Pathway to Financial Freedom Program

  • Total Hour 06h 30m
  • Total Enrolled 49
  • Last Update May 10, 2020


Do you want to achieve financial freedom? Do you desire a solid understanding of personal finance but don’t want the sales pitch that is typically associated with the process? Maybe you have not been able to find the help you need because you are just starting out and don’t have the income or assets to attract the proper expertise. If any of this rings true for you, then this course is for you!

I provide an unbiased, comprehensive approach that will educate and empower you! You will learn what you need to know regarding personal finance, based upon my experience, education, and credentials. My sole objective is to prepare you to successfully manage any personal finance challenge you will face in life and position you to implement solutions on your own or effectively select and engage professionals who can help you. You will be in control of your financial future!

This full course is a holistic approach to Personal Finance and includes 5 modules encompassing 12 sessions, each lasting between 15-30 minutes in length. The sessions are complemented by a Guidebook with Thought Activities that will help you better understand the concepts and create your own mini financial plan in the process.

The course contains the knowledge and action steps you need to get your financial house in order. Upon completion, you will have created your own plan for achieving financial freedom and be empowered to implement it on your own or in conjunction with other professionals.

I am ready to “pass the torch” of knowledge and experience on to you! It has worked for me and my family – I am “living the dream” and so can you!

The full course comes with Guidebook, Thought Activities, Presentation Slides, and full session video lessons.

While the course is self-directed, you may desire one-on-one coaching sessions to help you better understand the material or put it into action. I offer discounted 30-minute or 60-minute sessions using these links to my online calendar:

What Will I Learn?

  • - Discover what money means to you and its purpose in your life
  • - Create a plan for your cash flow (aka Budget)
  • - Create an investment strategy to help attain your goals while allowing you to "sleep well at night"
  • - Understand the types of insurance and how to identify and cost-effectively purchase the types and amounts you need
  • - Understand how to build a team of qualified professionals to help you implement your plan

Topics for this course

26 Lessons06h 30m

Welcome to the Program!

Before You Begin – A Few Tips00:4:53
Program Guidebook and Additional Resources Sheet
Before You Begin – a few assignments

Module 1 – Discover & Declare

Module 2 – Assess & Assign

Module 3 – Gather & Grow

Module 4 – Pinpoint & Protect

Module 5 – Engage & Endure

About the instructors

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Material Includes

  • - Complete Pathway to Financial Freedom Guidebook
  • - Complete set of program slides
  • - Additional resources to help you identify and select the best options for your personal financial situation
  • - Access to all instructional videos
  • - Preferred pricing for optional one-on-one coaching