The Lifetime
Wealth Map.
Our life events and one-to-one coaching sessions cover a comprehensive, professional curriculum designed to guide you through every financial stage of life.
12
Core Chapters
50+
Lessons
∞
Lifetime Access
Teens & Young Adults
Building the financial bedrock. Ages 16-25 is the critical window to establish habits that compound over a lifetime.
The Money Mindset
Before the math comes the mindset. Establish needs vs. wants and clear lifestyle goals.
The First Budget
Mastering the flow of money. Understanding your paycheck and creating a budget that works.
Credit & Debt
Building a credit profile that opens doors, and strategies to eliminate bad debt quickly.
Accumulation & Protection
Ages 26-45. As income grows, complexity increases. Focus on automating wealth building and protecting assets.
Automation
Setting up a "set it and forget it" system using technology to remove willpower.
The Safety Net
Protecting your income is just as important as earning it. Emergency funds and insurance.
Risk Management
Advanced protection strategies for homeowners and growing families.
Investing Prep
The prerequisites to wealth building. Defining "Risk Capital" and due diligence.
Stock Market Basics
Demystifying the market. Understanding equities, volatility, and how to own a piece of the economy.
Compound Interest
Einstein's 8th wonder. How time and consistency turn small sums into massive wealth.
Wealth & Legacy
Ages 46+. The focus shifts to maximizing major assets, catch-up contributions, and ensuring wealth lasts.
Real Estate Assets
Navigating home ownership expenses and using real estate as a pillar of wealth.
Growth Strategy
Maximizing contributions, tax-advantaged accounts, and preparing for withdrawal.
Legacy Planning
Ensuring your wealth outlasts you. Wills, trusts, and preventing family conflict.
AI Wealth Architect.
Tell us your financial dream. We'll generate a precise, actionable plan to achieve it.
The Personal Finance Literacy
Success Course
Attend our Events & Become Money Smart
before is too late...
What Happens When You Attend?
You Will Unlock the Secrets To Create Time & Wealth In Your Life
You Will Learn Strong Foundational Activities To Success at Budgeting and Planning
You will Learn the Strategies to Increase Your Revenue & cash flow
More Profit, More Freedom, & More Growth Is Guaranteed If You Follow The Exact Steps Covered In The Course
David Zapata, CFEI®
Our speakers have the knowledge and expertise to effectively deliver workshops, keynote presentations, and advocacy events, and they are skilled at creating memorable participant experiences.
Frequently Asked Questions
No, at this time, the live events are not recorded. We love it when you ask questions and interact with the instructor so you can get more value from attending our events.
Stay tuned for our upcoming schedule of events in the South Florida area.
Just provide us with your e-mail information, and you will receive our FREE Guide.
We understand life can be tricky. Contact us for a full refund.
Yes. This course is designed for anyone at any stage of life. Our courses are for educational purposes only and do not constitute any advice.
They are available in both languages. We understand the diversity of South Florida, and that is why we believe it is essential to share our knowledge, regardless of your background or language.
Book a Seat worth $1999 for just $49.99 & get the 16-step financial checklist FREE! As this is a LIVE Workshop, we have
limited seats available!
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