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10 Day Prosperity Challenge

It’s all about making a change. In order to change you need to start here.

Chapter 2 : Get your Mind Right

  1. Video on Financial Psychology

Chapter 3 : Goals and Dreams

  1. Video on Goals and Dreams
  2. Survey: Align your Goals and Dreams

Chapter 4 : Financial Questions

  1. Survey: Financial Situation and History
  2. Homework

Chapter 5 : Get Tax Smart

  1. Video Get Tax Smart

Chapter 6 : Create a Spending Plan

  1. Create your Spending Plan

Chapter 7 : Calculate your Net Worth

  1. Complete Wealth Accumulation Statement

Chapter 8 : Financial Literacy

  1. Video on Financial Literacy

Chapter 9 : Receive and Review your Prosperity Plan

  1. Schedule a Meeting With Your Prosperity Advisor

Chapter 10 : Establish a Plan for Success

  1. 8 Steps of the Prosperity Path

C R Thelin

Instructor

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