Complete Financial Wellness - Introduction

1 Day

·

Cohort-based Course

Get your financial house in order and keep it there effortlessly using three practical steps that always work.

In leading roles at

LifeStylePlan
NHS Solutions
KPMG
AT&T

Last chance to enroll

7

days

15

hours

25

mins

Course overview

Live your financial life with confidence.

Complete Financial Wellness is a live online workshop where you will learn how to build a financial fortress around your household so that your years of hard work and effort builds value for you and your family, not the organizations that collectively spend more than a billion dollars a day teaching you how to spend money on their products and services.


I take the “guru” out of personal financial management and provide practical next steps so that you can solve your financial issues, build wealth faster, achieve your goals, and live the life you have been working so hard to have.


At the end of this session, you will realize how easy it is to once and for all get your financial house in order, put it all on autopilot, and keep it there effortlessly.

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 everyone is struggling with their finances
  • Personal debt is higher 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 family?

The three options available to help you manage your finances and why they aren't working
  • Apps
  • Financial Literacy
  • Financial Planners


All of these resources and we still can't get our financial house in order. Why is that?

The four 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 day-to-day financial decisions and plan for your future with confidence
The seven stages of your financial life

Understanding the stages of your financial life will help you know what to do today to create the tomorrows that you want.

The three financial profiles 

Financial wealth is choices - simple as that. The more financial wealth, the more choices you have.


The financial profile you create will determine your choice level.

The five elements of cashflow
  • Income
  • Bills
  • Spending
  • Funds
  • Investment Contributions


Understanding how these elements all work together will help you create a clear plan to build the life you want.

Cashflow Logistics
  • How money enters and exits your life
  • How to use a bank account structure to put a financial fortress around your household
Bonus Learning
  • How to build wealth 24% faster with proper financial management
  • How to pay 30% to 70% less for purchases with one simple decision

This course includes

1 interactive live session

Lifetime access to course materials

2 in-depth lessons

Direct access to instructor

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.

Course syllabus

Expand all modules
  • Week 1

    Jul 20

    Week dates are set to instructor's time zone

    Events

    • Jul

      20

      Complete Financial Wellness Introduction

      Sat, Jul 20, 3:00 PM - 4:15 PM UTC

    Modules

    • Free preview

      Complete Financial Wellness Introduction

  • Post-Course

    Modules

    • Next Steps

Meet your instructor

Nader Yassa

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, MA, 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 the finances of 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.

A pattern of wavy dots
Join an upcoming cohort

Complete Financial Wellness - Introduction

Cohort 5

$197

Dates

July 20, 2024

Payment Deadline

July 20, 2024

Don't miss out! Enrollment closes in 8 days

|

Bulk purchases

A live cohort course made for you

A live cohort course made for you

Interactive active learning

This course builds on live workshops and hands-on projects

Get answers to your questions

Nader will personally help you with every question you have (and you'll have many)

Only 25 people in each cohort

Join a community of like-minded people who want to learn and grow alongside you

Frequently Asked Questions

If the course live or pre-recorded?
What happens if I can’t make a live session?
How much time will it take?
Can I ask questions?
Do you sell something?
What’s the refund policy?
A pattern of wavy dots
Join an upcoming cohort

Complete Financial Wellness - Introduction

Cohort 5

$197

Dates

July 20, 2024

Payment Deadline

July 20, 2024

Don't miss out! Enrollment closes in 8 days

|

Bulk purchases

$197

1 Day