About
"Wealth Creation comes from Knowing YOUR Starting Point" NOTE: Currently, this is only a landing page for the course. To access the PAID version of the interactive Excel spreadsheet which includes a 2-hour follow-up consultation, please see the Plans & Pricing page under the Shop tab in the menu above, select one of the Personal Financial Review options, pay the fee, and you will be redirected to the Payment Confirmation page which contains additional instructions and the direct download links to the PDF and Excel versions of the PFR. The FREE PDF version is also available within the Files | Links section of the registered member pages (Login required). Brand NEW!: Our latest offering on the Wealth Academy is for this 3-Step getting started anchor program called "Personal Financial Review". It includes some awesome education, the full PDF and Excel versions of the PFR spreadsheet, a personal 2-hour coaching session (a $200 value) to review your results, AND a FREE Review 1-hour review in one year! BONUS: You will get FREE enrollment in the online course once it's fully published on this site. EXTRA: You will also receive a discount coupon code to attend some of our seminars for FREE. 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 in PDF or Excel, simply email it to the address in the footer of the file and you will be contacted to review the results.
You can also join this program via the mobile app. Go to the app