Complete Financial Wellness Masterclass
1 Day
·Cohort-based Course
Deepen your knowledge of personal finance and receive further technical instructions as you implement what you learned in the initial class.
Complete Financial Wellness Masterclass
1 Day
·Cohort-based Course
Deepen your knowledge of personal finance and receive further technical instructions as you implement what you learned in the initial class.
In leading roles at
Course overview
Putting what you learned into practice.
The first course I teach, Complete Financial Wellness, is a prerequisite to this masterclass.
This masterclass is a 3-part live interactive online course that will provide you with greater knowledge and deeper insight into what you learned in the initial course.
In this course we focus heavily on execution as I provide additional technical details as you:
1. Build your comprehensive cashflow plan.
2. Establish your account structure.
3. Implement a cashflow logistics process to effortlessly manage how money enters and exits your life.
This course is limited to 10 participants per cohort to allow ample time for questions and answers.
The three parts of the course are:
The 7 Stages of Your Personal Finance Journey - Understanding the stages of your financial life so you know what to do today to create the tomorrows you are working so hard to achieve.
The 5 Elements of Cashflow - How money enters and exits your life, and what living within your means...really means.
The 3 Accounts You Need to Put Your Money on Autopilot - How to establish your account structure and automate cashflow logistics so that you can effortlessly manage your money.
Complete Financial Wellness - Easy to understand, fast to implement, effortless to maintain.
See you in class!
For more information: Please scroll down to the Course Syllabus for a detailed review about financial wellness, what to expect, what you will learn, and what you will have in your hands at the end of this course.
This course is for students who have attended the first Complete Financial Wellness course. The first course and this masterclass benefit:
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
Tactics and Strategy
How making daily financial decisions and planning for your future work together and why both tactics and strategy are paramount to designing your financial life and realizing your financial goals and objectives.
The 7 stages of your finance journey
A clear roadmap of your personal finance journey and the critical components of each.
Knowledge - Insight - Control - Plan - Accumulate - Deploy - Distribute
The 5 elements of cashflow
How money enters and exits your life.
Income
Bills
Spending
Funds
Investment Contributions
Establishing your account structure
How to establish an account structure to put your money on autopilot and build wealth systematically.
Cashflow Logistics
How to implement an automated cashflow logistics plan so you can manage your money with very little effort.
Bonus Learning - The Math
- Stock Market vs Real Estate.
- Leverage into net worth, liquidate into cashflow, but only if necessary.
- How to create non-taxable cashflow by managing a depreciable base.
This course includes
3 interactive live sessions
Lifetime access to course materials
12 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.
Complete Financial Wellness Masterclass
Course syllabus
Week 1
About this Masterclass - What to expect
Jan
4
The 7 stages of your personal finance journey
The 7 stages of your personal finance journey
Jan
4
The 5 elements of cashflow
The 5 elements of cashflow
Jan
4
The 3 accounts you need to put your money on autopilot
The 3 accounts you need to put your money on autopilot
Bonus
Real Numbers - Real Math - Real Life
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.
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
Join an upcoming cohort
Complete Financial Wellness Masterclass
January 4
$597
Dates
Payment Deadline
Frequently Asked Questions
Join an upcoming cohort
Complete Financial Wellness Masterclass
January 4
$597
Dates
Payment Deadline