The WealthBuilders Circle Accelerator
With Tanya Taylor, CPA, MBA
50%
Now is the time to begin managing your finances and creating multiple streams of income?
The WealthBuilders Circle Accelerator is by application only, and is the ultimate in wealth building. You will have lifetime access to all courses. We will work with you to create a custom wealth plan, and through small group coaching and milestone check-in, help you to accelerate your path to wealth.
What you will learn?
You will have access to a total of 14 self-paced courses and will customize your roadmap based on your specific financial journey. Through small group coaching, you will receive the building blocks to manage and prioritize your finances, create a workable budget, repair your credit and manage your debt. You will then move on to the invest and grow phase where you will have the options to generate multiple streams of income either through turning a hobby into a business, setting it up from scratch and funding, or through investing in the stock market. In the final pillar of the program, you will calculate a retirement number and create a custom built portfolio, creating tax planning and wealth protection strategies to achieve your financial goals.
The Wealthy Mindset Project
01
Making financial changes requires a complete shift in your mindset. You will learn how to develop permanent life changing habits that will allow you to manage your finances and grow your wealth.
The Managing My Money Project
02
Learn the basics of personal finance. Learn how to prioritize your spending, to calculate your net worth. Understand your insurance and estate planning needs and the different types of retirement accounts, and so much more
The Love My Budget Project
03
Your budget is your way to financial freedom. You will learn to create a practical and workable budget that you will love. You will learn how to identify and eliminate negative spending habits while enjoying
The Roadmap to 850 Project
04
You will have everything that you need to repair your credit. The step by step process will help you to begin seeing improvements in your credit score in as little as 30 days.
The Demolish My Bad Debt Project
05
How mastering the art of budgeting and managing our credit can lead to massive debt reduction. You will be able to create a realistic debt reduction schedule to eliminate your bad debt.
The Secrets to Business Credit
06
Provides a step-by-step process of setting up a business the right way, so that you can build credit independent of your own personal credit. You will learn how within a short period of time you can establish credibility as a business, so that you can dominate business credit. You will learn how to name and incorporate you business.
The Hobby to Business Project
07
Turn your hobby or ideas into a business where you can begin generating another stream of income or even replace your current income. You will learn how to identify your niche, validate and structure your program, and use social media to monetize your business.
The First Time HomeBuyer Project
08
Takes you through all the steps needed to purchase your first home. You will learn the ins and outs of the home-buying process, the laws that protect you and some of the key things that you need to do during the process.
The Stock Market Investment Project
09
Whether you are a beginner or have been investing in the stock market using stock tips, this course is for you. you will learn the step by step approach to investing in the stock market – from understanding what a stock is, to perform all the financial research on the stock. You will also learn when to buy, sell and hold, how to create your own watchlist and receive a starter watchlist to begin your investment journey.
The Portfolio Builder Project
10
This in-depth course incorporates all the different asset classes into one portfolio. You will be able to confidently create your own portfolio, based on your risk tolerance and long term goals. You will have hundreds of pre-screened investments as well as all the tools to research and select your own investments. Finally you will calculate and plan for what you will need to retire worry-free.
The Wealth Protection Project
11
This project ties together all the components of your wealth building plan. You will identify all the types of insurance protection that you need in your wealth building arsenal. You will understand the components of estate planning and legacy building.This course will also introduce advanced risk management and wealth building strategies to help you in not just growing your wealth and retiring worry-free, but also leaving a legacy for your loved ones and your favorite charity.
The Tax Planning for Wealth Preservation Project
12
Learn the best tax reduction strategies that you can legally take to reduce how much you legally pay to the government. You will learn the best strategies to reduce your personal income taxes. You will learn the right legal entity to set up for the maximum deductions, and learn how to legally document, write off your business expenses and audit proof your write-offs.
And 2 Courses Absolutely FREE.
The Car Buying Simplified Project
BONUS 1
Shows you all the tips and tricks of purchasing a car that you can afford and love.
The Vacation on a Budget Project
BONUS 2
Learn how to plan a fun, safe trip and understand how to find the cheapest flights, and best low cost adventures and accommodations.
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