Step 3 – Wealth Plan

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The Single Most Important Thing You Must Do To Achieve Financial Freedom

In Just 30 Days You Can Have A Precisely Engineered, Personalized, Step-by-Step Plan That'll Show You The Exact Actions To Take Every Day So Financial Freedom Is Concrete And Realistically Achievable. No More Guessing And No More Doubts. The Only Thing Left To Do Is Complete The Actions.

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You want financial freedom, but how will you get it?

Surprisingly, the answer is simple (even for non-financial-experts) when you understand how the process works.

I call it a "wealth plan", but that name doesn't describe it well.

The problem becomes obvious when you realize that after 19 years of coaching people to financial independence not one client has ever come to me looking for this "wealth plan" (even though it's the proven answer to your financial questions and concerns.)

Like most people, you probably believe "planning" is something you pay your broker or financial advisor to do for you. You hire an expert for a fee and they deliver a document with the label “Investment Plan” or “Financial Plan”.

Or maybe you have some general idea that it’s already taken care of because you fund retirement accounts, save when you can, and assume it will all work out.

The reality is you've already "been there-done that" with these conventional planning approaches, yet you still feel some uncertainty about how to achieve your financial goals, and whether or not you'll really have enough money to do what you want to do.

  • Financial independence before you're too old to enjoy it.
  • Stay home with the new baby so you don't have to go back to work.
  • Pay for the kid's college without going into debt or sacrificing retirement.
  • Switch careers to something more fulfilling, but less lucrative.
  • Pursue your entrepreneurial dream without breaking the bank.

Every one of these questions is solved by my unique "wealth planning" process, and it's totally different, and dramatically more effective than the conventional process you might mistake it for.

  • It's about strategically integrating all major aspects of your life to methodically and relentlessly cause your financial independence through the hundreds of decisions you make (and actions you take) every day, week, and month of the year. You can't delegate this wealth plan to your advisor because you can't pay someone to live your life for you.
  • It includes all asset classes (real estate, business, and paper assets), and isn't just about buying some recommended mutual funds, stocks, or other financial product that your advisor can sell you.
  • It integrates your personal life with your financial life into a holistic solution based on your unique skills, resources, and interests, because your personal financial goal is about much more than just money.
  • It includes an advanced planning framework built on an entirely different set of principles producing bigger results much faster than conventional financial planning can provide.

In fact, getting this wealth plan right is so critically important to making sure you reach your most important financial goal that it's the first thing I do with every new coaching client. It's the make-or-break starting point that determines whether your financial efforts will be wasted, or rewarded.

Yes, it's that significant.

Here's the rub... engineering a personalized, written, wealth plan is the single most important step to achieving financial freedom because the alternative is wasted effort every day, inefficient resource use, and high risk of failure. This is just common sense, and the alternative is irrational. Why would you do any different?

Yet, isn’t it amazing that most people spend more time planning their family vacation than planning their future wealth?

Everyone knows their vacation won’t happen unless it's all planned in advance with flight and room reservations. It’s pretty obvious. But few people realize how your wealth won’t grow unless you make similar reservations of your time and financial resources.

Think about it this way–you would never consider building a house without first having an architect design and blueprint the entire structure. You need to know how all the parts fit together and the strategic order to build them in before that first board is cut or nail is driven. Anything less would cause a haphazard result and wasted effort.

Well, financial independence works the exact same way.

You need a blueprint with step-by-step instructions that carefully engineers your daily actions into a strategic order so everything fits together efficiently. It must be uniquely designed to fit your skills, resources, financial needs, and abilities or it won’t work.

When designed properly, your plan becomes the bridge between your situation today and your financial dreams for tomorrow. When that plan is real, then your dreams become real. The only thing left to do is complete the actions required. It makes the whole journey to financial freedom so much easier.

The disturbing truth is every day you live without this blueprint guiding your decisions decreases the odds of achieving your financial goals. It puts you just a little further away making it harder to reach.

If you want financial freedom in this lifetime then the next few minutes reading how all this fits together should be time well spent...

I Almost Missed How Important This Is (and why you shouldn’t).

Photo of Todd Tresidder

My approach to designing a wealth plan has always been different from the mainstream. Surprisingly, I had no idea my approach was unusual.

It all seemed common sense to me, and I assumed everyone approached their financial goals the same way – scientifically, precisely engineered, rationally.

In fact, from the earliest days of my coaching, I’ve been teaching my clients the same methods I’ll teach you in this course, which is the same thing I did for my own life 30 years earlier.

The reason I did it this way is because it worked. It was logical. In fact, it’ll probably seem like a no-brainer when you see how it’s put together.

That’s why I was blindsided when I took a marketing class and one of the early assignments was to interview current and former coaching clients to ask them what they most valued about working with me.

I was shocked by the results…

Clients I hadn’t spoken with for years told me how they were still methodically working from the same wealth plans we had created years earlier, and continuing to produce enviable results.

Most surprising was how nearly every client told me they’d never seen anything like their wealth plan anywhere else before. They shared stories of showing it to family and friends and none of them had ever seen anything like it before either.

I could not believe it!

I was so close to the process, zeroed in on what I thought everyone else already knew, that I couldn’t see what was amazing about it, or why these clients reacted with such energy.

What was obvious to me (and my clients, once they saw it) was not common practice. In fact, it was quite unusual.

These clients had a tool that none of their friends or family had, and they were methodically achieving their financial goals in a way that their friends and family couldn’t.

They had access to a powerful tool anyone can wield, but few understood how to actualize into life.

I began to realize that most people confused a properly designed wealth plan with things like bank accounts or investment plans created by brokers and advisors.

They couldn’t see how to design their entire life as a way to achieve their financial goals, and their results showed. But your life can be different…

Why Traditional Wealth Plans Are Misleading…

It’s an all too common scenario.

You’re sitting across the desk from your financial planner.

He asks a few questions about your income, expenses, and rattles something off about your risk tolerance.

Then he plunks the info into his computer and prints out a beautifully manicured document with pretty pie charts and colored graphs that magically identifies the exact asset allocation you need to create your financial utopia (and he just happens to have exclusive access to these investments!).

Supposedly it’s your wealth plan, but there are a few problems…

  • It’s a completely useless document because there is nothing for you to do with it (except send money to your financial planner to buy the investments he recommended) thus you place it on your shelf when you get home, where it collects dust in the periphery of your world.
  • It fails to answer the most essential question in wealth planning – how are you going to create the wealth in the first place?

In other words, essential steps are missing. When you take a deeper look the problems become obvious:

  • It’s not an actual plan to help you build wealth or achieve other financial goals. It assumes you already have money to invest. So what you actually get is a plan for parking the wealth you earned elsewhere (because the real goal of the planner is to sell you financial products…and yes, that includes investments).
  • It’s limiting. The asset portion of the plan typically includes only the paper assets (stocks, bonds, mutual funds) the advisor can sell you. What about real estate, the grossly undervalued tax advantages and income acceleration opportunities from business? What about learning how to manage your expenses, and all the other components that should make up a comprehensive wealth strategy? There's more that must be included than the "pros" are suggesting.
  • It’s mindless because it’s passive. The plan requires no action on your part. It’s completely passive. The only thing you’re supposed to do is give your broker/advisor all the money you earn elsewhere and trust his wise investment allocation abilities that will supposedly make you rich. Just pay his fees and give him money.

The hidden incentives that bias this type of plan should be obvious. But how do you create a comprehensive wealth plan that's not missing essential components and isn't biased by advisor compensation?

The answer is simple. You must do it yourself, and that's what this course helps you accomplish.

The reason you must do it yourself is because you can't pay someone to care more about your money than his own. It's not a conspiracy theory: it's just business common sense. Not only that, most of what creates wealth in the first place can't be sold to you so your advisor has no business model or incentive to help you sort it out.

You can't get your advisor to build your wealth for you, and you can't get your advisor to organize and live your life in a way that makes your financial goals a reality. You must do it yourself.

Sure! Everybody would prefer to delegate this to a "professional", but can you name one important activity in your life – career, kids, relationships, health – where the “proven strategy” doesn’t require active involvement on your part? Of course not! It's never that easy...

So why should something as important as wealth building (or any other important financial goal) be any different?

This is just being realistic. Think about it for a moment.

  • What good is a plan that doesn’t result in your taking action?
  • How complete or useful can a plan be when it ignores 2 out of the 3 available asset classes (real estate and business) for building wealth?
  • How useful is a wealth plan that omits creating wealth in the first place but instead only focuses on investing wealth in a very limited way?

Seriously, if the passive approach worked then people wouldn’t have the financial worries they have.

It simply doesn't add up!

Sure, we all wish someone else would handle this for us. We also wish "8 Minute Abs" actually delivered a beach body in 8 minutes and fast food was nutritious. But that's not reality.

The truth is financial freedom is a big goal that has lasting value. Fast and easy solutions may hold emotional appeal, but that's not how you produce reliable results.

Let's examine how achieving your financial goals really works in practice...

You Need To Know Where To Go And How You Will Get There First
(Only then can you choose the right investment vehicle to take you there).

A complete wealth planning process includes the following four components:

  1. 1Wealth Creation Plan - How you'll create wealth to invest.
  2. 2Wealth Translation Plan - How to translate your wealth efficiently from income into assets.
  3. 3Investment Plan - How you invest the wealth to grow faster than inflation to increase purchasing power.
  4. 4Action Plan - How you make everything above happen, step-by-step.

Notice how the investment plan is only one of four key steps in the entire financial independence plan?

There’s a required series of action steps that must be mapped out in a strategic order before any of the resulting wealth can be invested. The early steps are critically important–yet surprisingly, they’re almost universally ignored.

Another important principle ignored by most wealth plans is the life cycle of building wealth.

As it turns out, there’s a strategic sequence that must be followed to reach your goal as efficiently and quickly as possible.

  • In the first half of the life cycle - the Accumulation Phase - the most important action is maximizing your savings rate as a percent of your income. If you want to minimize the time required to achieve financial independence then focus on your savings rate and all the methods for creating a large spread between income and spending during the early part of the plan.
  • It is only later in the wealth planning life cycle that your net investment return after inflation plays a critical role.
  • In addition, there are more advanced plans based on cash flow and leverage principles taught in Module 5 of the course. This replaces the traditional earn-save-invest asset accumulation strategy with an advanced framework that completely changes how your plan is structured and radically accelerates your financial goals.

What that means is there’s a strategic order in which you want to implement various plans and actions to achieve financial independence depending on your exact life circumstances.

BTW, these aren’t my opinions. These are undeniable math facts. It’s repeatable science based on proven principles.

These principles explain why some postal workers and teachers achieve financial security while certain doctors and lawyers get stuck in financial mediocrity. They explain why some people work hard and end up broke while others exert far less effort and make millions.

In fact, you probably don't have to look far in your community to find evidence of all these principles at work - both positive and negative. That's because this is real. It's all around you in plain site when you know what to look for.

As John Bogle, founder of Vanguard funds, correctly stated,

“The secret is there are no secrets.”

When you take this course you’ll understand how all of this works, and you’ll learn how to put it all into practice for your benefit by formulating your personalized, step-by-step plan to achieve your most important financial goals, including financial independence.

What If You Knew The EXACT Steps You Needed To Take Every Day, Week, Month And Year To Achieve Financial Independence?

Wealth doesn’t require genius, special talents, privilege, or luck.

But it does require an actionable plan based on proven principles that’s organized into strategic steps that will get you results with minimal wasted effort.

In a nutshell, your plan must be…

  • Built on proven formulas that lead to financial success.
  • Financially realistic (i.e. the math must work).
  • Custom fitted to your life, values, goals, skills, and resources so that you can actually implement it.
  • Designed to identify and capitalize on your unique, competitive advantages.
  • Written in language you understand and can work with.
  • Structured to contain all three steps in the Financial Freedom Process – wealth creation, wealth translation, and wealth growth.
  • Include proper representation from the three asset categories – business/career, real estate, and paper assets.
  • Broken down into simple, manageable steps so you know what to do and when to do it so that you actually reach your goal.

Again, it’s intuitively obvious once you see it; yet, if any of these pieces are missing from your plan then your success will be limited, at best.

A Wealth Plan Works Like A Road Map To Drive You Where You Want To Go

Your personal wealth plan must be designed to answer the following three big questions:

  1. 1How am I going to get from where I am financially today to where I want to be in the future?
  2. 2How am I going to make my financial goals fit the life I want to live (versus the other way around)?
  3. 3What is my competitive advantage that can be converted into wealth?

A properly designed wealth plan converts your financial dreams into reality by reverse engineering these life questions into simple, action steps.

I call it “scenario analysis” where we put math behind your life plans to determine the financial result. For example, ask yourself:

  • Should I sell the house or rent it?
  • Can I afford to stay at home with the baby?
  • How can I pay for the kids college and still secure retirement?
  • Can I quit my lucrative career for something more fulfilling?
  • Can I “retire” early with lower savings but earn part-time income?
  • Should I buy dividend stocks or rental real estate?
  • How will my inheritance at age 70 affect things?
  • Should I buy an annuity or self-annuitize?

How are you going to convert the answers to all these questions into a single, comprehensive action plan that will actually work?

It’s much easier than it sounds with the right instruction and tools at the ready...

You will prioritize the issues and engineer numbers behind them in an organized way so you can see how each question impacts cash flows and assets.

Once you have the whole picture engineered properly, then you convert it into action steps arranged sequentially over time making your goals totally achievable.

Your financial goals are converted from a confusing set of complex questions into a concrete action plan that feels tangible and within reach for the first time in your life because you can finally see how all the puzzle pieces fit together.

You see that if you do X, then you will get Y. Coaching clients tell me that after completing their plan, it's the first time in their lives they actually believed they could achieve the goals most important to them (including financial freedom).

They know exactly what to do tomorrow, next week, and next year to make it actually happen. You can feel the exact same way…

What they say about the course

In the two weeks since we joined, my wife and I have not been able to put your material down.

We have already pored over the first 5 modules and we’re blown away by the quality of your content and by your amazing gift for teaching.

We feel like we are getting a first-class education in finance, investing, business, and real estate through this course.

One of the very refreshing aspects to your message is that there are universal truths that apply to all wealth plans, but limitless variety in how to design a plan that aligns with my personal values, goals, talents, and resources.

You’re the real deal, and we are grateful for the opportunity to learn from you.

Brett Chaffer, Grand Rapids, MI.

I thought I only needed investing education. WRONG! This Wealth Plan course has been invaluable to me and is where people need to start because it serves as the foundation for their investing.

So many questions that I didn’t know to ask, are now answered. My husband and I agree this is the best money we’ve ever spent on financial education.

Casey Oesterlein, Redlands CA

I’m only halfway through Module 1, and I’m already blown away by this course!!!

Andy Burton, Canadian living in Portugal

How Do I Know I Need To Take This Course?

  • If you don't know if you have enough money to retire securely, or be financially independent earlier than old, or stay at home with the baby and not return to work, or switch careers to something less lucrative but more fulfilling, or pay for the kids college, or drop from a two income family to a one income family without suffering, or {insert important financial goal here], then this course will show you the answer with total confidence.
  • If you have no plan, or a broker created plan, or just some miscellaneous ideas scratched down in a dusty ledger then this course is an absolute must.
  • If you don’t believe you can achieve your financial goals or aren’t really sure, this step is perfect because it will show you absolutely, positively what you can do and how long it will take given your current resources, skills, and abilities.
  • If the idea of being financially free is an idea stuck in the future and not designed for today, then you must take this course.
  • If you’ve just gone through a major life change (new marriage, divorce, job change, having children, death of a loved one, etc.) and don’t feel confident about your current retirement strategy, then you’ve come to the right place.
  • If you and your spouse argue about money issues then use this course to create a plan together that gets both of you on the same page.
  • If you’ve been taking action that isn't producing the results you want, this course will organize your efforts into a strategic, step-by-step plan so your actions lead to results.
  • If you feel overwhelmed, don’t know where to start, or how to convert it all into digestible, bite-sized actions you can actually accomplish then this course is perfect for you.
  • If you want to know exactly how you will get out of the rat race - in this lifetime - then this course will show you how.
  • If you’re ready to stop talking, stop dreaming, and start committing, then this course is how you put it all together.

However, if you find yourself arguing…

  • But I’m not ready
  • I can’t do that
  • Maybe next year
  • But I need to get “fill-in-the-blank” situation handled first
  • I don’t have the money
  • I don’t have the time

…then you may not be ready and should seriously reconsider your commitment to your financial future.

I can show you how to design your life for financial independence, but I can't make you take action.

The last thing I want is for you to sign up for this course if you're not ready to apply the principles and produce useful results. The success of my students is what I live for, but you have to bring a can-do mindset with the determination to make it happen. I can't do that for you.

Time is the one asset you can never recover. This isn't a trial run. This is your one and only life right now, and there's no sensible reason you should waste another day of it.

Your wealth plan will show you how to use your life wisely to get where you want to go. Everything you need is in this course, but you still have to do the work.

What they say about the course

This course has had the highest rate of payback to investment of any course I have ever taken.

Irwin Blank, Regina, Saskatchewan, Canada

Your course has been so good that it has crystalized what I want, why I want it, and the steps I need to get there. Now I’m just implementing the strategies. Thank you for the care you bring to this course. It has been worth many times more than what I paid to join.

Ricardo Gonzalez, Ellicott City, Maryland

Now You Can Design Your Personalized Plan To Achieve Wealth… In Just Four Weeks

As I said earlier, the whole process is just common sense once you understand it. It works just like a road map to take you from point A to point B.

You figure out where you are now and where you want to end up, then you route a path to get there. Below is a sampling of several modules in the course showing the journey you will travel as we develop your wealth plan together:

  • Defining Your End Goal – You must know where you’re going before you can figure out how to get there. This step is trickier than it looks at first glance because financial freedom is a real number that can’t be faked. You must define exactly what financial freedom is for you, and what it isn’t. You can’t just pick a number out of the air. It is real and unique to you. It has meaning and purpose. We must define your goal correctly or you won’t get the desired result.
  • Finding Your Start Place – This is a bit easier. We do this by taking a complete inventory of your current situation.
  • Apply the Ten Tenets Of Smart Wealth Planning – Discover how to put these proven principles of wealth building to work in your plan.
  • Creating the Fastest Route – This is where the fun begins. We develop strategies for moving toward your dream and closing the gap to realized wealth and financial freedom. We organize your plan into 3 specific stages – Wealth Creation, Wealth Translation, and Wealth Growth. We figure out how to exploit your natural born talents and competitive advantages while managing around your weaknesses. We set an appropriate time period to reach your goal.
  • Engineering The Numbers – A plan is just a pipe dream unless the numbers work. We’ll use tools that make this part easy and clearly defined.
  • Supercharging Your Plan - Now that your core plan is created, it's time to brainstorm alternative life scenarios to see what's truly possible in your world and how the numbers change as a result. Principles applied in this stage include different ways to manage longevity risk, alternative applications for leverage, substituting asset classes, reallocating your limited resources for greater impact, passive vs. active investing, speed vs. reliability of the plan, creating bailouts and backstops, cash flow instead of asset accumulation, and much more...
  • Reverse Engineering Action Steps – Now it’s time to convert the entire plan from theory into practice with action steps you implement so you know exactly what you need to do this week, this month, this year, and 5 years from now. Warning! There is a right and wrong way to complete this step. I’ll teach you how to do things the right way.
  • Course Correcting – Once the plan is completed you immediately begin taking action. As you move forward, I’ll show you how to correct and adjust your plan so it’s fluid and evolving with each step you take. It’s a working, living, breathing manual that will never sit on your shelf and collect dust. I’ll show you what potholes to watch out for and how to evolve throughout the process to reach your goal.

Do you see how it’s not rocket science? It’s a very logical process. But the key is getting it done.

And with this course you’ll actually get it done… in 30 days or less.

What You Will Get:

  • You'll receive 8 video learning modules that include audio versions of the lessons and a transcript PDF so you can learn in whatever mode is best for you. The course will be available to you in its entirety right from the beginning so you can go as slow or as fast as you want without a deadline, and you’ll have 24/7 access. You get the entire course up-front and you'll never be asked to pay more to unlock some fictional X-Factor or last step. You can complete the entire process in a very focused few days or at a relaxing pace over a few weeks, whichever you prefer.
  • Each lesson will include homework, relevant resources, and a quick action guide to help you implement the essential learning.
  • You’ll receive written examples of other plans demonstrating how the principles you’ll be learning are applied to help you create your own plan. This means real world examples to help show you the ropes and push you onward to the next step.
  • In addition, I will include weekly office hours to answer your questions and provide personalized attention so you’re never left alone. These office hours will be live coaching and Q&A on a group conference, telephone line with Todd Tresidder, the course creator, so you get direct access. When you compare these office hours with my hourly coaching fees you’ll see how they easily represent more value than the cost of the entire course. Each community call will be recorded so you can participate, or you can hang back and listen later when it's convenient for you. Whatever you prefer.
  • You will walk away with a complete plan to achieve your financial goals and the knowledge you need to implement it. And you’ll get all of this done in four weeks (or less!).
  • The result is you’ll have clear, daily action steps so that you know exactly where to start and what to do next to efficiently and strategically achieve your most important financial goal now. No more confusion or uncertainty.
  • Your plan will be personally tailored to fit your life situation based on your needs, skills, and resources. It is not a cookie-cutter plan. Instead, it's designed to uniquely fit you from start to finish.
  • Your wealth goals will be converted from the question of “if” to the certainty of “when”.
  • You’ll discover new and previously unknown principles behind successful financial planning and how to implement them in your life.
  • You’ll know how to strategically prioritize your action steps for greatest efficiency so that you get the biggest bang for your time, money, and effort.
  • No more uncertainty. The numbers work and you can see exactly how it will all fit together for you. In addition, you’ll have milestones for feedback so you know at all times if you’re on track.
  • And, you’ll get my expert mentoring to help guide you through the process, answer questions in real-time (at least for now because the course will be live instead of just recordings). And because I’m no longer taking individual coaching clients, this is your only opportunity to get me to help you create your financially free future.

Your Investment

Four weeks of your time and a one-time fee of $875.

That means the entire course and all the support “coaching office hours” are priced at little more than one hour of my one-on-one coaching.

Later attendees will pay more, and get less personal attention, so now is the time to lock in your price by clicking the "buy" button below.

What they say about the course

The quality and amount of content in this course was easily 10X what I had anticipated. I usually speed up audio and video by 1.5X-2X to help remove the fluff. Instead, I find myself replaying sections multiple times over to get all of the paradigm shifting knowledge. The most striking result has been the development of what seems to be an internal “BS” filter.

When I talk with peers and advisors I can now filter and check what they say against the wealth systems taught in this course and easily see the flaws. I believe this is due to the fundamentally different way I now view business, career, and wealth.

I have a deep sense of confidence and security in my knowledge of how the “wealth game” works. I can only imagine the compound effect this new-found wisdom will have over the rest of my life.

Patrick Ellis, Seattle WA

Like everyone else in this course, I wish had stumbled upon Todd sooner. I’ve been missing this mentorship my whole life!! Knowing HOW to build wealth has always been elusive to me. I now have the real “Insider’s Toolkit”.

I like the way you say the honest truth in your lessons but allow people to figure things out, in whatever stage we’re at. And the office hours make a big difference in my understanding. I wanted solid wealth-building options that would give me hope beyond traditional paper assets, and now I have them plus I look at my time and resources SO differently.

The longer I take this course, the more I can affirm that this is the best investment in online education I’ve ever made. Truly valuable!

Cat Wong, Honolulu, Hawaii

Before taking Todd’s course, my wealth plan was to ‘make a bunch of money, then invest it’. I understood asset allocation and diversification, but I felt like I was missing something big.

Todd’s wealth planning course is like being unplugged from ‘The Matrix’ of investing, and that’s saying a lot because I have qualifications as a financial planner.

Alex McClafferty Gilbert, Arizona

What You Won’t Get

You won’t get a computer generated investment plan with pretty pie charts and graphs like your broker gives you, only to go unopened for years and take up space on your shelf.

Instead, you get a working, living document in a file format (MS-Word or Apple Pages) you can work hands-on with that not only instructs your daily actions, but it can be regularly revisited and revised as your life changes so that you stay on track, roll with the punches and windfalls, and ultimately reach your financial goals.

Other things you should not expect from this course include:

  • This is not financial-freedom-by-osmosis so expect the course to take some time and effort.
  • No get-rich-quick schemes. This is serious education for serious wealth builders.
  • This is NOT associated with any debt consolidation, credit repair, investment sales, or banking services.
  • No biased advice because of commission incentives. I’m only here to mentor, guide, and educate.
  • There are no up sells, cross sells, back end sales, or other selling gimmicks.
  • You get the exact course promised with the benefits promised.
  • Just straight forward education that works.

Please Don’t Buy This Course If…

  • You have no intention of taking responsibility for your financial future by taking action on your plan.
  • You have massive debt problems (mortgage and other normal debt is fine, just not serious debt problems with creditors pestering you). That's because this course shows you how to accelerate your journey to financial freedom from "getting by" to "getting ahead", but you must already be at least "getting by" or it won't work. It's not a "get out of debt" course. It's a wealth building course.
  • You don’t believe, “If it’s got to be, then it’s up to me.”
  • You don’t want a better life for you and your family.
  • You believe an inheritance will solve everything so you don’t have to do anything.
  • You believe the prosperity fairy will sprinkle magic pixie dust on your future so that all your financial problems solve themselves.
  • You don’t believe you are solely responsible for your financial situation.
  • You think everything will just "work itself out".

Your Next Move...

If you don’t already have a wealth plan that strategically organizes most aspects of your life into step-by-step actions showing you clearly what to do every day, week, month and year to achieve your most important financial goals, whether that's paying for the kids college or financial freedom in X years, then you’re wasting time and money that could be better used to reach your goal.

It takes no more effort to achieve financial freedom than to live with financial mediocrity. The difference is you just have to work smarter, not harder, and this course will show you how. It's about deliberately focusing your efforts in an efficient, logical process to produce results.

We're all given the same 24 hours in a day, but we won't all achieve our financial goals. The difference is this plan.

And this plan will cost you only $875 with your walk-away result being a personalized, written, actionable guide to achieve financial independence (or any other financial goal!)

This is your chance to learn from someone who walked the talk in his own life and has been coaching others on the exact lessons you'll get in this course for 18 years. Everything is fully proven.

Best of all, you're never at risk because you have a 100% money-back guarantee. You can take the entire course, and if you're not happy just ask for a refund. You can't lose.

What they say about the course

I kept feeling like I was missing something to the financial independence game so I started searching other sources and feel truly blessed I found this course. Your teachings have filled in all the gaps.

I now understand the relationship of assets and cash flows as well as the roles of the 3 major asset classes, and I absolutely love the Ultimate Retirement Calculator with its ability to help me make life decisions as they come and plan to rely on it from here out.

My anxiety about this stuff has reduced significantly because of this course, which is fabulous and well worth the price of admission!!

Jeff Guay, Denver CO

This course is substance and has substantial amounts of it. That is astonishing given that much of the industry’s educational material is regurgitated fluff. I really didn’t know how you were going to top what I had already learned because of my extensive self-education in matters of finance, investing, and systems management, and I’m a careful, pencil-in-hand reader.

But your perspective is uniquely encompassing. You have a “philosophical habit of mind,” as John Henry Newman called it, and you’ve applied it to developing wealth and the ends toward which wealth is directed in a way that I have never before encountered.

You escalated my position such that I could see the picture in the puzzle and the relation of the pieces—and I’m astonished not only that I did not see it before, but that nobody else sees and teaches it either.

Several insights of your course have literally given me a sensation of rejoicing and gratitude, which was the last thing I was expecting, and something which you should consider high praise.

Dusty W, Hailey, Idaho

I’m Limiting The First Time Through This Course So Everyone Gets My Personal Attention.

If you’re interested, then I invite you to buy now and welcome you to the journey.

Sure, you may find your way to financial freedom without my planning tools, but why would you want to? That's like driving cross country without a road map.

Read the client testimonials and see how they benefited by applying the same principles you'll be learning.

This plan will reduce waste, increase efficiency, and organize everything you need into strategic action steps. It could introduce you to new concepts about money management that you've never heard of. It’s hard to imagine how it wouldn’t put more money in your pocket than it costs.

And you’ll only get personal attention from me, the course creator.

My 100%, No Risk, Money Back Guarantee

With that said, if you're still feeling a shade of skeptical consumerism, you know, that little voice of doubt in the back of your head telling you not to trust anyone, then hopefully this will put that doubtful voice to rest. I offer a 100% money-back guarantee so that the risk is all mine. You're protected and never at risk.

Either I deliver on the promise described here and you’re totally happy, or you get your money back. Fair is fair.

Because the course is quick and the only limitation I’ve placed on the guarantee is 30 days, that means you get to enjoy the whole enchilada beforehand.

You’re either happy, or you request a refund and pay nothing and get the course to boot.

You can’t lose.

I want this to be a great experience so even if something happens after you make the purchase and now is not the right time, then just grab a refund and you're always welcome to return when the time is right.

Why would I do that? Because I know the course delivers and you’ll love the result. I'm confident and honest about what I offer my clients. I’m willing to stand behind it and take all the risk off your shoulders.

If you've read this far, then the time is probably right...

What About All The Bonuses? Do I Guarantee Results?

Bonuses: There are no bonuses because I’m not going to waste your time with marketing gimmicks. The course is worth many times what you'll pay, and your time is too valuable to waste by stuffing your inbox with a bunch of garbage ebooks and electronic downloads of dubious value. Information overload is a disease that hurts, rather than helps, you achieve success. You don't need more stuff. Instead, you need just the right stuff without any fluff, and that's what this course delivers. You get the promise of the course alone and the results it will produce. That is more than enough value to justify ten times the price without "information overload" marketing gimmicks.

Money Back Guarantee: You get a full 30 day, 100% money back guarantee. Try it out and refund afterword if you’re unhappy for any reason. The risk is 100% on me to deliver as promised. You're never at risk.

Results Guarantee: I don’t offer any results guarantee because I can't guarantee that everyone will take the action to follow their plan. I guarantee the quality of the instruction because I’ve seen what my other course students are doing with the education. It’s fully proven. So please remember that you will get out of this course what you put into it. I offer a royal road to useful knowledge through carefully structured education, but I can’t guarantee how you will use that knowledge, if at all. That is entirely your responsibility.

Answers To Your Most Common Questions:

How does the course work?

It’s a multimedia, self-paced course, with each lesson in video, audio, and PDF transcript so you can learn in whatever format is most convenient for you. The lessons are short (2-5 minutes) so you can conveniently squeeze them in during coffee breaks, commutes, or spare minutes. You can download the audio MP3s and listen on the run, during exercise, on public transport, or while driving your car. If you prefer to read, the transcripts will will be edited (not just raw transcripts) so they read well. You’ll always be able to access your material via course emails or directly through the Financial Mentor training site from any device.

What if I have questions about the material or process?

I don’t want you to feel like I’m just giving you access to this course and then walking away with no ability to reach me for feedback and questions. It’s to everyone’s advantage that I include weekly office hours for live Q&A, on a group telephone conference line, to get your feedback and answer your questions. It helps me improve the quality of the education and it keeps you from getting stuck or frustrated. In addition to having live access to me, I’ve added a private Facebook group to mastermind among like-minded achievers. You get both support venues so you can use either, or both. Whatever works best for you.

Is this course live?

This is NOT a live presentation. It’s an online video and audio course you can take at your own pace. Each lesson is 100% content from me (you'll hear my voice in the recording) as I walk you through each step of the process. It comes with lifetime access so the strategies and tactics in the course will always be available to you, ready whenever you need them. With that said, the first 2 groups that pioneer this learning format with me will get personal access and instruction from me that future students won’t benefit from.

How much time will it take?

The course is designed to take four weeks to complete so the office hours and Facebook support will be coordinated with that pace. Each lesson in the course is designed to take 5-20 minutes to complete so you can conveniently squeeze them in during coffee breaks, lunch hour, commutes, or whenever convenient. You can go as fast or as slow as you want. You can download the material and work through it on your phone or laptop. You can read the transcripts or listen to the audio while commuting or exercising. Whatever is easiest for you.

Do I have to complete the Step 1 and/or Step 2 course before taking this course?

No. Each course stands alone. There is no prerequisite. In fact, I seriously considered making this course Step 1 because the material taught is where I start with every new coaching client. That’s because there’s no efficient or strategic way to pursue financial freedom without completing this course first. It’s the foundation that you build on. With that said, you won't need to buy the other courses to take action on this one. Each course is a stand alone solution to a specific problem. There are no upsells. It's the whole enchilada.

What if I fall behind or miss a call?

Don’t worry. The course comes with lifetime access so you can take a break if you are out of town or on vacation or just get temporarily swamped. Interruptions happen, and everything is recorded so you have access 24/7 at your convenience. If you need to take a break, that’s no problem. You can “resume” your learning any time you want. It will always be there and waiting when you’re ready.

Why should I buy your course with all the free stuff out there?

I’ve been developing wealth plans for coaching clients for nearly two decades. This is original material. It’s not the same thing as all the free stuff out there. In addition, you’re paying for the royal road to this knowledge. No wasted time. No dead-end paths. No nonsense. Just an actionable, step-by-step plan. Think about it, what is your time worth? What is it worth for you to get the results you want now instead of later? In all likelihood, the cost to delay this opportunity will greatly exceed the few hundred bucks required to take action now. The time value of the results should be more than enough to justify the price (not to mention the value of your time saved learning). Again, you can always refund if I’m wrong so you’re never at risk.

I think I may be too busy to take your course. Maybe later…

I get that you’re busy, but nobody is THAT busy. Seriously, you either have a plan or you don’t. If you don’t, then you’re essentially saying all the other stuff you spend your time on right now is more important than financial freedom to the quality of your life? That makes no sense! Turn off the tube at night, or wake up one hour earlier each day. Squeeze the lessons in on work breaks or during your commute. If you’re committed, then you’ll find the time and get it done. You aren’t going to achieve your financial goals until you prioritize making them happen. It’s just that simple. There's no time better than right now because the sooner you start, the more time you'll have to enjoy the benefits and watch your wealth compound.

Do you have a money-back guarantee on your course?

I only want happy clients. If you’re dissatisfied or just change your mind anytime in the first 30 days, simply let me know and you’ll receive a 100% refund.

Does this work for international students or is it for U.S. investors only?

The principles for designing a wealth plan know no borders and neither does this course. Close to half my students are international and I’ve never received a complaint about U.S. centric issues. Sure, the currency unit and few details may be U.S. centric, but the course is 100% applicable with minimal adjustment for international students.

Do I have to complete the course in 30 days, or can I take longer?

You can set whatever pace is comfortable for you. Everything is designed for an intensive 30 day learning period so you can get results fast, but you can take as long as you want.

Can you give me a behind the scenes look inside the course?

Absolutely! Here is a screencast from inside the course and a couple sample lessons.



Ready to get started?

Each Day Spent Without an Actionable Wealth Plan is Another Opportunity Wasted And Another Delay To Your Financial Freedom

The decision is simple.

If you don’t have a wealth plan already, then you need one to reliably attain your goal of financial freedom. It’s not an idea to put off until some mythical day in the future: you must stop the dreaming and start committing or you won’t produce the result.

If the voice inside your head is arguing how you don’t have the time, or the money, or you’re not ready, or can’t do it right now, then cram that voice in the garbage can and commit to making it happen now before you waste another year without a plan that efficiently governs your actions and produces valuable results.

By “wealth plan”, I’m talking about a written system or road map that you refer to regularly and work from to strategically direct your financial and business activities so that you achieve your financial goals on schedule.

  • When you get the “wealth plan” right, the only thing left to do is take action.
  • Are you going to take action, or are you going to kick the can down the road and delay everything?
  • You have absolutely nothing to lose by taking the course right now because it’s backed by a 100% money-back guarantee.
  • Smart wealth builders know that financial decisions are determined by risk vs. reward relationships.

Taking this course is zero risk and high potential reward. I made this decision easy.

Let’s get started…

What they say about the course

This is truly the best investment in education that I have ever made, Mr. Tresidder. To me, it teaches every aspect of life… from personal development to life’s fulfillment.

The organization, the content, the tools, the homework, the flow… just so simple yet very deep.

I am so happy that I am taking this course. It’s a lifetime financial compass. Thanks!

Linda Kuo, Berkeley, CA