Introduction

Welcome to the foundational course of The Wealth Coaches | Wealth Academy called the Personal Financial Review. This is the first step of our 3-Step program to help you begin your journey down the road to financial success.

What You'll Learn in this Course

In this course, we will first enlighten you to the financial realties most people face and will describe the various Threats to Your Wealth such as debt, inflation, and taxes. We will talk about financial crises, what it will take to retire in comfort, the realities of demographics, and much more. You will take a financial quiz that will Test Your Knowledge to see where your strengths and weaknesses lie, and you will then complete a Personal Financial Review spreadsheet that itemizes your income, expenses, assets, liabilities, debt levels, insurance coverages, and your financial goals.

Once completed and submitted to your coach, you will receive a personal & confidential 2-hour live coaching session (a $200 value) to review your results. This can either be in-person, by phone, or by video screen-sharing conference, depending on where you live. Based on those results, you will be provided with a Next Steps action plan to get you started on your roadmap to success. Finally, we enclose some Money Mastery Tips and give you VIP access to some preferred services to help you start saving money right away.


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