Destroy your debt and take back your future.
Debt can drain your finances and make it impossible to save, to invest, or just enjoy life, so it’s important to have a plan to pay it off as soon as possible. This program is designed to not just help you get out of debt but to also create a plan to stay out and start using your money to benefit you.
The 90-day program includes:
Budgeting
Develop a spending plan for your money.Debt Assessment
Create a clear picture of your debts so you know what you are dealing with.Debt Payoff
Create a debt payoff action plan and timeline.Maintenance & Review
Monitor and review your progress and make changes as needed.Employee to CEO
Go from employee to CEO with our 5-step system.
We specialize in working with people over 40 who want to ditch the 9 to 5 and build a coaching or consulting business that supports the lifesyle they want to live. The 12-month program includes: