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The Course launches September 2024 - Sign up now to be on the list and receive monthly updates.

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Does This Feel Familiar?

Have you ever felt that: 

  • You should be taking home more money each month? 

  • Your money isn’t “working for you”? 

  • You rotate between feeling financially savvy and feeling lost? 

Financial fitness is a unique skill set that doesn’t come naturally to all agents. 

It requires discipline, focus, and patience, which takes a different energy than prospecting and growing top-line revenue. 

Our Journey Together

In this class we will explore how to think like a financial expert. Together we will:

  • 1. Set up a business plan and budget

  • 2. Build your financial team

  • 3. Choose your appropriate business entity structure

  • 4. Develop an appropriate retirement plan

  • 5. Set up your investment structure and diversified investment portfolio

  • 6. Grow your business in a way that allows it to be sellable later – if you choose

Get Started Now!

With this class, you’ll walk away with the toolkit and resources needed to control your financial future. Don’t sell your way out of financial challenges – plan your way out.

Class Details

Ready to Learn More?

Sign up for our highly acclaimed 3 hour class plus one deep dive into one of three following topics:

- Building a business plan

- Finding and hiring the financial planner for your needs

- Purchasing real estate in your IRA

The early bird price is $299 and each deep dive is $49.

Your price for the core class and one deep dive is $99 if you sign up by September 15th.

Sign Up Now!

The course launches September 2024 - sign up now to be on the list!

Thank You