Wealth Course

The Wealth Course provides critical knowledge and a self-paced, step-by-step process to create passive income and achieve financial freedom through investing. The course outlines the formula WE have used to create our own financial freedom through investing. This formula can be applied to any type of investment vehicle or asset class.


What’s Included?

Course Content

In the wealth course, we cover the basics of finance and investing from A to Z. We teach you why an income statement and balance sheet are critical to your financial success and show you how to create your own. We walk you through setting your specific investing goals and projecting your wealth growth timeline with our Elite Wealth and Wellness spreadsheets. We show you the basics of asset classes and the pros and cons of each. We explain internal and external investing strategies so that you can specifically define your own. We explain taxes from an investor perspective. We help you understand the importance of and walk you through setting up an LLC, an investment bank account, and more. We’ll also walk you through the essentials of passive investor due diligence and provide you with an investment riskassessment checklist. We explain the investment process for private placements, what to expect once invested, AND show you how to track your wealth growth along the way.

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