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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.

Conference Room

The Two Most Important Videos of this Century that You NEED to Watch Now if You want to Protect Your Wealth

How to Get Started

(click the links to jump to these pages)

  1. Click the Login Menu

  2. Select Sign-up

  3. Create a new User Name

  4. Create a New Profile

  5. Update My Account

  6. See Files | Links

  7. Download PFR (see below)

  8. Complete (optional) Social Profile

Ready to purchase
precious metals?

Download, sign, and
return these PDF forms
Submit the digital e-forms
Click for the free preview sections our course, "Why Gold & Silver?" where you will find all the due diligence material you will need to get started learning about and investing in precious metals. 
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NEW: Financial Literacy Crossword Puzzles

Have you tested you financial literacy lately? We have developed a new FREE educational tool to help you gauge your level of financial, business, and economic knowledge using crossword puzzles as a test. We hope you enjoy our fun and engaging way to help you discover what you do and don't know about the world of money. We will be releasing one new issue every week throughout the year so come back often to learn more in the most memorable way possible.  Share our puzzles with others and give the gift of financial literacy. Here is the first puzzle to enjoy.  Click to download and print the PDF.

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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.



Ages 5-105

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All Sizes

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Public or Private



Third Parties

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?

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Featured Products & Services

Live Seminars, Workshops & Webinar Events

Register now to attend one of our upcoming events near you. 


Upcoming Events

  • WHY Gold & Silver?
    WHY Gold & Silver?
    Sun, Jan 29
    Location is shown on the EventBrite page
    Jan 29, 2023, 1:00 p.m. – 4:00 p.m.
    Location is shown on the EventBrite page
    Jan 29, 2023, 1:00 p.m. – 4:00 p.m.
    Location is shown on the EventBrite page
    “If you can’t Hold It… You don’t Really Own It!” In this LIVE in-person seminar, you will learn Why Gold & Silver will be Critical to Your Financial Future.

EventBrite Listings

Click the button to quickly register for any of our upcoming seminars, webinars, and workshops directly on Eventbrite.

Male Speaker

"Who wants to be a Millionaire... in under 20 years?"

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.

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Listen to this section
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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!

Business Meeting

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, we discuss 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 strive 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

Students and Teacher in Classroom

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. The Wealth Coaches Academy is a state-of-the-art, online digital training platform that contains over 35 financial literacy 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 educational gap. 


Our unbiased platform is used by numerous industry professionals 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 both loyal and prosperous. We help clients and their advisors to better understand the financial landscape so that regular planning sessions are more productive. 


Whether you are 5 or 105, we have a course for you and your family. With over 50 years of our collective experience in wealth management, business, finance, economics, business law, and estate planning knowledge 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 to 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 The Wealth 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!"


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 free PDF Version from our OneDrive page. Then select the Download button at the left corner, save the file to your computer, open it with any PDF reader, print it, and then use your old school pen & paper just like dear old dad taught you. 

Want to use the enhanced interactive Excel version instead? Get it Now (a $200 value - free for our Wealth Academy students).

OUR BEST VALUE: Choose the Get Started | Enrol in the PFR button below and receive the Excel version PLUS FREE enrollment in the online course, PLUS a FREE Review in one year!

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. 

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Schedule a Meeting

Use this link to my handy online live booking calendar to schedule a consultation with me for a set time of your choosing.

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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. 

Featured Courses

Click the picture to expand and then click the link within to learn more about this course.

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