Wisdom to Wealth Curriculum

  • 2

    Overview of the Wisdom to Wealth E-book

    • Wisdom to Wealth E-book

  • 3

    Overview of the Wisdom to Wealth Financial Journal

    • The Wisdom to Wealth Financial Journal

  • 4

    The Wealth Building Steps

    • First, tell me about you!

    • Overview of The Wealth Building Steps

    • Step 1: Creating Your Whys

    • Step 2: Listing Your Financial Strengths and Weaknesses

    • Step 3: Creating Your Vision

    • Step 4: Identifying Opportunities for Saving

    • Step 4 Continued: The Spending Plan

    • Step 5: Maximizing Income

    • Step 6: Investing

    • Step 7: Gaining Financial Independence

    • Step 7 Continued: Calculating Your FIN

    • Step 8: Creating Your Debt Elimination Plan

    • Step 9: Creating a Plan to Achieve Your Goals

    • Step 9 Continued: Planning Exercises

    • Step 10: Legacy, Giving, and Managing Risk

    • Step 11: Enjoying Life to The Fullest

  • 5

    Bonus Material!!!

    • Bonus Material: Financial Mistakes to Avoid

    • Bonus Material: The Speed Pay Strategy Tool

    • Bonus Material: Retirement Income Calculator

  • 6

    You've made it!

    • Congratulations!

    • How do you feel now?