WealthShift

An American Phenomenon...

Before we begin...

Module 1 Introduction

Module 1 Materials

Your Net Worth & Possibility Quotient (PQ)

What are Assets & Liabilities?

But What About....?

Calculating Your Net Worth

Possibility Quotient (PQ)

Building Your Dynamic Budget

Always Pay Yourself First

Spending and Values Alignment

Module 1 Recap

Module 2 Introduction

Module 2 Materials

Identifying Your #1 Financial BLUF

Module 3 Introduction

Module 3 Materials

Three Debt Principles

Red Light Debt vs. Yellow Light Debt

My Own Debt Philosophy: What Works, What Doesn't!

Debt Exercise: Your Debt Tolerance and Philosophy

Module 4 Introduction

Module 4 Materials

Your Money Memories - Part I

Your Money Memories - Part II

Module 5 Introduction

Module 5 Materials

The WHY Pyramid Framework