✅ Fresh Financial Perspectives

✅ Exclusive Office Hours

✅ Weekly Live & Recorded Sessions 

✅ Stock Market & Retirement Portfolios

✅ Real Estate Strategies

✅ Plus More

Who is this best for?

The Wealth Club is perfect if you want to:

• Finally, take control of your finances and get organized. 

• Working 9-5 Professionals, Self-Employed, or Recent Graduates
  

• Learn how to invest smartly — in real estate, stocks, crypto, and beyond.

• Build a clear roadmap for financial independence and generational wealth.

• Surround yourself with a supportive community that keeps you accountable.

Here are many of the topics...

Cash Flow & Budgeting

• Budgeting & cash flow systems

• Emergency funds & high-yield savings

• Credit score optimization

• Debt payoff strategiea

Growth & Investments

• Stocks, ETFs, index funds

• 401(k), IRAs, TSP, 403B, 457s

• Company Stock Purchase Plans (CSPs)

• Employer benefits: HSA, ESOP, ESPP

• Tax-advantaged investing

Real Estate Wealth

• First-time homebuyer strategies

• Understanding loans & mortgages

• Buy & hold rental strategies

• Fix & flip tactics

• Cash-out refinancing & tax benefits

Protection & Legacy

• Life insurance (term & whole)

• Estate planning & trusts

• Wills, powers of attorney, healthcare directives

• Generational wealth planning

Advanced Wealth Strategies 

• Leveraging business credit

• Scaling real estate portfolios

• Alternative investments: crypto, REITs, private lending

• Tax-efficient wealth transfers

• Financial independence & early retirement strategies