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
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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
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