Mindful Money Makeover
Say goodbye to money anxiety and stress, and start building your wealth and your business.
Course Curriculum
Welcome
Available in
days
days
after you enroll
Phase 1
Available in
days
days
after you enroll
- Phase 1 / Feminine: Your Money Blueprint (VIDEO) (PDF) (24:27)
- Meditation: Forgiveness (Phase 1)
- Phase 1 / Masculine: Business Income (VIDEO) (PDF) (28:54)
- Your Business Vision (Phase 1) - Download & Fill
- Uncover Your Strengths, Talents, and Values - Resources
- Ideal Client Interviews (Phase 1) - Download
- Connection Questions (Phase 1) - Download
- Checklist: Phase 1
Phase 2
Available in
days
days
after you enroll
Phase 3
Available in
days
days
after you enroll
Phase 4
Available in
days
days
after you enroll
- Phase 4 / Feminine: Your Vision (VIDEO) (PDF) (22:32)
- Creating Your Vision (Phase 4) - Resources
- Meditation: Vision (Phase 4)
- Phase 4 / Masculine: Personal Wealth Foundation (VIDEO) (PDF) (28:18)
- Balance Sheet (Phase 4) - Download & Complete
- Estate Planning (Phase 4) - Link with Discount Code
- Life Insurance (Phase 4) - Resource
- IRS Rollover Chart - Resource
- Phase 4 / Credit Scores & Payment Strategy (VIDEO) (PDF) (16:16)
- Phase 4 / Student Loan Strategy (VIDEO) (PDF) (2:29)
- Checklist: Phase 4
Phase 5
Available in
days
days
after you enroll
- Phase 5 / Feminine: Goddess Within You (VIDEO) (PDF) (14:42)
- Meditation: Resonate (Phase 5)
- Phase 5 / Masculine: Setting Your Money Goals (VIDEO) (PDF) (20:11)
- Prioritize Your Goals (Phase 5) - Download & Complete
- One-Page Financial Plan (Phase 5) - Download & Complete
- Personal Wealth Worksheet - Download (Excel)
- Checklist: Phase 5
Phase 6
Available in
days
days
after you enroll
Phase 7
Available in
days
days
after you enroll
- Phase 7 / Feminine: Receiving More Money (VIDEO) (PDF) (15:36)
- Meditation: Celebration (Phase 7)
- 7 Steps to More Money - Download & Print!
- Phase 7 / Masculine: Growing Your Wealth (VIDEO) (PDF) (38:42)
- Robo Advisor: Schwab Intelligent Portfolios - Link
- Growing Your Wealth Solutions - Resources & Links
- Checklist: Phase 7
Coaching Calls
Available in
days
days
after you enroll
- LINK to Register for Coaching Calls (Zoom)
- 12/10/2020 Coaching Call (61:57)
- 01/14/2021 Coaching Call (32:09)
- 02/11/2021 Meditation with Alison Laichter (64:09)
- 06/03/2021 Coaching Call (48:20)
- 06/17/2021 Coaching Call (82:13)
- 07/15/2021 Coaching Call (13:35)
- 08/26/2021 Coaching Call (59:53)
- 09/09/2021 Coaching Call (69:52)
Stephanie Barnier Kremic, CFP®
Join Money Expert Stephanie Barnier Kremic, CFP® in Mindful Money Makeover. Stephanie has been teaching people about joyful money management for over a decade, and is excited to share her learnings with you.
