Introduction - The Wealth Advantage Framework (20 minutes)

Introduction - The Wealth Advantage Framework

Course Introduction

Passion (1-1.5 hrs)

Defining Your Vision

Your Vision of Wealth

Passion Statement

Passion Brainstorming

Passion Priority Worksheet

Passion Statements

Habit Inventory (~1 hr)

Habit Assessment (10 min)

Habit Inventory (10-15 min)

Consequences: Ignoring Good Habits

Habit Action List (30 min)

Network Assessment (~2 hrs)

Existing Network (30 min)

Wealth Network (30 min)

Wealth Network Brainstorming List

Wealth Network Worksheet

Goal Assessment (2-4 hrs)

Supplemental Materials

Goal Assessment (10-15 min)

Goal Assessment Activity (2-4 hrs)

Goal Scheduling (2-4 hrs)

Goal Scheduling - 5 Years (1 -2 hrs)

Goal Scheduling - 1 Year (1 -2 hrs)

SWOT Analysis (1.5-2 hrs)

SWOT Analysis (10 min)

SWOT Matrix (1-1.5 hrs)

Learning Plan (~1 hr)

Learning Plan Instructions (10 min)

Personal Learning Plan Worksheet (45 min - 1 hr)

Decision Framework

Decision Making (30 min)

Decision Making Framework (15 min)

Your Vision of Wealth

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