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90-Minute Financial Intensive
You can't change your situation until you know what's going on.
Imagine an immersive session that helps you gain financial clarity faster. Are you struggling with any of the following:
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Too distracted to focus on your finances.
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Don't have the knowledge to build a winning $ strategy.
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Your debt is high and financial literacy is low.
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The people in your network can't or won't assist you.
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Need actionable strategies not more "information."
Trying to figure out your finances by watching You Tube videos is hard.
Clarity helps you gain control of your situation. Once you are clear it creates space to:
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Move beyond limiting beliefs and behaviors.
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Set goals and a plan.
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Establish a strong $ foundation for your children to build upon.
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Experience what it feels like to have financial clarity.
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Understand your retirement, life insurance, estate planning, emergency fund and college needs.
How does it work?
VIKTORIA MINCHEVA
Founder/CEO,
viktoria digital
I scheduled a call with Eric and I got so much helpful information which helped me address some of the things I was curious about. During our session, Eric helped me feel completely comfortable having such a sensitive conversation. I highly recommend his services.
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LAKRISHA DAVIS
Founder/CEO, lakrisha
davis & co.
"My experience with Eric was amazing, from intake to delivery. The prep work Eric prompted me to complete prior to our session brought about much financial clarity. Right off the bat, the exercise enlightened me to my financial situation..."
ALEXIA GREEN
SR. TALENT ADVISOR
"Mr. Eric is really gifted at what he does. After 1 call with him, I was able to take 3 actionable steps to help my finances. It was so hard to audit my bank statements but he encouraged me to do so. That along with his other methods have truly set me up for success."
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Trying to figure this out alone or by watching You Tube videos is hard.
My process is straightforward and designed for high-income earners with busy schedules.
What's included?
Trying to figure this out alone or by watching You Tube videos is hard.
My process is straightforward and designed for high-income earners with busy schedules.
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Comprehensive financial review.
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Review of employee benefits package.
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30-days of direct SMS access.
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30-day access to digital financial literacy course.
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Written summary and action plan.
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Budgeting / financial clarity template.
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Connections to other financial professionals.
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Significant other attendance at session.
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Free copy of my "7-Steps To Seven Figures" guide.
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Am I Good Fit For This Course?Yes, if you are willing to dedicate a few minutes per week. Financial literacy does not happen over night, it is the result of repetition and applying what you learn to your financial situation.
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How is this course structured?The course is structured in a modular format, with each module covering a specific aspect of financial literacy. Each module contains 4-8 lessons. Each lesson is 5 minutes or less.
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Does this course cover investing?Not at this time, it is designed to cover the fundamentals of personal finance. With that being said, the live sessions that accompany this course will delve into investment related topics.
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How did you determine the pricing for this course?We looked all of the ways we will be able to impact learners. This course includes video, text and live sessions. Additionally, each module includes quizzes and each lesson contains action items. Participants will leave the course with a solid understanding of personal finance. Additionally if they compete all of the required course work they will have applied the material directly to their financial situation.
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What Topics are covered in this course?This course covers the fundamentals of personal finance: mindset, budgeting, goal setting, credit, understanding employee benefits, understanding roles in the financial industry, life insurance, debt management and estate planning.
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How can I get support if I have questions during the course?Participants can access a dedicated support system, including email support, live Q&A sessions, and a Facebook group to get assistance with any questions or challenges they may encounter. Also if students want to invest in 1:1 financial coaching services they can schedule an appointment with a course instructor to discuss further.
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Are there any interactive components to the course?Yes, the course includes interactive elements such as quizzes, case studies, action items and live discussions to reinforce learning and provide practical applications of financial concepts.
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Is there a certificate upon completion of the course?Yes, participants who successfully complete the course will receive a certificate of completion.
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How long does it take to complete the course?Control Your Finances is a self-paced course. The time to complete the course will vary but all students have access to course materials for 12 months for the date of purchase. 12 months is plenty of time to complete the material.
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Is this course suitable for beginners with no financial background?Yes, the course is beginner-friendly. It starts with fundamental concepts and gradually progresses to more advanced topics, ensuring that participants with varying levels of financial knowledge can benefit. For learners who more advanced it provides an opportunity to learn but also ensure that all concepts are actually applied to their personal finances.
I'm like a fitness trainer but for money...
SHAKEENA MELBOURNE, Esq.
founder/lead attorney
upton law
"Eric's wide range of knowledge and tenacity has soared beyond my and my family's common knowledge and helped me truly see how to build on my family’s legacy. Eric has also been instrumental in helping me structure my financial situation."
YVONNE OBY
Founder,
start moving start living
"What I liked about Eric's approach is that he didn't try to tell me what to do, he was more interested in finding out what I wanted to do and then helping me with a plan. Eric discusses finances with me in a language and in terms that I can understand and the results have been amazing. "
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DR. KENYATTA STARKS
Founder/CEO, starks education consulting
"Eric is professional, knowledgeable and caring and he makes sure you reach your financial goals. I highly recommend his expertise, you will not be disappointed."
