Courses
Are you ready to take the first step of your wealth expedition?
Whether you’re just starting out or well into your career…
Whether you’re buried in debt, seeking a higher paying job, or already the possessor of a small fortune…
These courses will walk you step-by-step through the process of rising from ground zero to an extraordinary level of wealth.
And you can do that without sacrificing the other important things in life. Wealth, as I define it, is a combination of flexibility, time, purpose and money. These are the 4 Pillars of Wealth.
Here’s the great news: you don’t have to wait until retirement to achieve these!
In fact, this entire wealth expedition can take place relatively quickly, depending on your starting point and degree of dedication. All you need to do is follow the script!
The full wealth expedition is taught in detail across two in-depth courses.
This course is especially designed for those who are seeking to:
Create a value-driven budget
Eliminate debt
Improve their work and salary
Super-save for retirement
Free up their time
Maximize their money-making abilities through entrepreneurship
Advanced Investing (Coming March 2025)
This course is especially designed for those who are seeking to:
Learn how to create a portfolio customized to your goals and situation.
Learn how to manage downside risk.
Learn how to adjust risk depending on where you are on your wealth expedition.
This can be the day you launch your own personal wealth expedition.
Combining 12 years of experience in the financial industry with 7 years of financial education at university and the CFA Institute, I share my best insights into how anyone, regardless of background or circumstances, can take finances into their own hands and build the life of their dreams using solid and timeless principles.
So here’s the question.
Do you sense the call to adventure?
Do you dare answer that call?
Will you embark on your own personal wealth expedition?
