Make this the year you take control of your money to live your best life!
I see you. You’ve accomplished a lot in a relatively short period of time. But if you’re not making your money work as hard as you do that means you may have to work harder longer.
The problem is, most of us were never taught how to manage money so we’re forced to use a trial and error approach which can be costly and time consuming. Plus, we are taught not to talk about money which keeps us less informed and severely limits your ability to build a secure financial future.
YOU’VE DONE THE HARD WORK OF BUILDING A CAREER OR BUSINESS.
NOW IT’S TIME TO PUT YOUR MONEY TO WORK.
DO ANY OF THESE SOUND FAMILIAR?
(—)
You’re worried that you’re getting off to late start and you aren’t sure what to do to catch up, or even if you can.
Starting late simply means you may have more work to do in a shorter amount of time. However, even if think you’re doing all the right things, it’s not uncommon to wonder if you’re on track to achieve your goals, especially your retirement goals.
(—)
Despite having a good income, you never have money to invest.
You think things are going well but then at the end of the month there’s barely enough money to cover your expenses. And, some month’s you have dip into your personal savings or use credit cards to keep up. Plus, the stress of managing cash flow is starting to take a mental toll.
(—)
You want to learn how to manage your money and invest but you aren’t sure where to start.
There is a wealth of information available today about how to manage your money. Some of it is good and some not so good. Whether you want to manage your money on your own or you want to work with an advisor, you know that financial education is key to maintaing your power and staying in control.
A PROVEN ROADMAP
A proven roadmap that integrates your personal finances with tried-and-true financial principles to build wealth and financial freedom.
A DIVERSIFIED APPROACH
A diversified approach that includes creating a holistic financial plan for your future.
LET ME INTRODUCE:
This program is designed specifically for women looking to reset their finances, overcome financial roadblocks, and create a clear path to financial security and freedom.
THIS 6-MONTH INTENSIVE PROGRAM INCLUDES 12 CORE MODULES TO BUILD A SOLID FOUNDATION, MASTER THE ESSENTIALS OF MONEY MANAGEMENT, AND GROW YOUR WEALTH WITH CONFIDENCE.
WHAT’S INCLUDED
Are you ready to transform your financial future and achieve enduring financial confidence? Designed specifically for professional women and entrepreneurs over 40, “The Prosperity Project” is an intensive 6-month program crafted to empower you with the essential financial knowledge and strategies you need to build, manage, and grow your wealth.
In this program, you’ll embark on an immersive journey through critical financial concepts and practical applications, laying a solid foundation for your financial well-being. You’ll gain clarity on personal and business financial management, equipping you with tools to make informed decisions and pursue new opportunities.
What You Will Learn:
- Financial Self-Discovery & Literacy: Begin by establishing a clear understanding of your financial starting point, set achievable goals, and master essential financial literacy concepts.
- Budgeting & Cash Flow: Develop robust personal and business budgeting techniques to optimize cash flow and gain greater control over your finances.
- Debt & Credit Management: Implement actionable strategies to manage and reduce debt, while boosting your credit profile for financial flexibility and security.
- Savings & Investment: Discover innovative saving methodologies and build a diversified investment portfolio to grow your assets sustainably.
- Retirement & Estate Planning: Plan for a comfortable retirement with a customized strategy and secure your legacy through thoughtful estate planning.
Throughout the year, our program will guide you with hands-on exercises, expert insights, and personalized support. You’ll emerge with the confidence and competence to make empowered financial decisions and forge a prosperous future for yourself and your loved ones.
Who Should Enroll:
This program is ideal for professional women and entrepreneurs aged 40 who are ready to take control of their financial journey. Whether you’re seeking to enhance your financial literacy, secure your post-retirement future, or explore new investment avenues, “The Prosperity Project” offers the roadmap to financial empowerment.
Join us in this transformative experience, and equip yourself with the stability and resources needed to navigate your financial landscape with ease and assurance. Take the first step toward creating a lasting legacy of wealth and success—enroll in “The Prosperity Project” today!
The Curriculum
Module 1: Financial Self-Discovery
- Identify personal financial strengths and growth areas.
- Set specific, measurable financial goals and create a vision board.
Module 2: Foundations of Financial Literacy
- Master key financial terms and concepts.
- Understand how to read and analyze financial statements.
Module 3: Budgeting and Cash Flow Management
- Create a personal and business budget to track income and expenses.
- Develop strategies for improving cash flow “so that” you are always financially prepared.
Module 4: Debt Management and Reduction
- Assess current debt and develop a plan to systematically reduce and manage it.
- Explore strategies for consolidating or refinancing debt to lower costs.
Module 5: Building Credit and Access to Capital
- Understand the components of a strong credit profile.
- Learn how to improve credit scores and access favorable financing options.
Module 6: Savings Strategies and Emergency Funds
- Establish an emergency fund for personal and business use.
- Implement automated savings systems “so that” saving becomes effortless and routine.
Module 7: Investment Basics and Portfolio Diversification
- Learn about stocks, bonds, mutual funds, and other investment vehicles.
- Develop a diversified investment portfolio that aligns with goals and risk tolerance.
Module 8: Understanding Retirement Plans and Options
- Explore various retirement savings plans like 401(k)s, IRAs, and more.
- Create a personalized retirement timeline and strategy.
Module 9: Tax Planning and Efficiency
- Discover strategies to minimize personal and business taxes.
- Learn how to stay updated on tax laws and leverage deductions and credits.
Module 10: Wealth Building and Passive Income
- Identify opportunities to generate passive income streams such as real estate or royalties.
- Explore investment in small businesses or startups as alternative wealth-building options.
Module 11: Estate Planning and Legacy Building
- Plan for the future with wills, trusts, and estate planning tools.
- Establish a legacy plan “so that” your wealth and values are preserved for future generations.
Module 12: Financial Goal Review and Future Planning
- Re-evaluate financial goals, celebrating successes and adjusting strategies as needed.
- Create an ongoing plan for continuous financial growth and security.
Format: Weekly live training, Q&A sessions, and accountability check-ins.
Resources: Workbooks, templates, and unlimited email support
HOW DOES THIS SOUND?
THE RESULTS
(+) A structure to develop a winning financial mindset to overcome money challenges and set meaningful goals.
(+) Understanding how to create and manage budgets for personal and business success.
(+) How to plan for retirement with strategies tailored to your goals and lifestyle.
(+) Peace of mind that comes from creating a sustainable financial growth plan for continued success.
What do you want your financial future to look like in the 1-3-5 years? What are you prepared to do today to make that a reality?
IF YOU’RE READY TO STOP REPEATING THE SAME HABITS AND HOPING FOR A DIFFERENT OUTCOME… IF YOU’RE REALLY READY TO MAKE YOUR MONEY WORK FOR YOU… THEN SIGN UP AND LET’S GET STARTED!
SELECT THE PLAN THAT WORKS FOR YOU:
One Payment
- A Private Session with Patricia
- Weekly Live Training Sessions
- Weekly Live Q&A Sessions
- Unlimited Email Access
- Access to All Recorded Sessions
Payment Plan
- A Private Session with Patricia
- Weekly Live Training Sessions
- Weekly Live Q&A Sessions
- Unlimited Email Access
- Access to All Recorded Sessions
CLASS SCHEDULE:
Hi, I’m Patricia
For the past 25 years, I’ve guided countless individuals and entrepreneurs through the challenges of managing their money and growing a business. I understand how frustrating it can be when, despite your best efforts, you don’t feel like you are making any progress.
Remember, you don’t have to do it all on your own. I developed this program to provide you with a foundation to build your financial confidence and personal wealth. If this sounds like something you want…. sign up and I’ll see you inside!
