Complete Financial Wellness - Introduction
1 Day
·Cohort-based Course
Get your financial house in order and keep it there effortlessly using three practical steps that always work.
Complete Financial Wellness - Introduction
1 Day
·Cohort-based Course
Get your financial house in order and keep it there effortlessly using three practical steps that always work.
In leading roles at
Last chance to enroll
0
days
11
hours
3
mins
Course overview
Live your financial life with confidence.
Complete Financial Wellness is a live online workshop where you will learn how to build a financial fortress around your household so that your years of hard work and effort builds value for you and your family, not the organizations that collectively spend more than a billion dollars a day teaching you how to spend money on their products and services.
I take the “guru” out of personal financial management and provide practical next steps so that you can solve your financial issues, build wealth faster, achieve your goals, and live the life you have been working so hard to have.
At the end of this session, you will realize how easy it is to once and for all get your financial house in order, put it all on autopilot, and keep it there effortlessly.
Who benefits most from this course?
01
Working households who want to eliminate the stress, anxiety, and administrative burden of managing their finances.
02
Professionals who earn a solid income but can't seem to get ahead and want to build wealth consistently and predictably.
03
Commissioned Employees or Business Owners with fluctuating incomes who want a way out of the feast and famine cycle.
What you’ll learn in this course
Why most everyone is struggling with their finances
- Personal debt is the highest in our history and increasing at an alarming rate
- Making ends meet is getting harder each month
- Financial stability seems impossible
- The life most of us want to live feels unattainable
Why is this getting worse and not better?
The three options available to help you manage your finances and why they aren't working
- Apps
- Financial Literacy
- Financial Planners
All of these resources and we still can't get our financial house in order. Why is that?
The four things you must know to live your financial life with confidence
- Where your money comes from throughout your life
- Where it's all going
- How to control it
- How to make day-to-day financial decisions and plan for your future with confidence
The seven stages of your financial life
Understanding the stages of your financial life will help you know what to do today to create the tomorrows that you want.
The three financial profiles
Financial wealth is choices - simple as that. The more financial wealth, the more choices you have.
The financial profile you create will determine your choice level.
The five elements of cashflow
- Income
- Bills
- Spending
- Funds
- Investment Contributions
Understanding how these elements all work together will help you create a clear plan to build the life you want.
Cashflow Logistics
- How money enters and exits your life
- How to easily build a financial fortress around your household
How to build wealth 24% faster with proper financial management
Learn how to use credit & debt in your favor, how it controls you, and how you can avoid paying a 70%+ premium on your expenses.
This course includes
1 interactive live session
Lifetime access to course materials
2 in-depth lessons
Direct access to instructor
Projects to apply learnings
Guided feedback & reflection
Private community of peers
Course certificate upon completion
Maven Satisfaction Guarantee
This course is backed by Maven’s guarantee. You can receive a full refund within 14 days after the course ends, provided you meet the completion criteria in our refund policy.
Complete Financial Wellness - Introduction
Course syllabus
July 6—July 6
July 13—July 13
July 20—July 20
Week 1
Jul 6
Week dates are set to instructor's time zoneEvents
- Jul
6
Complete Financial Wellness Introduction
Complete Financial Wellness Introduction
Sat, Jul 6, 3:00 PM - 4:15 PM UTC
Post-Course
Modules
- Next StepsNext Steps1 Lesson
Free preview
Complete Financial Wellness IntroductionComplete Financial Wellness Introduction1 Lesson
Meet your instructor
Nader Yassa
CEO of Lifestyle Plan
Nader has held finance and operations leadership roles in several industries including Public Accounting, Consulting, Real Estate, Automotive, Non-Profit, Technology, Manufacturing, and Aviation.
His experience and qualifications include CEO and CFO positions, a Big 4 CPA, MA, post-acquisition integration, international Sarbanes-Oxley implementation, large-scale project management, and integrated financial modeling.
For more than 25 years Nader has provided personal finance coaching, education and services to households and organizations. He personally managed the finances of more than 200 families and is passionate about sharing his experience, principles, and methods through Complete Financial Wellness.
His mission is to provide straightforward knowledge and the tools necessary for households to live their financial lives with confidence.
Join an upcoming cohort
Complete Financial Wellness - Introduction
Cohort 3
$197
Dates
Payment Deadline
Don't miss out! Enrollment closes in 11 hours
Cohort 4
$197
Dates
Payment Deadline
Don't miss out! Enrollment closes in 8 days
Cohort 5
$197
Dates
Payment Deadline
A live cohort course made for you
Interactive active learning
This course builds on live workshops and hands-on projects
Get answers to your questions
Nader will personally help you with every question you have (and you'll have many)
Only 25 people in each cohort
Join a community of like-minded people who want to learn and grow alongside you
Frequently Asked Questions
If the course live or pre-recorded?
What happens if I can’t make a live session?
How much time will it take?
Can I ask questions?
Do you sell something?
What’s the refund policy?
Join an upcoming cohort
Complete Financial Wellness - Introduction
Cohort 3
$197
Dates
Payment Deadline
Don't miss out! Enrollment closes in 11 hours
Cohort 4
$197
Dates
Payment Deadline
Don't miss out! Enrollment closes in 8 days
Cohort 5
$197
Dates
Payment Deadline
$197
1 Day