Course curriculum

  • 1

    Housekeeping Items

    • Schedule Financial Reviews
  • 2

    Retreat Day 1

    • Journal Prompt

    • Business Money Mindset

    • Meditation

    • Personal Budget

    • Business Budget
  • 3

    Retreat Day 2

    • Journal Prompt

    • Speaker: Carmen D'Ambrosio - Vision Tracker

    • Speaker: Carmen D'Ambrosio - Quarterly Goals & Data Scorecard

    • Speaker: Jeffrey George - Identifying & Bridging Gaps in Your Business
  • 4

    Retreat Day 3

    • Journal Prompt

    • The Importance of Insurance

    • Financial Independence Number

    • Speaker: Lisa Casillo - Retirement Strategies for the Self-Employed

    • Speaker: Barbara Schreihans - Tax Strategies for the Self-Employed
  • 5

    Guest Speakers

    • Ari Traverso (Sales Funnels)

    • Rogelio Rodriguez (SEO)

    • Shirley Lopez (Using NFTs In Your Business)

    • Natalie Brickson (Financial Wellness)

    • Jonathan Fodera (Business Financing Broker)

    • Heather Starke (Bookkeeping and Financial Organization)

    • Tomas Keenan (Hiring and Firing)

    • Rob Cressy (Become Your Ideal Self)

    • Justin Peters (Make Money Being a Podcast Guest)

    • Kaylee Philbrick (Creating a Business Plan that Helps You Get Financing)
  • 6

    Accountability Check-Ins

    • August 2022

    • November 2022

    • February 2023
  • 7

    BONUS MASTERMINDS

    • Time Blocking

    • Investing 101
  • 8

    Book Club

    • Atomic Habits

    • Profit First

    • Rich Dad Poor Dad
  • 9

    Quarterly Goal Setting and Planning

    • September - November

    • December - February

    • March-May