Module 1: The Mindset of Wealth & Legacy

Shift how you think to change what you earn.

Case Study: Maria grew up believing money was scarce—until she changed her mindset and rewired her financial reality.

Lesson 1: Shifting to a Wealth Creation Mindset Break free from limiting beliefs about money and unlock the abundant mindset required to grow wealth.

Lesson 2: Principles of Long-Term Wealth Building Learn the secrets of sustainable wealth creation—saving, investing, and compounding over time.

Module 2: Financial Foundation for Wealth Creation

Without a strong foundation, wealth won’t last.

Case Study: James was stuck in the paycheck-to-paycheck cycle. Now he’s investing and building lasting assets.
Lesson 1: Building a Plan for Wealth Set intentional financial goals and map out a practical strategy to achieve them.

Lesson 2: Income Growth & Investment Strategies Multiply your income and discover smart, strategic ways to invest for the long haul.

Module 3: Trust, Estate Planning & Legacy Protection

Protect what you’ve built—so your family can thrive.
Case Study: Ryan secured his family's future with a family trust and created a blueprint for generational stability.

Lesson 1: Introduction to Trusts & Estate Planning Learn how to protect your wealth with trusts, wills, and proper estate planning.

Lesson 2: Setting Up a Family Trust Step-by-step instructions on how to create a family trust and preserve wealth from generation to generation.

Module 4: Business & Wealth Expansion Strategies

Use entrepreneurship to supercharge your legacy.

Case Study: Sarah scaled her small business into a 7-figure machine by leveraging smart business credit and tax strategies.

Lesson 1: Leveraging Business for Long-Term Wealth Build and scale a business that works for you—and your legacy.

Lesson 2: Advanced Wealth Preservation Techniques Protect your business and assets with high-level tax and trust strategies.

Module 5: Passing Down Wealth & Financial Education
Legacy is about more than money—it’s also mindset.

Case Study: Lisa ended the cycle of financial illiteracy by teaching her children how to build and keep wealth.

Lesson 1: Teaching Financial Literacy to the Next Generation Equip your children and heirs with the tools to succeed—budgeting, investing, and beyond.

Lesson 2: The Final Steps in Legacy Building Discover how to finalize your legacy plan so your wealth lives on—tax-efficiently and purposefully.