Gain awareness of your financial reality and break free from the cycle of overspending.

Identify and overcome money beliefs that hinder your wealth-building journey.

Create a personalized budget strategy and boost your financial confidence.

Unlock Your Wealth Potential with WealthShift

WealthShift is designed for successful professionals who struggle with financial management despite their high earnings. If you find yourself constantly battling financial stress, overwhelmed by money matters, or facing negative consequences due to financial mismanagement, WealthShift is the solution you've been seeking. This course will empower you to break free from harmful money beliefs, gain clarity on your financial situation, and equip you with a personalized budgeting philosophy to secure your financial future.

Course Curriculum

11 Chapters · 51 Lessons

  1. 1

    Welcome!

    1. (Included in full purchase)

      Welcome to WealthShift

    2. What We Get Wrong About Money - Part I Free preview
    3. (Included in full purchase)

      What We Get Wrong About Money - Part II

    4. (Included in full purchase)

      Before we begin...

    5. (Included in full purchase)

      WealthShift: Modules Overview

    6. (Included in full purchase)

      Disclaimers

  2. 2

    Module 1: Assess Your Net Worth & Possibility Quotient (PQ)

    1. (Included in full purchase)

      Module 1 Introduction

    2. (Included in full purchase)

      Module 1 Materials

    3. (Included in full purchase)

      Your Net Worth & Possibility Quotient (PQ)

    4. (Included in full purchase)

      What are Assets & Liabilities?

    5. (Included in full purchase)

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

    6. (Included in full purchase)

      Calculating Your Net Worth

    7. (Included in full purchase)

      Possibility Quotient (PQ)

    8. (Included in full purchase)

      Building Your Dynamic Budget

    9. (Included in full purchase)

      Personal Banking Flow Chart

    10. (Included in full purchase)

      Pay Yourself First!

    11. (Included in full purchase)

      Unpredictable Income? Try an Ebbs & Flows Account

    12. (Included in full purchase)

      Spending and Values Alignment

  3. 3

    Module 2: Identify Your BLUF

    1. (Included in full purchase)

      Module 2 Introduction

    2. (Included in full purchase)

      Module 2 Materials

    3. (Included in full purchase)

      Identifying Your #1 Financial BLUF

  4. 4

    Module 3: Understand Your Debt Tolerance and Philosophy

    1. (Included in full purchase)

      Module 3 Introduction

    2. (Included in full purchase)

      Module 3 Materials

    3. (Included in full purchase)

      Three Debt Principles

    4. (Included in full purchase)

      Red Light Debt vs. Yellow Light Debt

    5. (Included in full purchase)

      Debt Exercise: Your Debt Tolerance and Philosophy

  5. 5

    Module 4: Identify Your Money Triggers

    1. (Included in full purchase)

      Module 4 Introduction

    2. (Included in full purchase)

      Module 4 Materials

    3. (Included in full purchase)

      Your Money Memories - Part I

    4. (Included in full purchase)

      Your Money Memories - Part II

  6. 6

    Module 5: Clarify Your WHY

    1. (Included in full purchase)

      Module 5 Introduction

    2. (Included in full purchase)

      Module 5 Materials

    3. (Included in full purchase)

      The WHY Pyramid Framework

  7. 7

    Module 6: Rethink Your Environment

    1. (Included in full purchase)

      Module 6 Introduction

    2. (Included in full purchase)

      Module 6 Materials

    3. (Included in full purchase)

      Environment Evaluation - Part I

    4. (Included in full purchase)

      Environment Evaluation - Part II

    5. (Included in full purchase)

      Building your Fi-Tribe

  8. 8

    Module 6.5 (BONUS): The Magic of Wealth - Investing Basics

    1. (Included in full purchase)

      Module 6.5 Introduction

    2. (Included in full purchase)

      My Investing Story

    3. (Included in full purchase)

      Part I: The Mindset of Wealth Building

    4. (Included in full purchase)

      Investing Basics - Download PDF Now!

    5. (Included in full purchase)

      Banking Flow Chart - Download PDF Now!

    6. (Included in full purchase)

      Part II: The Nuts & Bolts of Wealth Building

  9. 9

    Module 7: Bring The Pieces Together. Chart Your Path.

    1. (Included in full purchase)

      Module 7 Introduction

    2. (Included in full purchase)

      Module 7 Materials

    3. (Included in full purchase)

      Build Your Legacy Exercise

  10. 10

    Additional Resources

    1. (Included in full purchase)

      Congratulations!

    2. (Included in full purchase)

      Final Thoughts, Tips & Advice

  11. 11

    Next steps

    1. (Included in full purchase)

      Stay In Touch!

    2. (Included in full purchase)

      A Final Survey

Take Control of Your Wealth Journey

Enroll in WealthShift today and pave the way for a financially secure tomorrow.

$197.00

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