Personal Financial Review

"Wealth Creation comes from Knowing YOUR Starting Point"

"If You Fail to Plan, You are Planning to Fail"

This is one of the fundamental principles of money management and wealth creation that financial advisors teach their clients on day one. It is very easy to do, but it is also easy not to do, and that's why 95% of people will work an entire lifetime and never achieve financial independence.

NOT planning has proven disastrous for many generations...

It is also true that most people spend more time each year planning their family vacation than they do planning their finances. And 80% of divorces, separations, and broken partnerships dissolve because of arguments over money or because of lack of money.

Arguably, the financial system is one of the most important industries to understand as we are all slaves to it on a daily basis as we chase the almighty dollar to help feed ourselves, put a roof over our heads, and fund our lifestyles to the max. Unfortunately, the education system is dramatically failing our students in teaching them the basics, and parents are no better enabled to help fill the gap about money matters.

This brief course is designed for One Purpose - to help you discover where you are now financially and then to help you set some goals for where you want to be in the next 1, 5, 10, and 50 years.

  1. First, you will learn about some critical economic statistics, the macro economy, inflation, global debt, and financial planning in general.
  2. Next, you will download and complete a comprehensive worksheet that will help you better understand your current financial situation in complete detail.
  3. Third, you will receive up to a 2-hour 'live' financial review with your Wealth Coach to discuss the results of your worksheet, set some financial goals, and develop a written action plan to get you there.
  4. And finally, we will recommend which courses to start you on to maximize your learning and set you up for lifetime financial success.

If you need some convincing from another celebrity financial educator, investor, and self-made millionaire, here is what one of our favorites has to say...

And of course ancient wisdom advises that...

Don't be like everyone else and procrastinate about starting your plan. Otherwise, you will end up in the 95% with no hope for a decent retirement.

Remember, clicking on the enroll button is easy to do, but it's also easy not to do! Sooo... what will YOU do?

Get started now!

Your Instructor

James Steele IV
James Steele IV

As a graduate of the University of Calgary, I possess degrees in both Economics (micro & macro) and Commerce (specializing in Finance and Management Science.)

I began a financial planning career in 1992 and served hundreds of clients over the next 5 years. I moved on to the private equity markets where, as VP Finance, I successfully helped raise venture capital for a very unique sports-related training device. Since 1998, I have run several businesses in marketing, branding, fitness, and multimedia.

Since 2002, Trilogy Promotions Inc. has been dedicated to providing these services all under one roof through three distinct business brands: Asset Pro, The Wealth Coaches, and ThoughtWurx.

In 2011, I returned to the private equity markets and now coach clients on the fundamentals of money, wealth creation, demographics, wealth cycles, currencies, commodities, small business development, estate planning, asset protection, and income diversification.

As a Wealth, Health, and Business Development coach, I endeavor to educate my clients in the two fundamental areas of Wealth and Health, with a focus on business development in many areas.

Once educated on the fundamentals of the due diligence process, I help clients create and manage wealth, and protect it from the ravages of inflation, taxes, and the volatile nature of the financial markets.

I am a strong advocate of optimal health and I am proud to use my extensive fitness industry experience to promote the national “90 Day Challenge” platform to foster better dietary and exercise habits for my clients, their families, and their fellow employees.

For businesses, I also seek out new projects; perform detailed needs analysis regarding my client's media marketing strategy; and design multimedia video & TV-ready presentations to help my clients put their best faces forward.

I utilize a variety of publications & social media platforms to showcase unique businesses. In developing a cohesive marketing and branding strategy, I help clients enhance their brand recognition, and boost sales possibilities through enhanced product & service education.

Frequently Asked Questions

When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 7 days and we will give you a full refund.