The Wealth Coaches
"Learn from History; Reap the Rewards!"
Financial Intelligence is the key to your long-term prosperity. We offer a wide range of financial consulting services, business development concepts, tax planning strategies, financial education courses, hard-asset investment solutions, and real business opportunities to help you both learn AND apply the Hidden Strategies and Investment Secrets of the Ultra-Rich.
Who do we serve?
Financial Education is sorely lacking in all facets of society. Families are time-pressured and stressed trying to juggle a job, kids, after-school programs, and paying bills; employers have limited resources to help their financially-distracted and burdened employees with basic financial advice; schools have a mandated curriculum to teach that sadly neglects financial literacy; and independent financial agents and advisors are too busy trying to find new clients to take the time to educate when sales quotas are omnipresent. Let us do the teaching for you.
We serve all demographics from pre-teens to seniors offering cradle-to-grave financial literacy to all age groups.
Financial Literacy is far too important not to take seriously just because you have other life priorities. Why not leave it to us to provide you with well-researched historical financial advice and leading-edge tools that you can utilize all in one platform, starting today?
Upcoming Live Events
Register now to attend one of our upcoming live seminar events near you.
"What's Your Wealth Plan? Or do you even have one?"
In this FREE dynamic two-hour live event, you will learn how to save $6,000/yr in taxes - FOREVER - using this ONE simple strategy.
Register at least 7 days in advance with coupon code EARLYBIRD33. FREE with a completed PFR. See below.
Our Success Formula
The 3-Step Program
Financial freedom does not occur by chance. Rather, it is a result of a lifetime of planned strategic steps and disciplined decisions that collectively move one to the desired objective. The Wealth Coaches offer a unique 3-Step Program to help empower YOU to take charge of your own financial future. Don't leave it in the hands of strangers!
Step 1: Introductory Consultation
"If You Fail to Plan, You are Planning to Fail"
To get to where you want to be in life, you must know your starting point. We begin with the end in mind. We start by understanding where you are now financially, discussing the many financial milestones you want to achieve at various stages of life, and then we help you design and monitor a road map to help get you there in the time frame you desire. As your coach, we serve to guide you along your journey, helping you to acquire the education and resources you need to financially prosper on your own without reliance on third parties who may not always have your best interests in mind.
"If you are not financially independent by the time you are 40 or 50, it doesn’t mean that you are living in the wrong country or at the wrong time, it simply means that you have the wrong plan." - Jim Rohn
Step 2: The Wealth Coaches Academy
The super wealthy think differently than the average person and we help you to emulate their success secrets through education. Our Wealth Coaches Academy is a state-of-the-art online digital training platform that contains 25+ educational courses to help program your mind and heart for financial success. Clients naturally seek to learn about opportunities outside the realm of their advisor. We provide the necessary infrastructure to help bridge the gap in financial literacy.
Our unbiased platform is used by other financial advisors to help educate their clients on traditional financial concepts as well as on topics of interest not typically offered through their own sales channels. An educated client is a loyal and prosperous. We help clients and their advisors to better understand the financial landscape so your regular planning sessions are more productive.
Whether you are 5 or 105, we have a course for you and your family. With 50+ years of our collective experience in wealth management, business, finance, economics, business law, and estate planning poured into each lecture, these creative and engaging self-paced learning courses offer you the unique opportunity to get educated on the financial wealth secrets of billionaires.
Starting with our first course on Financial Literacy for Kids, right through to Retirement at Last!, there are fun and progressive courses for every stage of your life. Whether you are a student in school, work as a 9-5 employee, are an aspiring entrepreneur, or have already retired, lifelong learning is the key to creating a solid financial future and leaving an abundant legacy for your heirs.
Visit our Wealth Academy now to learn more.
"If you think the price of financial education is expensive, wait until you get the bill for financial ignorance!" - Robert Kiyosaki.
Step 3: Investment Options & Business Opportunities
The majority of traditional financial planners, advisors, and clerks at local banks have limited real-world practical business experience or investment knowledge, and are severely restricted in the scope of advice, client educational training they can give, and the types of investments they can recommend or offer. They are also strapped with sales quotas and commission motives that cause inherent conflicts of interest that regulators are constantly monitoring for to help protect consumers. Yet, these same clients often want to learn more about the numerous wealth-generating options, strategies, and opportunities available that are outside the scope of their advisor's mandate.
As independent wealth coaches with years of practical experience understanding that side of the financial advisor relationship, we now offer sound, unbiased, educational e-learning courses and personal advice on all types of asset classes currently offered by typical advisors, as well on hard assets (precious metals, natural fancy colored diamonds, and income-producing real estate) that most advisors know little or nothing about.
Finally, we are able to wrap up your entire financial future with Financial Kevlar (Estate Planning Asset Protection Trusts) so you may protect and keep what you have worked so hard to acquire.
We can also advise, assist with, and recommend many business strategies and opportunities unknown to the typical advisor. We are not limited by the same restrictive hierarchical structures and vested-interest suppliers that large firms are so often beholden to, with shareholder profit as the underlying motive. As solution providers for a fee, our advice is impartial and practical. We simply share the wealth of accumulated financial economics and historical knowledge we have gathered and help you to implement those Wealth Academy strategies that make sense to you as you strive to...
"Learn from History; Reap the Rewards!".
The Wealth Academy
Our impressive line-up of online e-Learning Courses is designed to educate you from childhood to post-retirement, offering you something for every stage of your life, all the while considering your interests and risk tolerance on all matters related to money creation, accumulation, preservation, and risk management.
Our master classes are tailored to each demographic and personality type possible to help everyday families, schools, employers, and financial advisors to acquire the necessary knowledge to prosper in the ever changing complex world of money.
Click the button to visit the academy now.
"Cradle-to-Grave Financial Literacy™" Series
Click a picture below to jump directly to one of our Core learning courses.
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Here is the file to get you started on Step One of your financial transformation.
Personal Financial Review
Download and complete our custom PFR to prepare a snapshot of your current financial picture. The six tabs in the worksheet include Income Statement, Monthly Expenses, Net Worth, Insurance, Debt Reduction, and Budget. Once you have completed the file, email it to the address in the footer of the file and you will be contacted to review the results.
Click the Get Started | FREE Download button below to get the PDF Version from our DropBox page. Then select the Download button at the top right corner and choose Direct Download from the drop-down menu. Save the file to your computer, then open it with any PDF reader to use your old school pen & paper, just like dear old dad taught you.
Want to use the interactive auto-sum Excel version instead? Get it Now (a $200 value - free for our Wealth Academy students).
Brand NEW!: See our latest offering on the Wealth Academy to register for the 3-Step getting started anchor program called "Personal Financial Review". It includes some awesome education, the full Excel version of the PFR spreadsheet, PLUS a personal 2-hour coaching session (a $200 value) to review your results.
BONUS: You will also receive a discount coupon code to attend some of our seminars for FREE.