1 Day
·Cohort-based Course
Personal Financial Management tactics and strategies to Manage Cashflow and Put Your Money on Autopilot
1 Day
·Cohort-based Course
Personal Financial Management tactics and strategies to Manage Cashflow and Put Your Money on Autopilot
In leading roles at
Course overview
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.
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
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
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
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.
Complete Financial Wellness Masterclass
Week 1
Jul 13
Events
Sat, Jul 13, 3:00 PM - 4:30 PM UTC
Sat, Jul 13, 5:00 PM - 6:15 PM UTC
Sat, Jul 13, 7:00 PM - 8:15 PM UTC
Sat, Jul 13, 9:00 PM - 10:15 PM UTC
Post-Course
Modules
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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.
Bonus: Win a private one-on-one session with Nader when you enroll in the course to get personal finance help.
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
Be the first to know about upcoming cohorts
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