Introducing
The Simple Yet Complete Guide to Becoming Your Own Financial Advisor
After working with hundreds of clients and presenting to thousands of people, I've come to understand the financial needs of millennials and the gaps in the current advice given to our generation. I've channeled my knowledge into a comprehensive, step-by-step education and implementation program that will guide you through the steps you need to take to be educated and make the best decisions with your money.
In Money Guide for Millennials, financial terms, strategies, and tools (that should've been taught in school!) are explained simply and clearly, so you'll be prepared to make educated decisions and set yourself up to enjoy your money and thrive.
The end result: A well-thought out and wholistic plan that leaves you feeling confident and excited for your future.
Money Guide for Millennials is the ONLY program of its kind that…
1. Educates the individual and empowers you to take control of your planning.
2. Walks you through the implementation of advanced planning strategies in an easy-to-understand way.
3. Provides planning tips and strategies specifically for your generation.
4. Makes professional guidance more affordable and accessible.
5. Simplifies the finance and investing world so you can finally feel knowledgeable and informed to make the best decisions with your money.
So if you’re ready to define and create the life you want without stress, confusion, and overwhelm...
Here's how we'll help you get here:
If you're ready to define and create the life you've dreamed of by following a simple, proven system...
Level 1
Mindset Hacker
Level 1 lays the foundation by diving deep into your money mindset, limiting beliefs you may be holding on to, and how to move past any negative feelings about money so you can begin to really enjoy your money.
In this level, we'll explore what your current beliefs about money and your potential are, as well as where those beliefs may be coming from.
As we identify and analyze your money mindset, you'll gain a new understanding of how to shift your money habits and beliefs to stop letting money control you and start enjoying the confidence and peace of mind you'll feel.
Highlights:
- Identify and analyze your current limiting beliefs about money and about yourself.
- Learn the difference between a scarcity mindset and an abundance mindset.
- Set goals to invest in yourself and expand your potential and your outlook for the future.
- Learn how to let money bring you joy instead of stress, overwhelm, and frustration.
Level 2
Knowledge Hacker
Now that you've analyzed and shifted your mindset, we'll jump back in time to the history of money in the United States.
In this level, we'll explore the ups and downs of the economy, what caused them, and how that relates to what's happening in our economy today.
Highlights:
- History of booms and busts in the United States economy.
- What the Federal Reserve is and how it works.
- Inflation and deflation of the value of our money.
- What the economic patterns in our country mean for you today.
- How to make sure your money is protected against future recessions.
Level 3
Wallet Hacker
In this level, we'll explore your current financial situation. We'll analyze the accounts and investments you have, as well as the debt you'd like to get rid of.
We'll also discuss why the traditional budgeting approach often fails, and other ways to grow your savings and pay down debt without feeling frustrated and restricted.
Highlights:
- Analyze your current situation - savings, investments, assets, and debt.
- Learn the "Not" Budgeting Approach, and how it can help you build up savings and pay down debt without the same "stuck" feeling that traditional budgeting often brings.
- Demo of our favorite financial app to help simplify your finances, accounts, and spending. (AND, you get this app free with this course!)
- Discover a powerful reward system to help keep yourself on track with your financial goals.
Level 4
Debt Hacker
We know that one of the biggest concerns of millennials is debt. Whether it's student loans, credit card debt, auto loans, mortgages, etc., we understand the burden that debt causes.
That's why we've devoted an entire level in our course to understanding and tackling debt.
The tools and strategies discussed in this module will help you to explore your options when it comes to paying down your debt, and identify the path that is best for you.
Highlights:
- Understand the different types of debt, how they work, and which to pay off first.
- Explore the options for paying down debt, and which are the best for your situation.
- Learn about debt consolidation and debt settlement -- what are they, how do they work, and are they a good idea?
- Discover simple strategies for increasing your credit score to give you more leverage with your debt.
- Learn how to balance paying down debt with saving for the future.
Level 5
Tax Hacker
Now that you know your current situation and have developed a plan to pay down debt, we'll dive into detailed information about how our tax system works and how that affects your current and future income.
Even though talking about taxes might seem dull and complex, we've made sure to break it down simply into understandable language with examples, images, and stories to help it all become clear.
This level is where you'll experience some powerful and exciting "aha" moments that will open your eyes to simple adjustments you can make to minimize your current and future taxation and keep more of your money. And who doesn't want that?!
Highlights:
- Follow simple steps to analyze your current tax situation and estimate your future tax situation.
- Understand how our tax system works in the U.S. and how to use this information to improve your future planning.
- Learn the truth about a common retirement planning myth and how that will affect where you're putting your money.
- Learn about the 3 types of money, and which ones you should have.
- Analyze which types of money you currently have, and identify potential changes you should make.
Level 6
Investment Hacker
In Level 6, we'll explore the many options available to you for investing and growing your money.
Even though right now, the investment options can seem overwhelming and confusing, once you have the right information and education, the path that's best for you will become clear.
And we know that the confidence and peace of mind this can bring you is priceless.
Highlights:
- Learn the pros and cons of different types of investment accounts so you can make the best choice for you.
- Strategies for getting your money into the right accounts.
- Discover some little known investment strategies, and when you should use them.
- Are gold and silver good investments?
- Explore the basics of real estate investing.
30 Day Money Back Guarantee
Money Guide for Millennials is the most comprehensive, step-by-step implementation program for people who are excited and committed about removing the uncertainty and overwhelm from creating their financial planning.
Our team is full of helpful, accessible, and supportive professionals who are ready and excited to help you reach the finish line in your journey to complete confidence.
In your first 30 days of Money Guide for Millennials, we'll walk you through the process of analyzing and adjusting your money mindset, exploring the history of money and what that means for you, and identifying and organizing your current financial information to be able to see the full picture of your current financial situation.
During this time, if you aren't completely satisfied, just reach out to Diane at [email protected], and we'll refund your investment.
Here’s what you’re getting when you enroll today:
Money Guide for Millennials - $2,200 Value
- Bonus Video Vault - A collection of additional videos that dive deeper into a variety of financial topics that will help you explore and understand these subjects more fully. ($500 Value)
- Private Members-only Facebook Group - Join our community of like-minded members to support one another, have access to our advisors and CPA, and celebrate your successes. ($300 Value)
- Weekly Live Q&A inside the Private Facebook Group - ($1000 Value)
Total Value: $4,000
When you add it all up, that’s a value of $4,000.
But when you enroll today, you’ll get access to everything for just:
Pay Monthly
6 Monthly Payments of
$97
OR
Pay Upfront
1 Payment of
$497
Frequently Asked Questions
Questions our top students asked before enrolling in Money Guide for Millennials
Based on our experience working with hundreds of people, we know the power that this course has. This is the only course of its kind; and although there are many good advisors, a lot of them don't take the time to educate and plan wholistically with their clients.
If you were to hire a traditional financial advisor, the average fee for creating a financial plan is about $1,500. With the education, access to the Facebook community, bonuses, access to advisors, certified financial planners, and CPAs, the value of this course would far exceed working with one financial advisor or investment company. And the peace of mind you'll feel is the best return on investment you can get.
The great thing about this course is that you can implement the changes you identify with any advisor you choose.
The unique advantage of our course is that we've simplified the financial planning process. This proven system is laid out step-by-step, and we'll walk you through the implementation of what you learn.
We've made sure that our course videos use easy-to-understand language, and there are lots of examples to really help with the comprehension and application of the information.
If you still need help, let us know in our private Facebook group, and we'd be happy to give you any additional support you need!
Immediately after you purchase the course, you'll receive an email with details to log in. And, you'll have lifetime access to the course so you can refer back at any time.
We'll also regularly update videos and information as tax laws, policies, and the economy change.
If you don't get what you expected out of the course, we offer a 30 day money back guarantee. Just reach out to Diane at [email protected], and we'll refund your investment.
Yep! See below for a breakdown of everything you'll get today.
Here’s what you’re getting when you enroll today:
Money Guide for Millennials - $2,200 Value
- Bonus Video Vault - A collection of additional videos that dive deeper into a variety of financial topics that will help you explore and understand these subjects more fully. ($500 Value)
- Private Members-only Facebook Group - Join our community of like-minded members to support one another, have access to our advisors and CPA, and celebrate your successes. ($300 Value)
- Weekly Live Q&A inside the Private Facebook Group - ($1000 Value)
Total Value: $4,000
When you add it all up, that’s a value of $4,000.
But when you enroll today, you’ll get access to everything for just:
Pay Monthly
6 Monthly Payments of
$97
OR
Pay Upfront
1 Payment of
$497
Money Guide for Millennials is PERFECT for you if…
- You're just starting out with financial planning and want to do it right.
- You've already started planning, but you're feeling unsure, confused, or overwhelmed.
- You're willing to put in the work to achieve incredible results.
- You're willing to follow a proven, step-by-step guide.
- You want to understand the financial lingo and how everything works so you can make informed decisions.
- You're excited to implement strategies to maximize your income and minimize taxation and inefficiency.
- You're ready to take action and finally feel confident about your future.
If you said “yes” to at least 5 of the above, I can’t wait to meet you inside Money Guide for Millennials.
Here’s what you’re getting when you enroll today:
Money Guide for Millennials - $2,200 Value
- Bonus Video Vault - A collection of additional videos that dive deeper into a variety of financial topics that will help you explore and understand these subjects more fully. ($500 Value)
- Private Members-only Facebook Group - Join our community of like-minded members to support one another, have access to our advisors and CPA, and celebrate your successes. ($300 Value)
- Weekly Live Q&A inside the Private Facebook Group - ($1000 Value)
Total Value: $4,000
When you add it all up, that’s a value of $4,000.
But when you enroll today, you’ll get access to everything for just:
Payment Monthly
6 Monthly Payments of
$97
OR
Payment Upfront
1 Payment of
