Money Mastery Program

Use our calendar below to book a consultation. If you already have an advisor, please use the drop down to select your advisor. We look forward to discussing our program with you!

Use our calendar below to book a consultation with your dedicated advisor. If your advisor is not already selected, please use the drop down to select your advisor. We look forward to meeting you!

Money Mastery Overview

What You Will Learn

WELCOME

Prerequisite

YOUR FINANCES

Your Finances

Taking Inventory

Goal Setting

CREDIT

What is credit?

Reading a credit report

How credit reporting works

What is an Ideal credit profile

How to freeze bureaus & when to do it

LIBOR, PRIME, EFFR & FED (FFR)

Debt & OPM

CLEANING

Reducing utilization

Off-cycle reporting

Paying on time

Credit Repair

Inquiry Removal

FOUNDATIONS

Foundations

Getting ready to build

BUILDING

Secured & starter products

Diversify your credit mix

Authorized user / Tradelines

Good credit habits

Monitoring your credit

Building big credit lines

BUSINESS CREDIT

The importance of incorporating

Where to incorporate

The incorporation process

Setting up your business

Different entity types

EIN, the SSN of business

Registered agent

Operating agreement

Business credit

The difference between DUNS & EIN

Business tradelines

Net 30, 60 & 90

Vendors that report business credit

Low risk identification codes (SIC)

UNDERSTANDING CREDIT CARDS

A word from Frank Abagnale

A word from Robert Kiyosaki

Credit card benefits

Types of credit accounts

How to waive annual credit card fees

SCALING

CLI's

4 steps to scale

Credit tiers

FUNDING

How much funding can you get

Recommended requirements

Types of funding & advantages

Our programs

Bank rules

Business term loans

Business LOC's (BLOC)

0% interest unsecured credit

Preapproved vs prequalified

Venture capital (VC)

HELOC & HELOAN

Bureau stacking

Relationship managers

Sequences Rounds

Term loan stacking

Reconsideration

Funding resource database

Tier 1 no-doc lender list

How banks work

Liquidation

Resetting 0% interest introductory periods

MANUFACTURING

Manufactured spending

Manufactured cashflow

MANAGING DEBT

Credit card debt

Debt consolidation

Debt management practices

Debt management tools

TURNING CREDIT INTO CASHFLOW

Turning credit into cashflow

WEALTH

Debt & wealth

Compound interest

Stock market basics

Investing glossary

5 major asset classes

Diversification

Index funds & ETF's

Types of investment accounts

When & how much to invest

Risk profile

Four well known investing portfolios

Setup your investment account

Fees: what they are and why they matter

Dividends

Building income with dividend stocks

High yield savings accounts

TRAVEL HACKING

Travel hacking

AGED CORPS

What are aged corps

How to acquire an aged corp

Our aged corp services

TAXES

Personal taxes

Business taxes

Our tax prep services

TRUSTS

What is a trust

Trust benefits

Irrevocable trust

Revocable trust

BEST PRACTICES / COMMON MISTAKES

Best Practices / Common Mistakes

WHAT'S NEXT

Locked Content

OFFERS

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EARN BY REFERRING THIS TO OTHERS!

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BONUSES AND RESOURCES

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Book a Free Consultation

Impruvu Services

Money Mastery Consultation

Meet with our team to learn about our step-by-step guide to financial success. If you already have an assigned advisor, please reach out to them to schedule a call. If you book a call here and already have an advisor assigned to you, we will automatically update the consultation to be with your advisor. Otherwise, you will be connected with your own dedicated advisor.