Day 1: Get the most out of life
Determine your Independence Factor (# of days you could survive without working)
| | Create the perfect vision for your future. |
| | The importance of a balanced life and how to identify your Life Zones. |
| | Create and prioritize “IMPACT-Goals” – financial objectives that are Inspiring, Measurable, Purposeful, Active, Controllable, and Time-specific. |
| | Take the Financial Satisfaction Quiz to see where you rate. |
| | Start your free online financial makeover account using the patent-pending website you're on right now! |
Day 2: Transform your financial life from the inside out
Eliminate limiting beliefs: “If your life can get worse as a result of your actions, there’s no reason it can’t get better.”
| | Use Archimede’s Principle—how small actions produce big rewards. |
| | You’ve got to implement, implement, implement. |
| | Study the thirteen elements that make up a financial success attitude. |
Day 3: Maximize your hidden wealth.
| Take control of your net worth and cash flow. |
| | Take a quiz to determine if you are swimming, treading water, or sinking |
| | Analyze your expenses using the Expense X-Ray: look at each expense and determine if it supports your overall vision for your life. |
| | If you determine that you can’t fund both, you must choose to save for retirement over your children’s college education. |
| | Decide which of your expenses and goals are negotiable. |
| | Execute the Debt Demolition Program. |
| | Design an optimized spending pyramid that accounts for not only basic living expenses and debt repayment but also financial independence payments and even charitable contributions. |
| | Four things you can do Monday morning to increase your income. |
Day 4: Invest with a purpose!
| The way we currently invest is broken: It’s overwhelming, confusing, and complicated; there is no rationale for investments or allocation; and there is too much risk. |
| | Discover why your eight-year old is a better saver/investor than you are. |
| | Learn the unique and effective method of GO! Investing (Goal-Oriented). |
| | Create investment accounts for each of your goals. |
| | Discover your investment personality. |
| | Match your investment personality with the corresponding investment strategy. (Take the quiz to see if you are Hands-Off, Involved, or Consumed) |
| | Determine the initial time frame for each goal. |
| | Invest using the investment strategy that best matches your personality. |
| | Monitor your investment accounts. |
| | Determine your Independence Factor (# of days you could survive without working) |
| | Learn the secret to finding the best actively managed mutual funds. |
| | Create your Goal Tracker Binder—an easy way to see how close you are to reaching your goals each month. |
Day 5: Survive. When disaster strikes
Follow step-by-step instructions to determine how much you need:
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| | The current cost of an average entire nursing home stay is $158,766. |
| | Consider when you should buy a long-term care policy. |
| | Learn the top ten excuses people use to avoid creating an estate plan. |
| | Learn which estate planning documents you need (the “essentials”) for your situation (e.g., kids, no kids, etc.) |
Day 6: Protect what you've earned
| Learn how to protect your assets from lawsuits. |
| | Determine how much umbrella liability insurance is necessary. |
| | Take steps to protect yourself from identity theft. |
| | Four steps if you become an identity theft victim. |





