ALL PRODUCTS
COURSE OUTLINE
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MODULE 0 - START HERE
2 lessons- ON-BOARDING
- MONEY SKILLS AUDIT
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MODULE 1 - MONEY MINDSET
2 lessons- MONEY STORY
- THE COACHING MODEL
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MODULE 2 - RETIREMENT PLANNING
2 lessons- INTRO TO RETIREMENT PLANNING
- RETIREMENT GOALS
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MODULE 3: SAVING & SPENDING
2 lessons- BUDGETING SYSTEM
- DEBT REPAYMENT
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MODULE 4: OPTIMIZE INVESTMENTS
9 lessons- INVESTING FOUNDATIONS
- INVESTMENT INCOME
- PASSIVE INVESTING STRATEGY
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5 STEPS TO INVEST
- STEP #1 - CHOOSE A BROKER
- STEP #2 PICK AN ACCOUNT
- STEP #3: FUND THE ACCOUNT
- STEP #4: BUILD A PORTFOLIO
- STEP #5: SUBMIT AN ORDER
- NORBERT'S GAMBIT
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MODULE 5 - MAXIMIZE INCOME
6 lessons- RETIREMENT PLAN
- RETIREMENT FASTLANE
- FASTLANE: NETWORKING
- FASTLANE: REAL ESTATE
- FASTLANE: STOCK OPTIONS
- FASTLANE: BUSINESS