Course One - Start Here
The Amazing Life Money Book.
A plan for creating and living an abundant life.
Wealth is not a secret. There is a system to wealth. I made this course for anyone whose money frustrations are keeping them from their potential. You don't need a business or an exit to start.
12 Lessons Self-Paced Lifetime access
The course isn't open yet. Leave your email below and I'll write to you when enrollment begins.
"Its never too late for a fresh start”
Two parts, taken in order
Part One builds the mindset. Part Two is the system: eight levels, each building on the last. Plan on about one lesson a week.
What’s Inside
PART ONE: Your Amazing Life Is Waiting
Four chapters on the mindset that has to shift first — releasing old money mistakes, understanding your own wealth personality, seeing wealth as a system rather than an event.
Part Two: The Amazing Life Money Plan
An eight-level sequential plan, each level meant to be mastered before the next — from understanding your wealth quotient to actively managing risk and vision over time.
1.1. Never too late for a fresh start
1.2. Use your wealth personality
1.3. Nine essentials on your wealth journey
1.4. Wealth as a system
Understand Your Wealth Quotient
1
2
3
4
5
6
7
8
Focus on You
Lifestyle Matters
Be Compelled
Get Literate
Implement System
Choose Everyday
Manage Your Visions, Expectations,Money
Your Amazing Life Money Notebook
Every lesson ends with a question for you I call it a Consideration. You write your answer in one running notebook. By the end of the course, that notebook holds your own Amazing Life Money Plan.
LESSON 1.1
What money mistake are you still carrying, and what would it mean to set it down today?
LEVEL TWO
Write your own definition of financial freedom, not the generic one.
LEVEL EIGHT
What's your plan for revisiting this entire system in 90 days?
Is this the right course for you?
Who this course is for
IT IS THE RIGHT FIT IF
Money frustrations are keeping you from living your actual potential
You want a system for building wealth, not just motivation
You're earlier in your financial life than a business exit or liquidity event
You're ready to keep a running notebook and complete the reflection work
IT'S NOT THE RIGHT FIT IF
You're looking for specific investment picks or portfolio allocation advice
You've already done deep work on your money mindset and want advanced material — see The Circle of Four instead
You need tax or legal advice in place of a licensed professional
WHAT YOU KEEP
What you walk away with
✓ A completed Amazing Life Money Notebook
✓ A clear picture of your wealth personality and where it's out of balance
✓ A written lifestyle picture and vision statement
✓ An understanding of your wealth quotient, and a five-step plan for any remaining debt
✓ Concrete next steps for turning earned income into returned wealth
I've sat on both sides of the table.
I'm a fourth-generation entrepreneur. My great-grandmother came to Los Angeles from Europe as a widow with many children and opened markets downtown, and I learned business doing the small, unglamorous jobs in the family business.
Since then I've been an investment banker, a venture investor, a family-office principal and a founder. These courses are what I teach from that experience.
Read the full story →
Early Access
Start with a System
The course isn't open yet. Leave your email and I'll write to you when enrollment begins.