Templates

Interactive Topics

Live Q&A

Standard Delivery: Virtual

In-Person Delivery Available

Group Max: 50

Templates

Interactive Topics

Live Q&A

Standard Delivery: Virtual

In-Person Delivery Available

Group Max: 50

Introductory Training

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Author Your Money Story

You don’t lack financial goals. You are bombarded with too many at once. We teach you how to stop being a "character" in a story written by life's distractions and start becoming the Author.

In this session you will learn a unified system of income prioritization on the road to your first million. We’ll pull back the curtain to show you how to filter out the noise, align competing priorities, and drive your resources toward a single, powerful destination. Stop reacting to your bank account and start authoring your future. ~1HR

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Know Your Numbers Audit

Before you can get disciplined, you have to get organized. If you are 'unproductively busy' with binders and apps, you lack the Presence, Effectiveness, and Accessibility required to actually change your financial life.

In this session we identify the 'invisible' obstacles that are draining your capacity. You will learn the 10 critical pillars to financial organization. You will walk away with a high-level assessment of your current financial infrastructure and a clear roadmap to clarity. ~1HR

"These interactive and collaborative trainings were realistic and empowering. They helped me reflect on my habits, build confidence, and walk away with a healthier relationship with money and stronger financial leadership skills."

Training Series ▼

Know Your Numbers Bootcamp

1. Road To Your First Million
Unlock the step-by-step roadmap of the specific actions required to build a repeatable money operating system that makes your first million inevitable ~1.5 HRS

2. Your Starting Line
Calculate your net worth, analyze your credit report, and set meaningful financial goals ~1.5 hours

3. Money Patterns
Analyze past spending and identify gaps ~1.5 hours

4. Spending Strategy
Create a spending plan and structured debt-payoff plan ~1.5 hours

5. The Ultimate Destination
Design a monthly investment plan ~1.5 hours

$teward Your Money Challenge

1. Examine Our Money Experiences
Reflect on experiences shaping your money habits ~2 HRS

2. Maximize & Manage Your Income
Avoid budgeting mistakes and manage income effectively ~2 HRS

3. Supercharge Your Savings
Learn strategic saving habits ~2 HRS

4. Crack The Credit Code
Improve credit and avoid debt traps ~2 HRS

5. Fearless Stock Market Investing
Learn investing fundamentals ~2 HRS

Individual Trainings ▼

Financial Jeopardy

A jeopardy themed game with topics ranging across: budgeting, saving, debt, stock market investing, money mindset & more for participants to compete, discuss and learn. ~ 1.5 HRS

Road To Your First Million

Unlock the step-by-step roadmap of the specific actions required to build a repeatable money operating system that makes your first million inevitable ~ 1.5 HRS

Maximize & Manage Your Income

Avoid the common mistakes people make when budgeting while addressing strategies to manage the money you earn effectively and generate ideas to earn more. ~ 2 HRS

Supercharge Your Savings

Discover the mindset and habits of a financial steward. Learn every day strategic saving strategies. ~ 2 HRS

Examine Our Money Experiences

Reflect on a memorable experience with money. Articulate the ways in which our experiences shape the way we think and interact with money. ~ 2 HRS

Bulletproof Spending Plan

Strategies to maintain control over your money, knowledge of where your money is going, and a spending plan aligned to your goals. ~ 2 HRS

Fearless Stock Market Investing

In this introductory course, discover the cost of not investing, the basic layers of investing and secrets to investing confidently. ~ 2 HRS

Fuel Your F.I.R.E.

Build a personalized approach for financial independence by creating a clear roadmap to your financial freedom. Fearless stock market investing session is required as a prerequisite. ~ 2 HRS

DON’T SEE A TOPIC LISTED?

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Talk less. Build more. Your financial system is waiting.

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