Learning Journey

  • 1

    [LIVE LEARNING EVENT] Build Wealth in Four Steps

    • [ON DEMAND VIDEO & RESOURCES] Build Wealth in Four Simple Steps
  • 2

    [MILESTONE 1] Build Your Foundational Financial Systems

    • Upload Your Current Profit & Loss Statement, Balance Sheet & Other Financial Reports Used Regularly

    • Share Your Financial Goals and Vision

    • Establish Your Business Entity

    • Set Up a Business Bank Account

    • Select Your Business Accounting Software

    • Set Up Your Accounting Software

    • Explore Tax Planning Strategies

    • [ON DEMAND VIDEO & RESOURCES] Monday Workshop - March 1

    • [ON DEMAND VIDEO & RESOURCES] Monday Workshop - March 8

    • Does the Real Estate Professional Classification Benefit You?

    • How to Maximize IRC 199A Deduction

    • Employing Family Members – an Often Overlooked Opportunity

    • Worker Classification – The Federal Tax Perspective

    • Upload January & February 2021 Profit and Loss Statements

    • Share Your Insights!
  • 3

    [MILESTONE 2] Interpret and Analyze What Your Financial Systems are Telling You

    • [ON DEMAND VIDEO & RESOURCES] Monday Workshop - March 15

    • What gets in the way of your profit and net worth?

    • Configure Your Chart of Accounts

    • [ON DEMAND VIDEO & RESOURCES] Monday Workshop - March 22

    • Upload Your Personal Profit & Loss Statement

    • Upload Your Balance Sheet

    • [ON DEMAND VIDEO & RESOURCES] Monday Workshop - March 29

    • Share Your Concrete Baby Steps

  • 4

    [MILESTONE 3] Improve Your Profitability & Profit Margin

    • Create a Budget for the Next 3-Months
  • 5

    [MILESTONE 4] Complete and Begin Executing your Investment Plan

    • Calculate Your Net Worth

    • Establish Your Retirement Plan