You only need 3 things to be successful with money
- The right mindset. You have to believe that financial success is possible for you.
- Technical knowledge. For example, you need to know the most efficient way to pay off debt.
- A proven system. You need step by step instructions and support.
Which means you need to answer 3 questions
- How can you change your mindset?
- Where can you learn the technical knowledge?
- Where do you go to adopt a proven system to implement that technical knowledge?
You have 3 options
Option 1: Keep doing what you're doing.
This option is for people who;
- Are Debt free
- Have a fully-funded emergency fund
- Know how much they need to save for retirement
- Know how to get the most out of workplace benefits
- Have a budget that locks in their financial goals
- Are spending money the things they value most in life.
- Are not stressed about money.
Option 2: Hire a financial advisor.
This option is for people who are willing to spend between $2,000-$10,000 per year to fire a financial planner.
Option 3: Learn a proven system to manage money from somebody who has done it, lived it and mastered it and is pretty darn good at it.
That's why I created the 30-Day Blueprint
What’s Inside The Program
- Section overview (1:36)
- The true cost of everything (1) (1:01)
- The true cost of everything (2) (2:56)
- Categorizing your spending (6:45)
- Where to find your expenses (4:28)
- How to read your pay stub (2:29)
- Your hourly take-home pay (4:12)
- Tracking your spending (1) (5:18)
- Tracking your spending (Adding in Cash Receipts) (1:41)
- Reviewing your results (3:44)
- Section wrap up (2:11)
- Overview of this section (0:57)
- How and why to calculate your net worth (4:51)
- Ranking the 7 types of debt from worst to best (9:10)
- Important documents you need on hand before continuing
- How to read your credit card statement (7:33)
- How to read your mortgage & other loan statements (6:15)
- Entering your non-mortgage debt (5:26)
- Entering your Assets (5:10)
- Entering your Mortgage (1:03)
- Your net worth (1:27)
- Overview of this section (1:19)
- Why you need to save for retirement (3:09)
- How much income do you need in retirement? (6:53)
- Government Pension/Benefits
- How much money do you need to save by retirement? (2:35)
- How to ensure you don’t outlive your money (5:46)
- Defined Benefit (DB) pension plans (3:19)
- Defined Contribution (DC) plans (2:49)
- Accounting for any additional income (2:42)
- Checklist before using the retirement calculator
- How much you need to save each month (2:07)
- Getting started with the retirement savings calculator (3:38)
- Scenario 1: If you have no workplace pension or retirement (1:54)
- Scenario 2: If you have a defined contribution retirement plan (3:23)
- Scenario 3: If you have a defined benefit pension plan (3:15)
- Reviewing your results (1:31)
- Investing your retirement savings
- Overview of this section (4:01)
- The two levers of personal finance (2:31)
- Pulling the Income Lever (6:18)
- Solving your budget shortfall with the income lever (5:03)
- Pulling the saving lever (5:54)
- Turning your biggest expenses into cash flow (2:05)
- How house hacking opens up your budget (3:26)
- If all else fails... (5:10)
- How to use this workbook moving forward (4:51)
- Final thoughts (2:48)
Who should take this course?
Those who don't know where to start. If you don't know the first thing about managing money, this course is for you.
People of all income ranges. Whether you make six-figures or not we all have what it takes to achieve our financial goals.
Anyone who is ready to do whatever it takes. If you are sick and tired of the current state of your finances and you are ready and committed to making a positive change, this course is for you.
Who should NOT take this course?
Anyone who is looking to "get rich quick".We ALL have the capacity to achieve financial independence. However, it is a slow process. Don't trust those who offer "easy" solutions. Personal finance is about habits and math, there is no magic solutions.
Those who aren't committed to making a change.'If you are not at the point where you are willing and ready to commit to completely transforming your relationship with money, you may not be ready for this course.
I'm here to answer all your questions
- Send me an email with a question at any time to [email protected] and I will answer it as soon as humanly possible. It will be ME answering the question, not someone from "my team".
- If you are having a problem with the excel workbook I provide you or need additional help I will jump on a video chat with you and will share my screen with you and stay on until we get your problem sorted out.
- You also get access to my private Facebook group with alumni from the course. These people are a fantastic resource.
The true value of this course
- If you don't have at least $100,000 in cash to invest with, most financial advisors will not give you the time of day. They get paid by taking a percentage of the investments they manage for you so if you don't have a ton of money to invest, they won't work with you.
- A "Fee-only" financial advisor could charge you anywhere from $2,000-$5,000.
- Similar courses to this will cost you upwards of $1,000. Literally every "expert" on online courses recommend selling a course for at least $500 and most recommend starting at $1,000.
- My course, only costs $250. I am not a financial planner. I am not a "an online business guru" trying to squeeze every penny I can. I'm just a regular guy who has learned a lot about managing money the hard way. So, I am happy to provide this course for $250.
- I know a lot of people who need this course might have difficulty with paying $250 upfront, that is why I also allow students to pay in installments (see below).