Chinese Medicine

Money Rolls

Money Arriving

Money Fan

Purpose (What is are Wealth & Riches for?)
Amount (How much do you have now?)
Daily Investment (How much do you want to deposit on average daily?)
Interest Rate (What is the average interest rate?)
Time Duration (By When?)

Endowment (How will you manage it?)

Building Trusts

Whom do you trust?
What do you trust them with?
How many do you want to share wealth with?
What assets need it now?
Do you have a template?
Are you willing to take inventory, Internally and externally?

Valuables

What do you value most?
What form are your valuables in?
Do you enjoy silver, gold, platinum, titanium, etcetera?
What denominations?
What is your current net worth?
What is your desired net worth?

Tips & Tricks

Ask Your Trusted Source
Raise Your Vibration 1 Point
Keep Going as Suggested
Activate Your Financial Blueprint
Duration 3-4 Hours (Virtual or In Person)
Core Philosophy Clarity + Specificity + Aligned Action = Accelerated Wealth Manifestation
Nuggets Be Kinder to Yourself, Spend More Quality Time with Loved Ones, Live More Purposely
Top Performers Often Elite Schools, Athletes, Female

MasterClass

Clear & Compelling Purpose

At least 90% Clear and 90% Compelling minimum

How much Money you Need & In What Forms:

Cash
Checking & Savings (Multiple Banks)
Money Market
Certificates of Deposit
Venmo
PayPal
Stocks
Bonds
Mutual Funds
ETFs
Retirement
Annuities
Real Estate (Prim)
Real Estate (Inv)
REITs
Precious Metals
Jewelry
Credit
Expense Accounts

Top 3 Ideal Offerings

You will make to your ideal clients to have it happen immediately
Give me an outline of what that program looks like that we can use with your clients today

For Example $1M is the Objective

1 Client with a $5M Problem
1M Clients with a $1 Problem or Want
Some Mix of Free, Low, Middle & High Offers

Syllabus

Module 1: Igniting Your Unstoppable “Why” (Step 1: Compelling Purpose)

60 Mins

Activity

“Purpose Power Storm”
* Guided visualization: Connecting wealth to core values & desired impact.
* Partner exercise: Articulating purpose aloud, refining for emotional resonance.
* **The 90/90 Clarity & Compelling Scorecard:**
* *Clarity Check (1-10):* “Can I *see* myself living this?” “Is it free of jargon/ambiguity?”
* *Compelling Check (1-10):* “Does this make my heart race/eyes light up?” “Would I get out of bed at 5 AM for this?”
* **Refinement Station:** Iterate purpose statements until BOTH scores hit 9/10 minimum.
* **Outcome:** Each client leaves with a **Crystal-Clear, Emotionally Charged Purpose Statement** documented.

Module 2: Defining Your Exact Wealth Target (Step 2: Exact Money & Form)

75 Mins

Activity

“Specificity Sprint”

Rule

Vague terms (“rich,” “enough,” “comfortable”) are BANNED. Exact numbers & forms required.

COMPREHENSIVE Wealth Form Inventory

(Client Checklist Provided)

Liquid Cash & Cash Equivalents

* Physical Cash (Specific Amount)
* Checking Accounts (Bank, Amount)
* Savings Accounts (Bank, Amount)
* High-Yield Savings Accounts (HYSA)
* Money Market Accounts (MMA)
* Certificates of Deposit (CDs – Bank, Term, Amount)

Digital Payment & Transfer Platforms

* Venmo Balance
* PayPal Balance
* Cash App Balance
* Zelle Transfers
* Wise (TransferWise) Balance
* Other Digital Wallets (Specify)

Investment Securities

* Stocks (Company/Index, # Shares or $ Value)
* Bonds (Government, Municipal, Corporate – Issuer, Maturity, Yield)
* Mutual Funds (Fund Name, Ticker, $ Value)
* Exchange-Traded Funds (ETFs – Fund Name, Ticker, $ Value)
* Options Contracts
* Futures Contracts

Retirement & Tax-Advantaged Accounts

* 401(k), 403(b), TSP (Account Value)
* Traditional IRA (Value)
* Roth IRA (Value)
* SEP IRA, SIMPLE IRA (Value)
* Health Savings Account (HSA – Value)
* Annuities (Type – Fixed, Variable, Indexed; Issuer, Payout Structure)

Hard Assets & Tangibles

Real Estate

* Primary Residence (Equity Value or Full Value Goal)
* Rental Properties (Address/Type, # Units, Equity/Value Goal)
* Commercial Real Estate
* Land (Raw, Developed)
* Real Estate Investment Trusts (REITs – $ Value)

Precious Metals

* Gold (Coins, Bullion, Certificates – Ounces/Value)
* Silver (Coins, Bullion, Certificates – Ounces/Value)
* Platinum, Palladium

Collectibles

* Fine Art (Artist, Piece, Value)
* Jewelry (Appraised Value, Pieces)
* Rare Coins/Stamps
* Vintage Cars/Boats
* Luxury Watches
* Wine/Spirits

Commodities

(Futures or Physical – e.g., Oil, Grain, Livestock)

Business Equity & Cash Flow

* Ownership Stake in Private Business (% Ownership, Valuation Goal)
* Business Valuation Increase (For Owned Business)
* Royalty Income Streams (Source, Annual $ Amount)
* Licensing Fees

Cryptocurrency & Digital Assets

* Bitcoin (BTC – Amount/Value)
* Ethereum (ETH – Amount/Value)
* Stablecoins (USDC, USDT, DAI – Amount/Value)
* Altcoins (Specify Coin, Amount/Value)
* NFTs (Specific Collection/Item, Value)
* Tokenized Assets

Debt Reduction & Credit

* Specific Debt Payoff (Mortgage, Student Loans, Credit Card – Creditor, Amount)
* Increased Line of Credit (Type – HELOC, Business LOC, Amount)
* Improved Credit Score (Target Score)

Trusts, Foundations & Estate Assets

* Trust Fund Distributions/Value
* Foundation Endowment Value
* Inheritance (Specific Asset/Value – if known/planned)

Other Value Stores

* Intellectual Property Value (Patents, Copyrights, Trademarks)
* Contractual Rights (e.g., Revenue Share Agreements)
* Pension Plan Value
* Whole Life Insurance Cash Value

Action

Clients build their **Specific Wealth Blueprint** listing EXACT amounts and forms across *at least* 3 categories relevant to their goal. (e.g., “$500k Cash (across HYSA & MMAs), $250k in VOO ETF, Fully Paid Off Primary Residence (Current Value $750k)”).

Outcome

Hyper-specific, multi-faceted wealth target document.

Module 3: Crafting Your Magnetic Offerings (Step 3: Top 3 Ideal Offerings)

60 Mins

Activity

“Offer Alchemy Lab”

Principle

Offerings must directly solve core problems/fulfill deep desires of your *ideal* client, generating revenue *now*.

Ideal Client Alignment

Quick review of client avatar (prerequisite knowledge).

Brainstorming

Generate 5-7 potential offerings leveraging client strengths, passion, and market demand.

Selection Criteria

High Value Perception Clients happily pay premium.
Strong Profit Margin Significant revenue after costs.
Scalability/Deliverability Can you deliver it consistently & potentially scale (1:1, 1:few, 1:many, automated)?
Speed to Market Can be launched/offered *immediately* (or very soon).
Alignment Resonates with your Purpose (Step 1) and fuels your Wealth Target (Step 2).

Top 3 Selection

Clients select & refine their **Top 3 High-Impact Offerings**.

Format Examples

Signature 1:1 Coaching Program, Intensive 2-Day Workshop, Premium Mastermind Group, Done-For-You Service Package, High-Ticket Online Course, Licensing Program, Exclusive Membership Community, Strategic Consulting Retainer.

Action

Define each offering’s Core Transformation, Price Point, Target Client, and First Action Step to launch.

Outcome

Clear **Top 3 Offerings Roadmap** with immediate next actions.

Module 4: Integration & Immediate Action (The Bridge)

30 Mins

Wealth Activation Sequence

Visually map how Purpose (Step 1) fuels the creation of Offerings (Step 3) which generate the specific Wealth Forms (Step 2).

Commitment Ceremony

* Clients share *1* specific, measurable action they will take within 24 hours related to their Top 3 Offerings.
* Peer accountability pairs/groups formed.

Q&A & Overcoming Sticking Points

Address final blocks to immediate implementation.

Resource Handoff

Provide templates (Purpose Statement, Wealth Blueprint, Offerings Canvas) and recommended tools.

Key Materials Provided to Clients

Wealth Mastery Workbook

Contains exercises, scorecards, checklists, and templates for all 3 steps.

Comprehensive Wealth Form Inventory Checklist

(The exhaustive list from Step 2 above).

Offerings Impact Selector Tool

Worksheet to score and select Top 3 Offerings.

24-Hour Action Plan Template

Access to a Private Community (Optional but Recommended)

For ongoing support and accountability.

Facilitator Notes

Emphasize Specificity Constantly challenge vagueness in Steps 1 & 2. “What exactly?” “How much precisely?” “Which specific account/asset?”
Leverage Past Success Reference specific examples (anonymized) of how this 3-step process worked for others you’ve trained.
Energy & Belief Maintain high energy, especially during Step 1 (Purpose) and Step 4 (Action). Belief in the process is key.
“Immediately” in Step 3 Stress that offerings should be things they can *start selling now* or with minimal lead time. Avoid complex 12-month product builds.
Flexibility While the 3-step structure is rigid, allow flexibility *within* each step for client processing and individual needs.

A rigorous, structured framework that directly implements proven methodology, with the exceptionally detailed Step 2 currency/asset list, empowering clients to leave with actionable blueprints.