Personal Financial Education and Coaching

These Coaching / Educational Programs will help you to accomplish many times your normal results, and to be assured of personal success.
From Dream to Reality – The PowerSpending Formula
PROBLEM HABITS DESCRIPTION TRANSFORMING
OUTCOMES
14 weeks
Introduction to
Managing Cash
Knowing that a change is needed; Exploring but unsure about which direction to take A program guides using a series of weekly emails and videos over a period of 14 weeks. Designed for individuals who want to move at their own pace and gradually create a change in their financial circumstance. Cash management system that is goal-directed, and establishes a finance structure to create wealth.
Module 1
A View of
Reality
Lack of Fulfillment; Dissatisfied with job and career; Not moving ahead; too much debt; overspending. An interview and recording of current personal information, focusing in areas that are dominant and essential to restoring balance in your life. Determine current spending pattern; Identify strengths and weaknesses in four domains.
Module 2
Vision/Goal/
Planning
Training
Need a Life change. Time to move to the next level. Not using my money wisely. Poor health habits; Missed education and training opportunities A guide to complete a vision/goal statement (3-5 yrs), and estimate the amount of needed resources (time, energy, and money). Goals to match the Four-Bucket Cash Management System. Plan, and financing, steps to achieve goal. Customized V/G/P; Increased productivity; Improved cash flow.
Module 3
BucketBank
Training
Use credit for routine expenses. Overspending; Pay bills late or minimal payment; High Bandit costs: late fees, overdrafts, penalties, etc Organize cash flow for immediate control. Setup account for targeted spending, arrange for AWD among the accounts, generate an expense reduction plan, and a plan to increase revenue Rapid control and organization of cashflow; Controlled expenses, multiple increase in cashflow, Better reserve
Module 4
PowerSpending
Training
No passive income; Only One revenue stream; Failure to negotiate, or monitor interest cost; No interest, debt, tax reduction or management plan, Revenue increase plan Full execution of PowerSpending strategy which channels your cashflow toward your goal. Write working goals for each of the 4 spending categories, setup subcategories in each main category Expansion of cash flow from increased income and decreased expenses, focused spending towards goal
Module 5
Wealth
Creation
Training
Net worth <$150,000; Unaware of fiduciary responsibility; No passive income; Only One revenue stream; No financial goal; No plan; Large bank balance(s) Review of vision/goal statement (3-5 yrs), estimate the amount of needed resources: time, energy, finance; and working goals for each of the 4 spending categories, Explore investments consistent with goals. Explore opportunities for investing, Business creation, Increase passive income long-term, Effective management of Reserve account Proposal for success; Seed capital for investment and increased cash flow; Better reserve, Increased net worth, better retention of earned income
Module 6
Better Health
Made E Z
Low energy and fatigue; Health risk factors; Poor health habits; Not enough time in the day Review of vision/goal statement (3-5 yrs), estimate the amount of needed resources: time, energy, finance. Select health activity that protects and enhances towards optimal health Weight management, better adjustment to stress, improved biological markers, better lifestyle
COACHING PROGRAMS-PRICE MATRIX
Quick Start MYHEALTH Basic Standard Premium
14 weeks
Introduction to
Managing Cash
Module 1
A View of
Reality
Module 2
Vision
Goal/
Planning
Module 3
BucketBank
Training
Module 4
PowerSpending
Training
Module 5
Wealth
Creation
Training
Module 6
Better Health
Made E Z
120 Minutes
Personal
Coaching or 4
individual
sessions
Price $197
$497
$997
$1,499
$1,997

Can you relate to any of the following?

  1. Living from paycheck to paycheck
  2. Not enough money to pay bills
  3. Not getting ahead despite increases in income
  4. Too much debt
  5. Too much spending
  6. Not enough money to invest
  7. Would like to give or share more
  8. Income exceeds $ 50k, but my net worth is less than $ 250k
  9. My career is going nowhere
  10. major expenses waiting for me in the not too distant future

If you can say yes to any of the above and are not actively working on a Plan, you must start now changing your course of action.

Good news you can have a breakthrough and feel excited, and hopeful, with increased self-confidence. Use the “Simple Way” to overcome these challenges by choosing the right coaching program above

Take a moment and fill out the short application below and sign up for a complimentary Client interview. This is an opportunity to find the best fit for you. Each day that ends without a reasonable plan to change your financial situation, cost you a significant amount of money that be cannot recover.

So act now!!!

Can you relate to any of the following?

Start now by completing this short form for a complimentary interview.

*
*
*
Please wait...