Are you tired of the same old financial advice that leaves you stressed and burdened? Do you feel like you're constantly working without any time for yourself or your loved ones? It's time to take control of your finances and your life with The Melissa Myers Group's Passport to Financial Freedom.
- Identifying your values: Discover what really matters to you and how your financial goals align with your values.
- Dreaming Big: Get inspired to create a vision for your ideal life and financial future.
- Financial Checklist: A comprehensive checklist of your financial paperwork.
- Let's Get YOU Organized Checklist: An organizational tool to help you get your finances in order.
- Net Worth: Learn how to calculate your net worth and why it is an important metric to track your financial progress.
- Self-Evaluation: Take a deep dive into where you are now and where you want to be.
- Credit Analysis: Learn how to review your credit reports, check for accuracy and/or fraudulant activity as well as check your credit score.
- Life$tyle Analysis: How much does your lifestyle cost you?
- Debt Freedom: A step-by-step guide to eliminate your debt and create a debt-free lifestyle.
- Gift Planner: A tool to help you plan and budget for gift-giving occasions.
This program does NOT offer advice or recommendations regarding individual personal financial planning, taxes, investments or insurance.
Your Instructor
Melissa’s mission is to help you get what you want in life!
For over 20 years, Melissa has served women by providing personal financial planning services, investment management and insurance solutions. However, during the course of her career she recognized that women were looking for more. More education, more support, more accountability and coaching.
Melissa has interviewed 100’s of women and she knows you don’t want to sacrifice your lifestyle or become a burden to others.
And…she’s been there! In her late 20’s and early 30’s she was under serious stress because she didn’t have her financial house in order. Burdened with a negative net worth around $200,000, increasing debt and an income that couldn’t keep up, she knew she needed to make changes.
When Melissa got serious about making changes in her life, she 10x’d her income, paid off debt, and began to enjoy life.
Melissa is here to help you learn, grow, enhance your confidence, and find empowerment inside a community of like-minded women. You’ll get clarity about what really matters most to you so you can get your money aligned with your values, live your ideal life, and be a blessing to others.
“Money is a tool. Money helps you get, do, go and become. Yet, when there is a disconnect between your money mindset and behaviors, you end up spinning your wheels and sometimes, even just settling rather than effecting change.”
–Melissa Myers, CFP®
Course Curriculum
-
StartConfidentiality Agreement
-
StartRecordings (395:13)
-
StartGive 20%, Get 20%
-
StartZoom Links, Dates and Time
-
StartWelcome and Download (0:19)
-
StartWk1: Self Evaluation - Your Personal GPS (1:03)
-
StartWk 1: Values (E + R + O) Matrix (2:08)
-
StartWk 1: BHAG Worksheet (0:51)
-
StartWk 2: Financial Checklist (0:24)
-
StartWk 2: Let's Get YOU Organized (If You Aren't Already) (1:05)
-
StartWk 3: Life$tyle Analysis (0:45)
-
StartWk 4: Net Worth (1:41)
-
StartWk 5: How's Your Credit? (1:39)
-
StartWk 5: Debt Freedom (1:40)
-
StartWk 6: Gift Planner (1:17)
-
StartCelebration
-
StartNext Steps (0:42)