Complete Financial Wellness
1 Day
·Cohort-based Course
Practical, step-by-step instructions to effortlessly manage your money and make financial decisions and plans with confidence.
Complete Financial Wellness
1 Day
·Cohort-based Course
Practical, step-by-step instructions to effortlessly manage your money and make financial decisions and plans with confidence.
In leading roles at
Course overview
Easily manage your finances and make decisions and plans with confidence.
Complete Financial Wellness is a live online workshop where you will learn exactly what you need to do to effectively manage your finances with very little effort.
This class is not a collection of theories and concepts. You will learn real-world information and leave with a solid understanding of your finances. You will also learn how to use an account structure to put your finances on auto-pilot, build wealth systematically, and have the information you need to make decisions and plans with confidence.
The result is having the information you need to solve your financial issues, build wealth faster, achieve your goals, and live the life you have been working so hard to have.
I have been teaching personal financial management for more than 25 years and will share critical information that's easy to understand, and a way for you to manage your money that is fast to implement and effortless to maintain.
Complete Financial Wellness - Easy to understand, fast to implement, effortless less to maintain.
See you in class!
Who benefits most from this course?
01
Working households who want to eliminate the stress, anxiety, and administrative burden of managing their finances.
02
Professionals who earn a solid income but can't seem to get ahead and want to build wealth consistently and predictably.
03
Commissioned Employees or Business Owners with fluctuating incomes who want a way out of the feast and famine cycle.
What you’ll learn in this course
Why most people are struggling with their finances
- Personal debt is greater than ever and increasing at an alarming rate
- Making ends meet is getting harder each month
- Financial stability seems impossible
- The life we want to live feels unattainable
Why is this happening and how do you protect yourself and your household?
The 3 options available to help you manage your finances and why they aren't working
- Apps
- Financial Literacy
- Financial Planners
With all of these resources, why can't we get our financial house in order?
The 4 things you must know to live your financial life with confidence
- Where your money comes from throughout your life
- Where it's all going
- How to control it
- How to make financial decisions and plans with confidence
The 7 stages of your financial life
- Knowledge
- Insight
- Control
- Plan
- Accumulate
- Deploy
- Distribute
Understanding the stages of your financial life will help you know what to do today to create the tomorrows that you want.
The 3 financial profiles
Financial wealth is having more choices - simple as that. The more financial wealth, the more choices you have.
Learn which financial profile gives you the most choices.
The 5 elements of cashflow
- Income
- Bills
- Spending
- Funds
- Investment Contributions
Understanding these elements and how they work together is critical to having the information you need to create a clear plan and build the life you want.
Cashflow Logistics
- How money enters and exits your life
- How to use an account structure to put your money on autopilot and build wealth systematically.
Bonus Learning - The Math
- Using proper financial management to build wealth 24% faster.
- How to live your life at a 30%-70% discount with one simple decision.
- Take chances, or assure your wealth when you are young? Debunking conventional thought.
- It's just $100 a month payment, or is it?
This course includes
1 interactive live session
Lifetime access to course materials
20 in-depth lessons
Direct access to instructor
3 projects to apply learnings
Guided feedback & reflection
Private community of peers
Course certificate upon completion
Maven Satisfaction Guarantee
This course is backed by Maven’s guarantee. You can receive a full refund within 14 days after the course ends, provided you meet the completion criteria in our refund policy.
Complete Financial Wellness
Course syllabus
Week 1
Oct
12
Complete Financial Wellness
About Complete Financial Wellness - What to expect
Complete Financial Wellness - What you will learn
Post-course
Congratulations! What's next?
Bonus
Real Numbers - Real Math - Real Life
Course schedule
90-Minute Class
Saturday
10am to 11:30 am US Central Time
Meet your instructor
Nader Yassa
CEO of Lifestyle Plan
Nader has held finance and operations leadership roles in several industries including Public Accounting, Consulting, Real Estate, Automotive, Non-Profit, Technology, Manufacturing, and Aviation.
His experience and qualifications include CEO and CFO positions, a Big 4 CPA, Mergers & Acquisitions, post-acquisition integration, international Sarbanes-Oxley implementation, large-scale project management, and integrated financial modeling.
For more than 25 years Nader has provided personal finance coaching, education and services to households and organizations. He personally managed finances for more than 200 families and is passionate about sharing his experience, principles, and methods through Complete Financial Wellness.
His mission is to provide straightforward knowledge and the tools necessary for households to live their financial lives with confidence.
Frequently Asked Questions
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