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Mindful Money Legacy

Mindful Money Legacy is our third life stage course. It is designed for people in the mid- to late stages of their career and will teach you how to secure your wealth and manage it with the market. We'll address:

  • Values, Goals & Purpose
  • Financial Psychology
  • Increasing Income
  • Economics & Government Influence
  • Risk & Insurance
  • Preparing To Invest
  • Investing Basics & Investing Extras
  • Estate Planning & Philanthropy
  • BONUS: Paying Off Debt, Retirement Reboot 
    & Bear Market Survival Guide

What's Included:

  • Over 12 modules of video tutorials to help you get on track with your financial goals. (Value $1800)
  • Over 60 pages of an extensive workbook to get results with managing and planning for your financial goals. (Value $900)
  • Over 7 Quizzes to visualize and apply advanced financial concepts for a savvy financial future. (Value $175)
  • Over 9 Powerpoints to practice implementing advanced financial concepts. (Value $450)
  • Over 30 Text-based lessons to implement advanced financial concepts including estate planning, advanced investing techniques, insurance, philanthropy, and more. (Value $450)

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