CLEANING YOUR FINANCIAL HOUSE
Accelerate Your Wealth, Safely.
Each one of us makes an unconscious decision to be rich or poor. If you do not have [financially] what you want in your life or marriage, then you may want to change the settings on your internal wealth thermostat. Clean Your Financial House is designed to get you the changes you want now.
How would your life be different if you were on the path that leads to the wealth you really want? Some people have a clear vision of what they want, and yet the real wealth they are capable of attaining eludes them. You might be wondering what needs to change. What needs to change is the dynamics of your relationship to money and your internal preset level of acceptable wealth.
Right now you are repelling or attracting the wealth that has been preset by you and your partner (if you are partnered). You can tell what your preset wealth is by looking at your life and seeing what you have — or don't have. If you would like a different level of wealth in your life then Clean Your Financial House may be for you. This course is built to fit your situation. We will safely accelerate your results in attracting wealth so when you look back three months from now you can appreciate how close you are to what you want.
A perfect fit.
Every activity, every lesson, and every discussion in Clean Your Financial House is tailored to get you from where you are now, to where you ultimately want to be in life. The curriculum is focused on what you want, the goals you set for yourself and your partner. It's like signing up to take a class from the most brilliant professor at the university — and finding out it's a one-on-one class.
Are you in a committed relationship?
Any financial planner can present you with a plan, but your relationship is unique. You both have your own ideas and beliefs about money; when you come together to form a combined money universe, these ideas and beliefs can create an undercurrent of conflict that many couples are only vaguely aware of. And yet these conflicts can stalemate the growth of your wealth.
How do you replace the dynamic blocks within your relationship with alignment and teamwork? In the Clean Your Financial House course you will be able to identify and reshape these blocks so that they assist you in growing your wealth, instead of hindering you. As you go through this process, you and your partner will learn how to leverage the unique synergy that is available to you as a money-growing team.
Couples who have taken this course say that they are experiencing greater intimacy and a deeper level of connectedness — all the while their money is growing more than ever before!
What you get is: |
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1. |
An Advocate for your wealth. Most investors speak to salespeople when discussing their wealth. With Clean Your Financial House you get an independent third party advocate for growing your money. |
2. |
An Education on how to GROW your money. There is a large education deficit in the area of growing wealth. By the end of the course you will be an informed consumer about the growth of your money. |
3. |
A Financial Plan that works. You will construct a financial plan that tells you how many months you are away from having the choice to not have to work. With this plan you will be so organized that you know where all your wealth is and what direction it is growing at the push of a button. |
4. |
Agreement, Alignment and Teamwork. Working as a team with your spouse, money conversations and the growth of your money becomes your natural way. |
5. |
An Understanding of who you are with money and where that has led you. You will then easily make the shifts to have the changes you want with your wealth. Implement and monitor your plan - never again leave your plan sitting on a shelf. |
Course Format
Clean Your Financial House is an intimate 90-day conversation about creating the changes that are needed to have the wealth you want. While engaged in the course you have the undivided attention of your course leader, RC Peck, CFP®. The course is individualized to your needs and wants, and built around your schedule (we understand what it is like to be a busy professional with a family). The course format is designed to have you in action from the first day.
The flow of the course is as follows:
- Personal Coaching: The best athletes in the world have a personal coach to maximize their training and obtain the results they want. Likewise, the backbone of Clean Your Financial House is its four personal coaching intensives.
- Session One: The first session is an intensive four-hour session in person, designed to organize your wants and dreams, while eliciting what's stopping you from having them. The questions are designed to pull you into action and provide insight that allows us to configure the workshop to your personal needs and have you in action from the beginning.
- Session Two: The second session is a four-hour in-person meeting to continue reshaping any limitations you have unconsciously put in your way. In this session the rules to growing wealth and being in agreement with your money are introduced and personally adapted for each client.
- Session Three: This two-hour phone session consists of a structured conversation to discuss what is working and what is not working. You will work with RC to identify the blind spots in your wealth creation so you can move forward with ease in real time. Changes that haven't taken place as of yet will start to take hold and move you in the direction that you will want to be.
- Session Four: At the end of the 90 days you will have a two-hour completion phone call to discuss your progress with RC and reflect back on the positive changes you have made in a short period of time. RC will summarize his observations about your work in the course and give you a personal plan for continuing to grow your wealth in the years to come.
- Session One: The first session is an intensive four-hour session in person, designed to organize your wants and dreams, while eliciting what's stopping you from having them. The questions are designed to pull you into action and provide insight that allows us to configure the workshop to your personal needs and have you in action from the beginning.
- Your Personal Toolbox: Not every tool works for every person and we do not expect it to. The best tools are the ones that are designed for your specific needs. We support you through the Clean Your Financial House process with three unique tools built just for you.
- Action items: You will receive individual, tailored, next steps after each coaching intensive throughout the 90-day course.
- Unlimited support: You have access to RC throughout the course to answer your questions, via phone or email.
- The Wealth Dashboard: The primary tool to Clean Your Financial House (besides your own brain and the willingness to be present) is the Wealth Dashboard. This tool gives you a snapshot of your financial past, present, and future. Ask questions such as "what is my net worth?" or "how far away am I from retirement?" and see how the answer changes if you were to tweak your behavior. The Wealth Dashboard is an incredible tool to organize your money universe. Your brain automatically feels less anxiety when your money is organized.
- Action items: You will receive individual, tailored, next steps after each coaching intensive throughout the 90-day course.
Your background and past experiences with investing are truly enough. Your willingness to take action and implement the Fearless Wealth method will lead you to the top of the investing process. Invest in yourself.
Next Step:
Nobody cares more about your money than you. Are you willing to invest in yourself and your financial education if you believe what we do will work now? When you are ready for results call or email us (415.425.5525, rcpeck@FearlessWealth.com). We are interested in speaking with you and answering any questions you may have about Fearless Wealth and about your specific circumstances.
Next Course:
Please click here for the calendar
Pricing:
Pricing for this workshop is $6,000