Complete Financial Wellness Masterclass

1 Day

·

Cohort-based Course

Personal Financial Management tactics and strategies to Manage Cashflow and Put Your Money on Autopilot

In leading roles at

LifeStylePlan
NHS Solutions
KPMG
AT&T

Last chance to enroll

1

day

5

hours

59

mins

Course overview

Create the financial tomorrow that you want

More than a billion dollars a day is spent on marketing, advertising, and influencing to show you how to spend your money. No corporation or organization that makes money by you spending your money is interested in helping you.


Instead of fear, stress, and anxiety when asked about your finances, you should have confidence that you have no debt, your bills are paid, and you secured a hopeful, bright future for you and your family.


Thankfully, proper financial management has been done before, and it's easier than you think. 


25 years of helping families achieve their financial goals have trained me to explain these fundamental concepts in a way that anyone can understand them.



In this masterclass, you will:


- Take control of your finances: Learn how to track your income and expenses, build a solid budget, and put your money on autopilot.


- Discover proven strategies to protect your hard-earned money and build a secure future for you and your family.


- Set and achieve your financial goals, whether it's paying off debt, buying a home, saving for retirement, or securing your children's education.


- Gain the knowledge and skills to make informed financial decisions and overcome financial anxiety.



At the end of this masterclass, 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 is this course for

01

Middle income households struggling with their finances

02

Parents who want to pay for their children's education

03

Working-class families who want to invest adequately for retirement

What you’ll get out of this course

The 7 Stages of Your Personal Finance Journey 

How to move from day-to-day financial management to crafting tomorrow's financial plans to ensure your financial goals (retirement, college, etc.)

When to spend, when to invest, and when to go shopping

How to get the full value out of your earning years and what it takes to have more choices.

Positive and negative aspects of common investments

Receive honest guidance over investment contributions and opportunities from someone who doesn't sell any investment product.

The 5 Elements of Cashflow

A deeper dive into how money enters and exits your life, and what living within your means...really means.

Understand expenses, saving money, and wealth

Learn how money enters and exits your life, how to save it and build long-term wealth

Cashflow Logistics - Where does money actually go?

What information do you need at your fingertips and how to get it. Then, use that information and knowledge to effectively and effortlessly control your finances.

Putting your finances and bills on autopilot
  • How to control your earned money, even from multiple income streams
  • Put all of your finances on autopilot, even fluctuating bills
The 3 Bank Accounts You Need

The most common banking structure is useless and doesn't work in your favor.

The best banking structure for information and control

The only three things you need to know on a daily basis to execute and succeed. 

Create Joy for You and Your Family

Being careful with your finances only means you can create more joy and relieve financial anxiety for you and your family

This course includes

4 interactive live sessions

Lifetime access to course materials

5 in-depth lessons

Direct access to instructor

1 project 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 13

    Week dates are set to instructor's time zone

    Events

    • Jul

      13

      Optional: CFW 101 - Introduction to Complete Financial Wellness

      Sat, Jul 13, 3:00 PM - 4:30 PM UTC

    • Jul

      13

      CFW 102 - The 7 Stages of Your Personal Finance Journey

      Sat, Jul 13, 5:00 PM - 6:15 PM UTC

    • Jul

      13

      CFW 103 - The 5 Elements of Cashflow

      Sat, Jul 13, 7:00 PM - 8:15 PM UTC

    • Jul

      13

      CFW 104 - The 3 Accounts You Need to Put Your Money on Autopilot

      Sat, Jul 13, 9:00 PM - 10:15 PM UTC

  • Post-Course

    Modules

    • Congratulations

    • Free preview

      Introduction to Complete Financial Wellness (101)

    • Free preview

      The 7 Stages of Your Personal Finance Journey (102)

    • Free preview

      The 5 Elements of Cashflow (103)

    • Free preview

      The 3 Accounts You Need to Put Your Money on Autopilot (104)

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

Bonus: Win a private one-on-one session with Nader when you enroll in the course to get personal finance help.

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 10 people in each cohort

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

A pattern of wavy dots
Join an upcoming cohort

Complete Financial Wellness Masterclass

Cohort 4

$697

Dates

July 13, 2024

Payment Deadline

July 14, 2024

Don't miss out! Enrollment closes in 2 days

|

Bulk purchases

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 Masterclass

Cohort 4

$697

Dates

July 13, 2024

Payment Deadline

July 14, 2024

Don't miss out! Enrollment closes in 2 days

|

Bulk purchases

$697

1 Day