



15-second Application

($2,997 Value)


($697 Value)
What Financial Hacks Will You Learn?
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CASHFLOW PLANNING - Getting your personal cash flow under control is a money management skill you’ll want to master. This goes beyond only creating a budget. It's about creating a personal money management system & philosophy for your spending. This module will help you 1) achieve financial goals quicker, 2) make better decisions around spending, 3) learn how to leverage other people's money and manage your debt more effectively, and 4) have a better overall confidence when it comes to your financial journey
OPTIMIZE EMPLOYEE BENEFITS - Employers know that a solid employee benefits package can ensure they attract the right talent. Benefits are essentially the indirect pay of an employer's workforce (i.e., all non-salary compensation). These are strategies to show employee appreciation, celebrate achievements and create employee incentives. In this module, you'll get a breakdown of the most common employee benefits and offer some insights and things to consider when deciding what to take and what to leave.
TAX PLANNING - We must stop complaining about the 'loopholes' & start learning the game. Tax planning is an essential part of an individual investor's financial plan. It's not just an opportunity to reduce your tax bill; it is also an opportunity to build up your financial assets with creative strategies. After completing this module, you'll become 'tax bracket conscious', know how to time your income, and understand that building wealth is not just about increasing your income but ALSO about minimizing the taxes you need to pay because of it.
ESTATE PLANNING - Will you be remembered more for your legacy or for your liabilities? Aretha Franklin died without a legal will in 2018. She joined a surprisingly long list of famous people, including Prince, who also did the same. Assets like bank accounts, investment accounts, & property are unnecessarily probated every day. In this module you will learn legacy planning basics...from deciding who will take care of your kids, to spelling out your personal wishes for things like your funeral, to giving you a step-by-step process of mapping out how your property and assets will be divided in the event of your death.
RETIREMENT PLANNING - You choose how quickly you reach your dollar amount. Retirement planning is the process of knowing when to start, calculating how much money you'll need, setting priorities, choosing accounts and choosing investments. Another equally important component of retirement is income planning which involves how you use the money you've put in place to maintain your finances after you leave the workforce. You walk away from this module with your personal financial independence number as well as your retirement accumulation & retirement income plan.
INSURANCE PLANNING - Managing your risks is beneficial in safeguarding your finances. It prepares you to face the financial loss that you may incur in any unforeseen event such as death or hospitalization. This module will help you assess the financial risks that you face and then put together a suitable game plan to insure and minimize such risks.
INVESTMENT PLANNING - If you want there to be a time when your investments feed you, you must first feed them. Investment planning is the process of identifying financial goals, defining your timeline and how much risk you're willing to take on, then identifying the assets that you want/need to acquire to create the cashflow you need to live the life you want and then building a plan to accomplish those things.
A higher income is not enough. In fact, you could have all the financial tips and tricks in the world, but ultimately wealth starts in your mind. We often fail to address the systemic and mental barriers faced by many of the marginalized groups who grew up without access to wealth. In 2020 alone, there were 1.7 new millionaires in the U.S. Eighty percent of U.S. millionaires are first-generation “rich.” That means they didn’t inherit their wealth, but built it. Thus, changing your mindset or building a mindset conducive to wealth, is the first step to attaining it. In this module you'll learn why believing that wealth is accessible to you and believing that you are worthy of wealth despite the systems designed to keep it from you, is crucial to you building it.

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Adrienne W.
Hayward, CA


Adaora U.
Oakland, CA.

Meet the Coach
My coaching style can be described as...
'where the heart of a teacher, meets the mind of a business owner meets the passion of a life coach.'
Today, I empower others to feel confident about their financial future. I’m here to help you manage your personal finances, grow your investments, & take your business from idea to income!
I designed the Roadmap to Wealth to replace the years of financial education you may have missed. While part of building wealth is an inside job (i.e., having the mindset and drive to do what it takes to attain wealth) this course meets you exactly where you are, so you don’t have to worry about getting in over your head. Whether you’re starting the course with lots of money in the bank or starting with more debt than assets, this Roadmap will get you moving in the right financial direction. I break everything down for you to take the stress out of managing and growing your money.
The 'Roadmap to Wealth' Course is designed to be completed in 8 weeks if you are able to spend about 5 hours per week on the program. However, keep in mind that you should work at your own pace, as everyone's situation is unique. Many of my students work a full-time job while starting their business on the side so they have a limited amount of time to dedicate to the program. This course has over 40 hours of content and 10 guides & worksheets and the best thing is (since you have lifetime access) you can use this financial blueprint as a resource that you refer to whenever you need.
Once you enroll in the 'Roadmap to Wealth' course, you'll immediately be emailed your username and password to login to the online course. Your Week 1 module will be released immediately and a new module is dropped into your portal every week there after (for 8 weeks). Immediately upon joining, you'll see a confirmation page that gives you further instructions on how to request access to our private Facebook community as well as how to register for the weekly live video coaching calls. As time progresses, the online course is also where you'll access the bonuses to come including checklists & templates, Retirement Calculator, business launch resources, & more. Finally, you also get lifetime access to the course (including all future updates) as well as unlimited email support.
Contrary to popular belief, the truth is, you really only need to know how to add, subtract, multiply, and divide! There are no advanced math skills required to learn how to build wealth. That's what your future wealth team is for!...don't worry, you'll learn more about that during the course.
That's no problem! Guess what, that has even happened to me personally. I knew I was in the middle of a temporarily busy period but I knew a course I wanted to take was important to my financial/business journey. So I purchased it to eliminate the common human tendency to PROCRASTINATE and eliminate that as an excuse. I just jumped right on in when I was ready! Plus, (between you and me) whenever you choose to finally go through the modules will be just fine because all the modules will be immediately accessible to you at once!
For your convenience all of my tips, tools and techniques are digital. This was designed so you can take this course anytime, anywhere at your own pace. The only live sessions are my bi-weekly office hours where you can hop into the Facebook community and ask any questions you may have as you go through the course. Attendance at office hours is not mandatory. It's just for added assistance.
While I highly encourage you to attend these live sessions to get the full experience, don't worry! Everything will be recorded and the replay will be available to you within 24 hours of the live session.
If you have any other questions, please reach out to the 'Roadmap to Wealth' team at [email protected].


