Pathway to Financial Freedom Program
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Course Info
About Course
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Do you want to achieve financial freedom? Do you desire a solid understanding of personal finance but don't want the sales pitch that is typically associated with the process? Maybe you have not been able to find the help you need because you are just starting out and don't have the income or assets to attract the proper expertise. If any of this rings true for you, then this course is for you!

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I provide an unbiased, comprehensive ...

Do you want to achieve financial freedom? Do you desire a solid understanding of personal finance but don't want the sales pitch that is typically associated with the process? Maybe you have not been able to find the help you need because you are just starting out and don't have the income or assets to attract the proper expertise. If any of this rings true for you, then this course is for you!

I provide an unbiased, comprehensive approach that will educate and empower you! You will learn what you need to know regarding personal finance, based upon my experience, education, and credentials. My sole objective is to prepare you to successfully manage any personal finance challenge you will face in life and position you to implement solutions on your own or effectively select and engage professionals who can help you. You will be in control of your financial future!

This full course is a holistic approach to Personal Finance and includes 5 modules encompassing 12 sessions, each lasting between 15-30 minutes in length. The sessions are complemented by a Guidebook with Thought Activities that will help you better understand the concepts and create your own mini financial plan in the process.

The course contains the knowledge and action steps you need to get your financial house in order. Upon completion, you will have created your own plan for achieving financial freedom and be empowered to implement it on your own or in conjunction with other professionals.

I am ready to "pass the torch" of knowledge and experience on to you! It has worked for me and my family - I am "living the dream" and so can you!

The full course comes with Guidebook, Thought Activities, Presentation Slides, and full session video lessons.

While the course is self-directed, you may desire one-on-one coaching sessions to help you better understand the material or put it into action. I offer discounted 30-minute or 60-minute sessions using these links to my online calendar:

30 Min. Online Coaching Session
60 Min. Online Coaching Session



What Will I Learn?
  • - Discover what money means to you and its purpose in your life
  • - Create a plan for your cash flow (aka Budget)
  • - Create an investment strategy to help attain your goals while allowing you to "sleep well at night"
  • - Understand the types of insurance and how to identify and cost-effectively purchase the types and amounts you need
  • - Understand how to build a team of qualified professionals to help you implement your plan
Course Curriculum
Welcome to the Program!
Overview of the program, including topics, tips for getting the most from the program, program guidebook, and additional resources
  • Before You Begin – A Few Tips
    04:53
  • Program Guidebook and Additional Resources Sheet
  • Before You Begin – a few assignments
Module 1 – Discover & Declare
This module will explore your current relationship with money, what money means to you, the importance you place on money in your life, and how to distinguish between needs, wants, and wishes. You will develop a new foundational understanding of your relationship with money, leading to more productive money-related behaviors and sincere pursuit of your financial freedom
  • Module 1 – Discover & Declare Slides
  • Session 1 – Discovering What Money Means to You & Your Money Scripts
    21:55
  • Session 2 – Creating & Declaring Your Personal Financial Goals
    09:25
Module 2 – Assess & Assign
In this module, you will assess your current cash flow and assign those hard-earned dollars to more productive money-related jobs. You will learn the "what and why" of living within your means, and creating a plan for your money.
  • Module 2 – Assign & Assign Slides
  • Creating a Plan for Your Money
    24:53
  • Managing Credit & Debt
    33:58
  • Check In
    01:39
Module 3 – Gather & Grow
Module 3 explores the benefits of long-term investing. It covers the various risks associated with investing and how to determine your tolerance for risk. Finally, the module includes the investment options available to you. It outlines how you can create your custom investment portfolio to help you achieve your goals while not exceeding your tolerance for risk.
  • Module 3 – Gather & Grow Slides
  • Session 5 – Foundations of Investing
    27:05
  • Session 6a – Types of Investments / Reasons to Invest
    24:51
  • Session 6b – Creating a Diversified Portfolio
    17:31
  • Session 7a – Costs of Investing / Mutual Funds vs ETFs
    21:47
  • Session 7b – Tracking Your Progress / Getting Started with Investing
    21:10
  • Check In
    00:00
Module 4 – Pinpoint & Protect
Module 4 will help you identify and pinpoint risks you may face in life that could stand in your way of achieving financial freedom. You will learn the role that insurance plays in your life and how it works. You will be able to assess what steps you need to take to help protect your lifetime of earnings, home, auto, and any other significant asset you have. Finally, you will learn how to protect yourself against identity theft
  • Module 4 – Pinpoint & Protect Slides
  • Session 8 – Foundations of Insurance
    15:38
  • Session 9a – Levers of Insurance / Health, Disability, & Property Insurance
    23:47
  • Session 9b – Auto, Umbrella Liability, & Life Insurance / Insurance Buying Tips
    21:42
  • Session 10 – Protecting Against Identity Theft
    18:21
  • Check In
    04:39
Module 5 – Engage & Endure
Module 5 covers the basics of estate planning - what it is, why it should be relevant to you, and how to plan for your estate correctly. The module also outlines how to identify and select members of your professional financial team so that you can effectively finalize your overall financial plan and implement it.
  • Module 5 – Engage & Endure Slides
  • Session 11 – Basics of Estate Planning
    18:14
  • Session 12 – Building Your Professional Financial Team / Final Thoughts
    16:06
  • Final Check In
    01:39
  • Level
    All Levels
  • Certificate
    Certificate of completion
Material Includes
  • - Complete Pathway to Financial Freedom Guidebook
  • - Complete set of program slides
  • - Additional resources to help you identify and select the best options for your personal financial situation
  • - Access to all instructional videos
  • - Preferred pricing for optional one-on-one coaching
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