Awaken the Wealth Within You

WealthShift is a financial transformation program for high-earning real estate agents (income > $200K+) who are stuck building someone else’s version of success while their actual dreams stay “someday.” We address why you’re financially stuck and how three key areas of psychology, performance and mechanics will reshape your relationship with money and what to do to take control of your wealth building journey.

You receive:

  • Lifetime access to the WealthShift™ flagship online course

  • The complete WealthShift™ Roadmap Workbook

  • Downloadable budget & net worth templates to track your progress

Course Curriculum

    1. Welcome to WealthShift

    2. What We Get Wrong About Money - Part I

      FREE PREVIEW

    3. What We Get Wrong About Money - Part II

    4. Before we begin...

    5. WealthShift: Modules Overview

    6. Disclaimers

    1. Module 1 Introduction

    2. Module 1 Materials

    3. Your Net Worth & Possibility Quotient (PQ)

    4. What are Assets & Liabilities?

    5. "But What About....?" - My Take on Collectibles and Luxury Goods

    6. Calculating Your Net Worth

    7. Possibility Quotient (PQ)

    8. Building Your Dynamic Budget

    9. Personal Banking Flow Chart

    10. Pay Yourself First!

    11. Unpredictable Income? Try an Ebbs & Flows Account

    12. Spending and Values Alignment

    1. Module 2 Introduction

    2. Module 2 Materials

    3. Identifying Your #1 Financial BLUF

    1. Module 3 Introduction

    2. Module 3 Materials

    3. Three Debt Principles

    4. Red Light Debt vs. Yellow Light Debt

    5. Debt Exercise: Your Debt Tolerance and Philosophy

    1. Module 4 Introduction

    2. Module 4 Materials

    3. Your Money Memories - Part I

    4. Your Money Memories - Part II

    1. Module 5 Introduction

    2. Module 5 Materials

    3. The WHY Pyramid Framework

About this course

  • $297.00
  • 51 lessons
  • 2.5 hours of video content