Walk You To Wealth Program: SIMPLE Steps to Wealth!

Personal finance simplified, including saving, investing (e.g., stocks, real estate, cryptocurrency), and more!
What you'll learn
Understand the SIMPLE steps of the Walk You To Wealth program
Learn how to earn more, spend intentionally, pay-off credit card debt, and save
Understand the various types of accounts, investment options (e.g., stocks, bonds, crypto), and how to prioritize your money
Understand the concept of compound interest
Learn how to avoid common missteps and pitfalls, such as lifestyle inflation and active trading
Understand financial myths, life insurance, account security, and alternative investments
Understand the importance of your “Why” and celebrating key milestones on this long journey towards wealth
Requirements
No prior knowledge necessary
Description
The business of personal finance is filled with varying advice, too many options, and terminology that can make your head spin. My goal is to demystify and simplify personal finance.  The Walk You To Wealth method is centered around six SIMPLE steps to wealth:
Save
Invest
Money Babies
Patience
Learn
Enjoy
But what is wealth? According to Merriam-Webster’s dictionary, wealth is defined as an “abundance of valuable material possessions or resources.” I have nothing against this definition or the famed Merriam-Webster, but I think we can do better. My definition of wealth is “choice.” It’s that simple! The more wealth you accumulate the more choices you will have.
After completing the Walk You To Wealth program, you will be able to confidently navigate the world of personal finance without the need for a decoder ring. It will guide you through how to tackle debt, save, spend, and invest, through first-hand experiences, lessons learned, and most importantly, SIMPLE steps that you can take towards a wealthier life.
The program is for anyone who wants to change their relationship with money and learn how to build, maintain, and enjoy wealth.
As a CERTIFIED FINANCIAL PLANNER™, a Certified Public Accountant, and a Personal Financial Specialist, you can be assured that the education I provide is steeped in deep knowledge of personal finance. If you aren’t familiar with these certifications, don’t worry, it just signifies that I passed two difficult tests focused on accounting and more importantly, financial planning. These certifications coupled with my ~20 years of experience in various roles in the financial services industry simply means that my personal financial approach is founded in education as well as experience. More importantly, the Walk You To Wealth Program is an honest, authentic, and SIMPLE approach to wealth.
Are you ready to walk to wealth? Then, let’s go!

Disclaimer: The information in the presentation is provided for your convenience only and is not intended to be treated as financial, investment, tax, or other advice. The information is intended to be educational and is not tailored to the investment needs of any specific individual. It is also not intended to be relied upon as a forecast and is not an offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are those of the author. Reliance upon the guidance and information in this presentation is at the sole discretion of the individual.

Who this course is for:
Anyone who wants to change their relationship with money and learn how to build, maintain, and enjoy wealth

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