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Get on track to reach your financial goals now!

This unbiased and easy to understand course takes the mystery and intimidation out of investing and provides the information that will allow you to feel confident and empowered about your money.

Now you can escape that feeling of uncertainty and vagueness around your wealth management by learning the basics that will put you at ease to become a more capable and informed investor, whether you choose to self manage your money or hire a financial advisor to handle it for you.

Do any of the following sound familiar?

• You felt utter pain over how much the value of your wealth declined during the last market drop, and that pain has left you fearful about investing?
• You have been meaning to become more involved with your investing for years, but you just don’t know where to start and never seem to get around to it?
• You have a constant nagging feeling that one day you will need to take over your financial management (maybe during a crisis) that a family member currently handles, but you keep delaying involvement?
• You know that you could get better returns if you invested your money, but you keep it in the bank because you don’t know anything about investing and it feels safe there (although after inflation it is likely losing money each year)?
• You have been unhappy with the results you have gotten from your financial advisor, but you don’t feel you have the confidence or knowledge to interview and evaluate someone to replace him, or you don’t want to hurt his feelings (especially if he is a friend)?
• You have different accounts and the thought of getting an organized structured plan for all of them seems too overwhelming because you are not exactly sure how and where each one is invested?
• You have been told that you just have to ride out the market swings but for the past ten years you have done that and made very little return on your investments (if you did not sell near the bottom and buy back in near the top, which means you had huge losses)?
• You know you are probably spending a lot more than you should on investment fees, and even though your returns have not been good, you at least trust your advisor not to steal your money?
• Where is your money anyway and how can you get it if you need it?

 

What do all of these concerns have in common? They all point toward the ability to oversee your money from a place of knowledge and confidence. More importantly, they point to learning how to invest your money in a way that leads to the life that you want for yourself and your family; a life that gives you financial security and peace of mind.

You may be thinking some or all of this resonates with you, but you just don’t have time to spend picking stocks or even funds, or you know want to use an advisor to handle all your investing. Being a capable and informed investor doesn’t mean that you must select your own investments; It means that you make a deliberate decision about whether you will invest your money or hire someone to do it, and then take action on that decision from a solid foundation of knowledge and capability. I will take you through a plan that will do just that, and lay the foundation for you to move forward with confidence.

If you are already working with an advisor, then you will walk into the next meeting more comfortable and informed than ever before with a list of questions that you have thought to ask based on your new level of knowledge. If you decide to select your own funds, whether mutual, index or private funds, then your understanding of the types of funds will increase dramatically. And if you have decided that you want to do your own security selection, then you will have a solid foundation before beginning, thereby reducing your learning time. The bottom line is that this information will benefit you and will meet you wherever you are regardless of how involved you want to become with your wealth management.

Why is it so important that you learn the very basics of investing your money?

1. No one else cares about your money as much as you do. If your stock broker, advisor, or mutual fund manager loses your money, he may lose a client; but for you, at best, you would need to lower your lifestyle, and at worst, you could lose your home and your ability to have basic provisions such as food and shelter.
2. No one is responsible for your money but you! Repeat – no one is responsible for your money but you! When you use fund managers or financial advisors it can seem like someone else is responsible for your money, but since you are the one who will suffer if your money is gone, then you are the one ultimately responsible for your money, not them.
3. You have probably noticed that if you are going to hire someone to do something, you must have a minimum amount of knowledge to make the best decision about who to hire for the job. This is true whether it is a school to educate your child, or a contractor to build your home. Why in the world would the same not be true for your money?
4. Money is the basis of everything tangible that you have and you provide. Money provides food and shelter, education, family vacations, more time (because you can hire the help you need to free your time) and aid for those in poverty and despair. Is it time to give your wealth management the time it deserves?

 

If you have wanted to create financial goals and begin investing your money, you may have become discouraged or even overwhelmed because you just didn’t know where to start. You may even feel embarrassed because you do not clearly understand the difference between a stock and a bond, and why you would even consider investing in either. Maybe you talked with a financial advisor or read about a fund you thought would be a good investment, but the marketing information they provided about their service or product was full of graphs and data that was not familiar to you. And you may not even be sure what you can reasonably expect from your investment returns anymore, especially given the sheer craziness of the financial markets over the past few years!

This is right where my background really comes in, as I have been there and done that for well over two decades from exactly where you stand – as an investor myself. I have been fortunate enough to have experience with just about every type of financial product and professional, including private money managers, registered financial advisors, stock brokers, hedge fund managers, mutual funds, CPA’s, CFP’s, insurance products, commodity funds, limited partnerships, indexes, etf’s, small business and real estate investing. I have also been an individual investor choosing my own stocks and funds, and continue to personally invest. I have created this beginning course to share with you what I have learned from both my mistakes and my successes, and to help you get on your own financial path of empowerment.

This is not about me trying to get you to buy an investment product or let me manage your money. That is not what I do, and I do not give financial advice; I educate, motivate and inspire you to make your own decisions with confidence and clarity by moving away from the fear of the unknown. I want you to choose a fund or investment from a place of understanding, or I want you to walk into that meeting with your advisor knowing what questions to ask and how to be a competent steward of your money, not walk in with the feeling that your advisor is totally holding your family’s future in his hands because it feels too scary or intimidating to question him.

My unending passion for researching investing methods and strategies has led me to hundreds of books, programs and courses over the years, none of which had all of the answers, but many of which had nuggets of invaluable information.. You don’t to spend years learning, reading and researching, because this program is a culmination of the very best information I found combined with my experience that will take only a few hours to learn. It pulls everything together and gives you the basic knowledge you need to move forward quickly and concisely.

This is the right program for you if you:

• Want to clarify what you want from your money and create a plan to accomplish it
• Have a large or small amount of money that you currently have invested or you want to invest more capably either personally or with an advisor
• Need help in to knowing the outcome you want and can expect from your investments
• Want to understand what makes the value of your investments go up (and down!)
• Want to be aware of the different types of risk and understand how to protect yourself from each one
• Want to have a solid but basic understanding of the different types of investments, such as the difference between stocks and bonds
• Want to learn a simple method to reduce risk and enhance returns that you or your advisor will use
• Want to know which experts everyone needs on their wealth management team
• Want to create good money habits and leave old ones behind
• Want to feel confident in your decision to manage your own money or hire someone for the job
• Want to converse comfortably and capably about investing with anyone
• Would benefit from a simple ongoing plan with a minimum time requirement to keep you in the know about your money and market trends
• Want to see all of your investments in a simple, structured and orderly way so you can easily make decisions and feel in control
• Are seeking to improve the returns you are getting from your investments
• Would benefit from being able to easily compare the past returns from any mutual fund, stock or type of investment
• Want to learn to create a simple stock chart in minutes with a free tool so you can visually see how your investments have done
• Would benefit from some free simple tools that will help you create your long term financial goals
• Want to develop a financially empowering mindset at last

 

You may have the feeling you need to have this information but just do not have the time to learn all of this right now. One of the best things about this course is that you have three options for learning this material, and you can chose the way that best fits into your schedule and your learning style.

First, you can simply download and listen to the course while exercising or commuting. This is my favorite way to learn, although this leads me to the second method for using the course; you can listen to it, but take notes on the topics that you know you will want to re-enforce right away. The third way to learn is the old fashioned way, by reading the print version with a highlighter in hand, preferably curled up in your favorite chair with a cup of tea or coffee! I have made this as easy as possible to fit into your schedule and lifestyle.

To put the cost of this $197 course in perspective, consider that if you have money in a fund or under private management, you are probably spending at least between 1.5% and 2.5% each and every year in expenses. On a $100,000 portfolio, this equates to $1,500 to $2,500 annually; on a $1,000,000 portfolio, it equals $15,000 to $25,000 annually. On the other hand, this course is a one-time expense that will provide you with a life time of value that will enhance your ability around the results you are getting from those investment expenses. Additionally, every time in the future that you have new money to invest or a new product you are considering, you will be able to invest more confidently and capably; you will always have the course material to refer back to when you need it.

Here is what all is included in the course:

• The entire course in print form that you can download and print
• 7 – mp3 audio downloads ( about 5 hours total; 1 audio for each step to make it simple)
• An Investing Guide to take you through each step of the program and make it easy for you to create and implement your plan
• A Homework booklet so that you will get the maximum benefit from the program and be able to use the information for years to come
• A Quiz and Answer guide for each chapter so you can self check to ensure that you have learned the material from each section before moving forward
• An excel spreadsheet with formulas you can use as a template for your own investments
• Risk Check List outlining the 9 types of risk and ways for lowering each type
• Additional handouts to support you in learning the main ideas and concepts in the course

 

Just how does all of this work?

Everything will be available as soon as you sign up for the course so that you can download the course content and begin today. You could literally work your way through the entire course over the next few days, although I recommend one to two steps each week, depending on what works best for you.

The next time your brokerage statement arrives, you will open it with anticipation because you will understand what your investment is doing and you will be prepared to make an empowered change if required. The next time the topic turns to investing at a dinner party or business meeting, you will confidently contribute to that conversation, and the next time the stock market drops you will feel more in control of your money because you learned about what moves the stock market, both up and down, and what your alternatives are for reducing your risk.

It is important to me that you get what you need to become a better financial steward. I know this course has the potential to help you become a more confident investor as long as you participate and complete the materials. But, just in case you don’t agree, you have a full month from the date of purchase for me to fully refund your investment. There aren’t many things in the world of investing that are as risk free as that!

Here are a few more questions you may have.

Q: What does download mean?

A: It is a way to transfer information over the internet. You will follow the directions for downloading which will ask you to click on a link (a phrase or little picture on your computer) you receive. When you do that, the information is transferred (downloaded) to your computer where you can then use it; print it for printed materials, or listen to it for the audios. You can also “download” the course to a hand held device, such as a cell phone, so you can listen to it when you are not at your computer. There will be very good instructions for the download.

Q: Can I take the course without downloading the audio portion?

A: Yes, the course is designed so that you can take the entire course from either the written content or the audio content, but you will need to download the printed material to fully participate in the program..

Q: What if I already use a financial advisor and I do not want to change?

A: That is great; you will know what you need to know to confirm your decision, how to better utilize the services she provides, and have more meaningful and informative meetings with her.

Q: What if I have never taken a downloadable course before?

A: I think this will be the first of many distance learning courses you take once you see how convenient and affordable they are. You should be able to download the material without any problems by following the instructions if you have very basic computer skills and either listen to or read the materials.

Q: What if I do not have time for homework?

A: The homework should not take too much of your time and should greatly enhance your ability to remember the material. Everyone learns differently, and much of the homework is designed for “hands on” learning. Completing the Investing Guide will take a little more time. It is designed to help you really define what you want from your money and the steps you will take to get it. You may take the course without these steps, but you will benefit more if you do them. Alternatively, you can take in the course information, and set a time to complete the Investing Guide at a future date.

Q: What if I do not pass the quiz?

A: The quiz is strictly a way for you to make sure you got the information you needed. I suggest going back over the material and taking it again, or looking up the answers you missed in the content of the course.

Q: My spouse manages our money. Will I benefit from this course?

A: This is one of the best reasons to take this course! First, it will help get you two on the same page to set and reach your financial goals. Second, in the event of an illness or lifestyle change, you will be able to easily step in and take over because you learned during a “normal” time of your life. You will also have the course materials whenever you need a refresher.

Q: What if I do not know how to use Excel for the spreadsheet?

A: You can create a spreadsheet the old fashioned way on paper or with any other accounting software you already know how to use with the format I will give you..

Let’s look again at exactly what you get:

The course in print to be downloaded

• 7 – mp3 audio totaling approximately 5 hours for downloads of the course
• Investing Guide
• Homework booklet
• Quiz and Answer guide
• An excel spreadsheet you can use as a template for your investments
• Risk Check list outlining the 9 types of risk and how to lower each type
• Additional handouts

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$197.00