What do you mean by "creating a life I love while building wealth"?
Well, I believe you should build wealth, but I don’t want you to miss out on living. In my opinion, too many people overly sacrifice essential things while pursuing "generational wealth". These people tend to have a list of regrets when they realize:
-
They missed fully witnessing their kids grow up.
-
They missed important time with their spouse, friends, & family
-
They missed experiencing all that life had to offer when they had the health and energy
-
They ended up miserable because they were constantly chasing the next goal post
The Build Your Wealth Accelerator, I'll help you create a passive wealth-building system that can work with bare minimum maintenance while allowing you to live life to its fullest potential.
-
You've tried to use a budget but it's felt restrictive or unexpected things come up.
-
You feel constantly torn between living life and trying to save, pay off debt, or invest.
-
You feel behind, embarrassed that you aren't farther ahead by now, or just discouraged about past financial mistakes.
-
You know you should be investing, but you're scared and have no idea where to start.
-
You have some assets but you're confused about them and whether you're "doing the right thing."
-
You know a little about investing, but you're not optimizing your money for financial independence.
-
You have money sitting in a savings account and you don't know what to do with it.
-
You've tried learning about investing, but all the material was really dry and boring.
This course is
for you if...
-
Never stress about money because you've set up systems that automate the process and worked to change your money beliefs.
-
Supercharge your money for a long-term goal like buying a home or a dream vacation.
-
Feel massively worthy of money coming your way, and know that your "worst case scenario" is being a millionaire at retirement.
-
Feel confident when you log into your investment accounts because you started or grew them and now you are watching your wealth multiply.
-
Create passive income and start living the life you deserve.
-
Pass on generational wealth and money lessons to your children and family members.
Are you
ready to...
Learn To Win With Money, Build Generational Wealth, And Gain Financial Freedom
01
Structure
Investing doesn't have to be complicated! I designed & simplified all the financial information you actually need to build wealth with confidence.
03
Zero Fluff
Get financial solutions with ZERO fluff and NO hype to help you build wealth wherever you are on your financial journey.
02
Step-by-Step Instructions
Videos and actionable tasks to make sure you're on the right track every step of the way. No more guessing!
04
Mentorship
Get LIVE group coaching sessions during my office hours with me to ask anything about the material. No more going at it alone and feeling overwhelmed!
The Build Your Wealth Accelerator
is the perfect course for anyone looking for a starting point to finally get their finances in order. This course walks you through 10 modules of personal finance to provide you with the information, and hands on guidance to start building generational wealth and financial freedom.
What's
Included...
-
8 weeks of training & tasks 20+ Videos (10+ Hours) To Teach You Everything You Need to Know to Start Building Wealth ($2,000 VALUE)
-
A Bonus Class Where I Reveal Everything I Buy Inside My Portfolio. I Share Which Index Funds, ETFs, And Stocks I've Bought and Why. ($900 VALUE)
-
My Custom-Made Wealth-Building Planner ($795 VALUE)
-
Checklists and Worksheets to Guide You Through Each Class ($500 VALUE)
-
Private community (online and app available)
-
Lifetime access ($PRICELESS)
BONUS #1
A BONUS Class to Teach You the Method I Used to Pay Down a Six-Figure Debt While Building A Six-Figure Investment Portfolio. ($1,500 VALUE)
BONUS #2
A BONUS Class on How to Become A Homeowner and Ways to Invest in Real Estate. ($1,500 VALUE)
BONUS #3
BONUS Bi-Weekly group sessions 4 Group Coaching Calls with Me to Ask All Your Money Questions! You Get Access to The Build Your Wealth Community For 2 Months Where I Go Live Bi-Weekly. ($2,000 VALUE)
My Promise To You
Upon completion of this program, you will have a simple & passive personalized Wealth-Building System that can serve as your financial foundation for other goals or as your financial house that you can just simply maintain that doesn't take away from who you are or who you'll evolve to become.
As someone who has been on this journey and failed many, many, many times before figuring out what actually works for me, I know what it's like to navigate a space that's unnecessarily difficult.
It's not that you are "lazy".
It's not that you aren't "hustling hard enough"
It's not that you "don't have what it takes"
It's not that your goals are "unrealistic"
You have just been doing things that don't work for you in the way that you need them to.
In the Build Your Wealth Accelerator, you will be seen, supported, and equipped with everything you need to build a successful system.
Week 1 – Goals Setting, Planning & Mindset
This week, we will focus on your main financial goals and create plans for them. A step-by-step walkthrough on how to use my custom-made wealth planner to track and plan your finances. You'll have a clear and easy-to-follow budget and net worth tracker, debt payoff and savings tracker, and an investment plan worksheet. After that, we will work on your money mindset.
Week 2 – Income, Auditing, Budgeting & Saving
In week 2, we will specifically work on and brainstorm your income sources as you can't build wealth without good, consistent income. We will also we will start auditing your finances, working on your budget, & create savings plans.
Week 3 - Risk Management, Debt Management & Credit Maintenance
In week 3, we will evaluate potential financial risks associated with life events and put a plan in place to avoid or minimize impact. You will also learn the 4 different debt repayment strategies and create your own based on the options available. We also we will create plans to fix and maintain your credit as credit can be an asset you can leverage for wealth building.
Week 4 - How the Stock Market Works
In week 4, You'll learn about the history of the stock market so you can understand how it's performed and what that means for the future. You'll understand what you can buy including Index Funds, ETFs, stocks, and bonds. Understand why timing the market is a losing battle and what you should focus on instead.
Week 5 - Understanding Investment Accounts
In week 5, we will review the difference between a Roth IRA and a Traditional IRA. You'll know after this class. You'll finally understand all the different types of accounts that you can use to invest and how they work together to save you the most in taxes. Find out how much you're paying in fees inside your 401k, 403b, or 457b plans. Learn how to access your retirement accounts early without paying penalties to fund your early retirement. This class also includes step-by-step videos on how to open an investment account.
Week 6 – Shopping For a Broker
In week 6, you will learn the differences between all the brokers out there and which one is right for you. You will also learn which brokers and apps you should avoid and why. You'll be able to decide whether you want to self-manage, use a roboadvisor, or hire an advisor to manage your investments. Then you will open your brokerage and retirement account. Also, we will open custodial accounts for minors in your life so you can start building wealth for them at the same time. Lastly, we will start covering stock investing.
Week 7 – Organizing Your Portfolio
In week 7, we will continue with stock investing to prepare you for building out your portfolio. We will be working on your asset allocation and retirement planning so you can successfully plan for your future. Have you ever looked at an index fund chart and had no idea what it meant? You will after this class. I'll show you how to shop for Target Date Index Funds, Index Funds, and ETFs. You'll apply everything you learned to create a portfolio that matches your goals. No more wondering and guessing what you should buy, how much, and when. You will design your personalized investment strategy and start investing.
Week 8 – Discipline & Turn It On!
In week 8, we will cover discipline so you can stay on track on your Wealth Building Journey. Channeling the right mindset so that you're a successful investor whether the market is up or down. How to avoid common investor mistakes and implement strategies to increase your chances of success! Then we will also turn your wealth-building system on!
Course
Curriculum
If you've been sitting back saying "I'll start investing when..." this is the when. The first step to truly building wealth is investing in your education. Not downloading an app, not buying a stock share, but having a clear plan to get you to financial security no matter how your financial situation may change.
The right time to start is NOW.
Hi! I'm Tasha L. Wilburn. I am a college professor, author, and financial coach. Empowering people to invest & grow wealth is my passion. I believe with the right tools and mindset, anyone can build life-changing wealth.
I increased my net worth by $300,000 in 3 years. I got serious about paying down debt and investing my money the day after I became a Mother. Something about becoming responsible for another human forced me to think about my future.
I've taught over 1,500 people how to manage their finances. From attacking debt aggressively to budgeting and saving strategies a wide variety of concepts and money topics are covered simply.
In this course, I'm going to be teaching you how to gain power over your money, get your finances under control, tackle debt aggressively and guide you towards generational wealth and financial freedom.
JOIN ME ON THIS REVOLUTIONARY JOURNEY!
About Your Coach
-
AM I A GOOD FIT FOR THIS COURSE?You’re a good fit if you’re a USA resident and looking to understand how to invest or to invest towards financial independence. You’re looking for either an introduction to investing or a better understanding of how investing works and how to maximize its advantages. Maybe you’ve been investing in a 401k/403b, using a financial advisor, or a roboadvisor and you’d like to have a better understanding of your investments and whether you’re actually on track. This is NOT for you if you’re looking for get-rich-quick-scheme, hot stock tips, or if you want to learn about day trading, options trading, or crypto.
-
WHAT IF I HAVE DEBT?I recommend that everyone have a 3-month emergency fund saved before they start investing. I don’t believe that you need to be 100% debt free to start investing. I invested while paying down $100,000 of student loans. I did this while building a $200,000 investment portfolio. Thanks to that decision, I am on track to retire by 45. This course is still useful if you have high-interest debt and want to learn about investing so that when you’re finally ready, you can start right away instead of losing more valuable time.
-
DO I NEED A LOT OF MONEY TO START INVESTING?So much has changed with investing that it’s now accessible to everyone! It’s free to open an investment account and you can start investing with as little as $5 with some brokers.
-
WHAT IF I HAVE A QUESTION WHILE I'M TAKING THE COURSE?As a BONUS, you have access to the Build Your Wealth community for 2 months. You’ll be able to post questions to the community page and I’ll answer them during the LIVE Q&As. Even if you can’t make it live, I’ll still answer your question on camera or in the community feed. The Live Q&As are on Wednesdays at 3:30 pm (EST). They are all recorded and the replay is posted inside Build Your Wealth. At the end of the 2 months, you may purchase a 30-day extension for $47. This is optional.
-
HOW LONG DOES IT TAKE TO COMPLETE THE COURSE?There are 10 classes with approximately 15 hours of video instruction that make up the core of the course. There is also a wealth planner and assignments after each class which may take you a few more hours. The material is set up to be completed in 8 weeks but the timeframe and pace at which you complete the core of the course are totally up to you! You have lifetime access to the videos inside the Build Your Wealth course.
-
WHAT IF I LIVE OUTSIDE THE UNITED STATES?About 80% of this course would still be applicable and useful to you. However, certain concepts do vary by country and no one course can cover all these differences. For example, investment accounts are differently named and have different criteria in each country. What we refer to as a ROTH IRA in the USA is referred to as an ISA in the UK and as a TFSA in Canada. Tax laws are also different in each country. So you will have to account for these differences as you work through the course.
-
I'M OVER 40. AM I TOO LATE FOR A COURSE LIKE THIS?Absolutely not!! I’ve had students in their late 50s and 60s take my course and they got tremendous value from it. The older you are, the more critical it is that you understand investing because you have no time to waste. Every day that passes is precious time that you can be optimizing your financial plan.
-
FOR HOW LONG DO I HAVE ACCESS TO THE COURSE?You have lifetime access to the videos inside Build Your Wealth™ including all the LIVE Q&A replays. You can watch it at your own pace. I suggest you try to complete it within 60 days so that you can take advantage of the 2-month access to me during the group coaching sessions. That way you can ask questions as you make your way through the course. However, if time runs out, you’ll have the option to purchase a 30-day pass and rejoin the community at any time! Access to this community is only available to those who purchase the course.
DISCLAIMER:
The information provided in the Build Your Wealth™ Course and Build Your Wealth™ Community is not intended as investment, tax, or legal advice. All information provided is for educational purposes only. I am not a Certified Financial Planner or a Certified Public Accountant. Investing in the stock market has risks and may result in loss of principal and capital gains. Past market performance does not guarantee future results.