
Course Series
Seven Steps to Seven Figures

Seven separate courses providing a complete curriculum for wealth builders who are serious about enjoying financial freedom in this lifetime.

Step 1
Basic Financial Planning
Step 1 answers the question, "How do I get my financial house in order so that financial freedom is even a practical possibility?"
The goal of this step is to take back control of your personal finances - personal finance 101 - so that you have a deep and solid foundation you can build your financial freedom on top of.
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Step 2
Habitudes of the Wealthy
This Step is the personal side of your wealth building foundation. This is literally how you take your financial freedom goal from a question of "if" to the certainty of "when".
Best of all, it requires no extra effort, money, or time, because all gains come through improved efficiency.
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Step 3
Design Your Wealth Plan
Step 3 is the blueprint for creating your wealth. It serves the exact same function as the blueprints of your home that show the carpenter how all the pieces efficiently fit together to form the house.
Your wealth plan answers the question, "How will I get from where I am now to where I want to be in the future?"
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Step 4
Take Massive Action
Once you have your blueprint for wealth from Step 3, it's time to start cutting wood and pounding nails to frame the house.
In short, it's time to take action - lots of it.
Just as a house is not built in a day, neither is your wealth. It's a marathon - not a sprint - so taking massive and persistent action is what separates winners from wannabes.
It's how you take your wealth plan from Step 3 and convert it into results. It's just that simple.
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Step 5
Expectancy Investing
When you're ready to take your investing to the next level and build on the shoulders of a fundamentally sound strategy, then Step 5 is your solution.
This course teaches you the science of investing so you can go to the next step beyond "buy, hold, and pray" and no longer be stuck on the roller coaster of uncontrolled risk. It shows you how to reliably grow your assets faster than inflation destroys them, while sleeping peacefully at night.
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Step 6
Alternative Investing
Step 6 teaches investment strategies that are usually of interest to people after they achieve wealth and want an added level of security and confidence.
It is about subtleties and refinements, not the essentials.
These are questions that become compelling as financial freedom approaches, but aren't essential to getting the house built in the first place.
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Step 7
True Wealth & Personal Freedom
Now that you've built your house, it is time to enjoy living in it.
Step 7 answers the question, "So now that you're a millionaire, so what?"
This course shows you how to get what you truly wanted in the first place - personal freedom and true wealth. It shows you how to enjoy the wealth you built in Steps 1-6 by putting a capstone on financial freedom that turns it into personal freedom and a fulfilling life.
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Financial Freedom for Smart People

Concise, targeted and affordable books that solve your most important financial questions on the journey to invest smart, build wealth, retire early, and live free.

How Much Money Do I Need To Retire?
Learn how retirement really works before it's too late...
"This book is the best I've seen on how to navigate the retirement savings questions." (Forbes)
How Much Money Do I Need to Retire takes you beyond the scientific facade of modern retirement planning.
Read this book to know more about your retirement planning than your financial adviser.
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The Leverage Equation: How to Work Less, Make More, and Cut 30 Years Off Your Retirement Plan
Will you be able to retire while you're still young enough to enjoy it?
"This book is a must read for anyone interested in looking at financial freedom from a different perspective." - Kevin H. | Amazon Reader
The Leverage Equation teaches you how to work smarter, not harder, so you can grow your wealth in time to get the most out of it.
Read this book to unpack principles, strategies, and tools you need to create a life you'll never want to retire from.
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The 4% Rule and Safe Withdrawal Rates in Retirement
Retirement is looming. Do you know your safe withdrawal rate?
Unfortunately, few financial experts truly understand the complexity of safe withdrawal rates and how practical solutions work.
If you need a better understanding of fixed withdrawal strategies, then you must look toward this no-nonsense, eye-opening and empowering book. It's time to go beyond the rule of thumb.
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Variable Annuity Pros and Cons
This is the information your variable annuity salesman doesn't want you to know!
Discover how to simplify these complex investments to just the essential principles so you can make an independent, intelligent investment decision.
Get an unbiased, insider view in this handy consumer's guide that simplifies these incredibly complex investments into words you can understand so that you can make a smart investment decision.
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Investment Fraud: How Financial "Experts" Rip You Off and What to Do About It
Either you discover how investment fraud works or you become a victim.
It's easy to think it will never happen to you, but financial fraud is so common that the opposite is likely true.
Don't become a victim of investment fraud. Prevention is the best defense and this book will show you how. It's easily read in one evening and the insights will pay you dividends for a lifetime.
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Don't Hire a Financial Coach! (Until You Read This Book)
All financial coaches AREN'T created equal.
Don't pay someone to make your decisions without doing your homework.
There's no relationship between how much you spend for financial education and how much value you actually receive.
Don't Hire a Financial Coach (Until You Read This Book) gives you an insider's view into the financial coaching industry. Once you learn the good, the bad, and the ugly, you'll know how to get the best value out of financial education services.
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