→ Build your foundational financial literacy so you never feel dumb in money conversations
➝ Consolidate any old investment accounts and take over old pensions
➝ Create a retirement that's a minimum of 7 figures by 65
➝ Pay off personal debt
➝ Build out your portfolio to create passive income that you can access before you're 65
➝ Buy real estate (if you want)
➝ Get coached on your money mindset every step of the way
When you went full time into your business, you became financially independent from a job. Now it's time to be financially independent from your business too!
When you create a diversified wealth portfolio, you ensure that your wealth is secure no matter what you decide to do next. ANY big change in your life won't interrupt your financial security.
When you become an investor, you become someone with a passive income stream. And it doesn't require that you learn how to pick stocks or spend hours reading the news. All it takes is a 1 time setup that we can accomplish in an afternoon.
The 1st milestone in the 7 figure process is to consolidate all your accounts. If you're going to build a passive income portfolio, it's not going to work with 5 different accounts and 5 different firms, and old pensions/ 401ks that you haven't looked at in years. We're going to take charge and consolidate your accounts so we start with a clean slate.
Consolidate Accts.
Now that your accounts are consolidated our next milestone is to ensure that at the bare minimum you're on track for 7 figures in wealth by 65. A standard retirement is the cheapest wealth goal because we have the most time to work on it. We'll walk you through setting up, and automating a 7 figure retirement
Standard Retirement
Your desires live and die in your personal budget. Here is where we start on your debt pay off journey, funding your downpayment, going on the dream vacation, or getting aggressive with building out your portfolio so you can retire BEFORE 65.
Savings & Debt
In our final milestone we take you through the process of protecting your assets with wills & trusts, pre/post-nups, and instructions for your loved ones if you were to pass away. Using our wealth sheets you'll have your affairs so organized so that you and your family are protected.
Protect Your Assets
It's now time to start using your passive income portfolio. In this milestone we teach you how to use your portfolio to take a sabbatical, pay for your downpayment, supplement your income, give you a multi-year break from your business, or completely retire early and walk away.
Passive Income
Have a passion for real estate? In this milestone (which is optional) we take you through acquiring a primary residence, or starting a real estate investment company. We walk you through how to have a profitable real estate portfolio, or how to buy a primary residence as an entrepreneur with inconsistent income.
Lifestyle & Investment Real Estate
Quick 5-15 minute video lessons that will help you set up your 7 figure Wealth Portfolio without needing a 7 figure business first.
The Wealth Curriculum
Every single month you'll receive a personalized review based on your portfolios performance with what exact actions to take next, and what wealth mindset work to do for the next 30 days.
Monthly Personalized Portfolio Reviews
Weekly group calls where you can come and get coached on your money mindset, while also getting portfolio consultation and all your questions answered.
The Wealth Coaching
A slack channel where you can ask questions, get coached between calls, connect with your peers, and share your wins. I'm in our slack Mon-Fri to offer real time support
The Wealth Community Hub
Private Wealth Musings Podcast
Join us for a 2 day virtual live event where I take everyone through baseline financial literacy so you never enter a call feeling stupid or like you don't know what the content means.
The Financial Literacy 101 Event
Throughout the month I record private podcasts with exclusive content for the mastermind based on current events. Recent episodes include breaking down the Federal Reserves interest rate cuts, investing in international stocks, and how life insurance fits into your wealth goals.
This spreadsheet gives you everything you need to unlock your financial future. Calculate down to the penny what you need to add to your portfolio to hit your 7 figure portfolio goals, figure out what passive income you can pull from your portfolio, and plan different "if-this, then-that" scenarios.
The Freedom Calculator Spreadsheet
My mission is to be the anti-gatekeeping financial coach. I bring everything I've learned from being an active manager of my family's estate, having gone through the process of inheriting money in the past, and being privy to how my parents fully paid for 4 kids college without going into debt to my clients.
I have helped my clients create tens of MILLIONS of wealth with retirement investments, real estate, savings, kids college funds, and more.
6 monthly payments of $1,000
one time payment of $6,000
Each Wealth-Sheet comes fully prepared with:
→ An introduction to the legal concept
→ A checklist to go through and finalize your document
→ A "how to find an attorney" guide
→ A worksheet for you and your partner to fill out separately
→ A discussion guide for you and your partner to navigate the process without fighting
It's time to do the Adult Shit and get your money cleaned up. Our Wealth-Sheets take you through the process of crafting complex legal documents while having open and honest conversations with your partner, and saving you on legal fee's because you'll walk into your lawyers office FULLY prepared.
Your MOST valuable asset when it comes to building true generational wealth is not how much money you make right now, or how much cash you have sitting in the bank. By FAR your greatest asset is time. If you have 3k, you're ready to start NOW.
Yes, you can join the mastermind even if you're not in 6FS. 6 Figure Saver is our signature savings program where you'll learn how to manage your variable income so that you can save. This mastermind takes it to the next level by creating your 7 Figure Wealth Portfolio.
Key Dates:
1. Slack access begins May 13th
2. Our kickoff event is May 16th and 17th
3. Our 6 months end on November 10th
We only take on clients who are entrepreneurs and have a minimum of $10k cash. This can be cash in your business, your personal accounts, or a mix of both.
We host calls from 11am - 12:00pm CST on Tuesdays. All calls are recorded and uploaded to our replay library within 24 hours where you can watch them on demand.
In 7 Figure Wealth we hit the ground running, because time is money! Your first 30 days in the mastermind will include:
→ Identify your next wealth building goal based on the 7 Figure Wealth Plan
→ Set up/consolidate your investment accounts so everything is under 1 login
→ Invest your first, or next $10k in the stock market
→ Get your first customized monthly report from Gina on next steps
Applications open soon