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We asked our customers about Expectancy Wealth Planning. They were happy to let us know!

Listen to how others are using Expectancy Wealth Planning to achieve freedom and fulfillment... faster!

What was the course like?

How did the course change your life?

What were your concerns before taking the course?

How was the course different than you were expecting?

How has the course helped you?

What were your financial concerns before taking the course?

What compelled you to purchase the course?

Did you have any financial knowledge before taking the course?

How has the course helped you to achieve your goals?

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More Testimonials…

Your course has completely changed my life in only 3 months. I’ve gone back to the course many times to check decisions I am making against what you said in the course, and it has saved me 2 or 3 times already.
Oni Okotie
Indianapolis, Indiana
I’m a millennial who has been studying finance as a personal interest/passion for the past 10 years, which has included dozens of books, blogs, and journal articles, taking various online and in-person courses, and talking to friends who are practitioners in the field. Nowhere have I found everything so tightly wrapped up into a coherent package that clearly provides a holistic picture of personal finance. My wife and I are learning so much every day. Had we been able to take this course in our early 20s, we would almost certainly be in an even better financial position. Given the time value of money, the value of this course literally compounds the earlier a person takes it. It provides deep insights that I haven’t found anywhere else.
Bryce Markiewicz
Kansas City, MO
When we started this course, we were pursuing the conventional financial plan – to work as hard as we could, to make as much as we could, to save as much as we could. Even if that approach meant short term exhaustion or sacrificing a little family time, we thought that’s what we had to do to make the numbers work and earn a break. This course transformed the way we think about building wealth and securing retirement. Now we have a completely new plan built around principles we didn’t know before, but now seem obvious. We’re less stressed now that we don’t need to work nearly as much, and surprisingly, our financial security is improved at the same time.
Melissa S.
Rhode Island (Last name shortened by client request due to privacy concerns.)
I have been learning a tremendous amount from your course. It has provided a framework for a lot of information that I knew, but didn’t always know how it related together. I’m a bit of an information junkie, but being able to provide a framework to use the information I already know and am learning from the course and elsewhere has been invaluable. Thank you for taking the time to put this course together. It’s the most that I’ve learned about investing and planning anywhere.
David S.
Honolulu, HI (Last name and photo not included for security clearance reasons.)
(Not having this course) cost me years of freedom. I thought I knew how this worked. Oh, to have been able to start enjoying my freedom earlier!
Casey Oesterlein
Redlands CA
This is a great course. It was relatively expensive for me to purchase, but if you told me to pay $10,000 to continue or I would be kicked out with my money back, I’d be inclined to the former (even though it would be hard to pay for) because it’s worth more.
Chukuneye Neye-Akogo
Lagos, Nigeria
I was fully expecting to ask for a refund since I’ve read quite a few books on personal financial planning and it was becoming quite repetitive, but this course is something else!
Umar Khan
Manchester, United Kingdom
I am very, very impressed with the course, and I think that it is worth “pure gold.” I am a family financial advisor. All the stuff that I have learned does not come close to this course in giving a clear picture of how to plan for wealth.
Yakov Shasha
Raanana, Israel

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