Your Partner in Creating Wealth
Memberships
Personal
Membership is designed for the individuals and families looking to take control of their financial future. This membership focuses on budgeting, saving, retirement planning, credit and tax consultation.
Contact us for your FREE consultation.
Business
This plan focuses on establishing the business structure bookkeeping, marketing plan, business credit consultation and taxes.
Contact us for your FREE consultation.
Workbooks
The book contains information on how to budget and save, develop good financial habits, credit management, how to leverage financial products, and prepare for retirement.
eBook
Paperback
Wealth and Legacy Workshop
The workshop is a live presentation of module 1-3. Optional package includes a copy of the Wealth and Legacy workbook and three month membership to Wealth Education Academy for each attendee. To schedule a workshop for your organization contact info@wealtheducationacademy.com
Module 1
Establish a Need
Create a Budget
Savings Plan
Module 2
Debt Elimination
Overhead Deduction
Financial Demons
Amortization Chart
Module 3
Credit Reporting Agencies
Credit Dispute
Refinancing