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7-Step Guide to Organize Your Life & Money

at Derive Wealth - Pasadena

Course Details
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Pasadena, Downtown/Northeast
225 S Lake Ave Ste 300
Btwn Cordova St & E Del Mar Blvd
Pasadena, California 91101
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Class Level: All levels
Age Requirements: 21 and older
Average Class Size: 10
Teacher: Ryan Miyamoto

What you'll learn in this personal finance class:

A transformative class teaching you how your money works, the steps needed to achieve financial freedom, and how to organize your finances into an efficient game plan.  

The Environment
My classes are designed to be personal. You will be in comfortable chairs in a large conference room with plenty of room to move around.

The 7-Step Guide
The 7-Step Guide is the result of helping hundreds of clients plan and manage their personal finances. These topics span all age groups and life stages. The 7-Step Guide is foundational to building wealth and achieving financial freedom.

The class is broken down as follows:
  1. The Crucial Mistakes: Not all mistakes lead to financial ruin. Learn the difference between mishaps and time bombs.
  2. The Smart Budget: Learn how to interpret where your money goes and how your daily coffee habit is not your worst enemy.
  3. 2018 Tax Law Changes: Understand how your tax situation has changed.
  4. The Financial Blueprint: Learn how to segment your finances into needs, wants, and wishes and how to assign your savings to each.
  5. The Timeless Investment Strategy: Learn what actually works in the stock market, and why financial and investment professionals don't recommend it.
  6. The Right Mentality: Financial success has more to do with the right mindset and less to do with actual numbers. Learn the traits I continually see from those who have reached financial freedom.
  7. The Game Plan: Learn how to organize each area of your personal finances into a financial plan and how to monitor and update annually.
Your Opportunity
This very well may be the most profitable 1.5 hours of your life. You work hard for your money. Don't let it disappear due to a lack of knowledge.

My Pledge to You

I respect your time and attendance. There will be no products sold or discussed. Simply honest and time-tested financial advice.

Participants should be at least 25 years old to attend this class.

Still have questions? Ask the community.

Refund Policy
Full refund up to 7 days before the event. After 7 days, unfortunately no refund will be given.


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Reviews of Classes at Derive Wealth (3)

(3 Reviews)
7-Step Guide to Organize Your Life & Money
Reviewed by Winston G. on 7/27/2017

School: Derive Wealth


Derive Wealth empowers individuals to learn, plan, and take control of their finances. Our mission is to change the way financial advice is delivered by not selling any products or working on commissions. Instead we focus on education and financial planning. We provide the guidance and research for...

Read more about Derive Wealth

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