Module

1: The Freedom Mindset

*Extra pages for notes at the end of each module*

WELCOME!

YOUR FREEDOM BLUEPRINT IS…


_______________________________________________________________________________

_______________________________________________________________________________



3 PRIMARY INFLUENCES


1) ____________________________________


2) ____________________________________


3) ____________________________________

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FIRST BE FREE, THEN BE RICH.



MONEY ASSOCIATIONS EXERCISE

Money is…

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Financial freedom is…

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Financially free people are…

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The reasons I can’t or may not become financially free are…

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FIRST BE FREE, THEN BE RICH.



Some of the possible negatives about being free or going
through the process of trying to become financially free are…

_______________________________________________________________________________

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My greatest worries and fears regarding money and freedom
are…

_______________________________________________________________________________

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The worst thing about money is…

_______________________________________________________________________________

_______________________________________________________________________________



*PLEASE TAKE OUT YOUR 72 BELIEF QUESTIONNAIRE*

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FIRST BE FREE, THEN BE RICH.



TOP 5 NEGATIVES


1) _______________________________________________________________________________


2) _______________________________________________________________________________


3) _______________________________________________________________________________


4) _______________________________________________________________________________


5) _______________________________________________________________________________


PERSONAL FREEDOM DECLARATION


1) _______________________________________________________________________________


2) _______________________________________________________________________________


3) _______________________________________________________________________________


4) _______________________________________________________________________________


5) _______________________________________________________________________________

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FIRST BE FREE, THEN BE RICH.



FREEDOM STEP

Fill in your Freedom Steps for this week below:

1) _____________________________________________________________________________

2) _____________________________________________________________________________


DECLARATION

Fill in your Declaration for this week below:

_______________________________________________________________________________


REWARD

Fill in your Reward for this week below:

_______________________________________________________________________________


COMMITMENT

I (write your FULL NAME) _______________________________________
do hereby commit to being on my coaching call next week, no
matter what!

Sign Here: _______________________________________



GREAT JOB! SEE YOU NEXT WEEK!
5
FIRST BE FREE, THEN BE RICH.



NOTES

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FIRST BE FREE, THEN BE RICH.



NOTES

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FIRST BE FREE, THEN BE RICH.



Module 2: Have A Goal, Have A Plan

*Extra pages for notes at the end of each module*

WELCOME BACK!

MY FINANCIAL LIFE IN 3 YEARS FROM NOW


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FIRST BE FREE, THEN BE RICH.



MY 3-YEAR TOTAL INCOME GOAL

My 3-year total income goal (Ex: $80,000): _______________________


MY FREEDOM PLAN

How do you plan to achieve your 3-year total income goal?


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FIRST BE FREE, THEN BE RICH.



MY INCOME GOALS – 3 YEARS FROM NOW

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FIRST BE FREE, THEN BE RICH.



EXAMPLE FREEDOM PLAN

On (today’s date), I earned a total income of (A) $100,000.

I earned (B) $70,000 from my active income at my job or business,
which increased by (B2) $18,000 from 3 years ago.

I also earned (C) $30,000 from investments, which increased by (C2)
$29,980 from 3 years ago.



MY FREEDOM PLAN

On ___________________, I earned a total income of $ _________________
(Insert Date) (A)


I earned $________________from my active income at my job or
(B)

business, which increased by $________________from 3 years ago.
(B2)

I also earned $________________from investments, which
(C)

increased by $________________from 3 years ago.
(C2)

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FIRST BE FREE, THEN BE RICH.



How do you feel after having completed your Freedom Plan?

_______________________________________________________________________________


_______________________________________________________________________________


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FREEDOM STEP

Fill in your Freedom Step for this week below:

1) _______________________________________________________________________________
*Don’t forget to download your Money Tracker*


DECLARATION

Fill in your Declaration for this week below:

_______________________________________________________________________________


REWARD

Fill in your Reward for this week below:

_______________________________________________________________________________

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FIRST BE FREE, THEN BE RICH.



COMMITMENT

I (write your FULL NAME) _______________________________________
do hereby commit to being on my coaching call next week, no
matter what!

Sign Here: _______________________________________


GREAT JOB! SEE YOU NEXT WEEK!














13
FIRST BE FREE, THEN BE RICH.



NOTES

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FIRST BE FREE, THEN BE RICH.



NOTES

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FIRST BE FREE, THEN BE RICH.



Module 3: Keep Or Weep

*Extra pages for notes at the end of each module*

WELCOME BACK!

WRITING EXERCISE

What was your biggest learning or biggest notice after filling
out your Money Tracker?

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_______________________________________________________________________________


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WANTS VS. NEEDS
*Please refer to your Money Tracker sheet for the next few
exercises*

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FIRST BE FREE, THEN BE RICH.



How do you feel looking at what you could potentially save per
month and per year just by reducing or eliminating one of your
expenses?

_______________________________________________________________________________


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FREEDOM STEP
Fill in your Freedom Steps for this week below:

1) _______________________________________________________________________________

2) _______________________________________________________________________________

3) _______________________________________________________________________________

4) _______________________________________________________________________________


DECLARATION

Fill in your Declaration for this week below:

_______________________________________________________________________________

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FIRST BE FREE, THEN BE RICH.



REWARD

Fill in your Reward for this week below:

_______________________________________________________________________________


COMMITMENT

I (write your FULL NAME) _______________________________________
do hereby commit to being on my coaching call next week, no
matter what!

Sign Here: _______________________________________


GREAT JOB! SEE YOU NEXT WEEK!









18
FIRST BE FREE, THEN BE RICH.



NOTES

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FIRST BE FREE, THEN BE RICH.



NOTES

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FIRST BE FREE, THEN BE RICH.



Module 4: Manage Your Money

Or Your Money Manages You

*Extra pages for notes at the end of each module*

WELCOME BACK!

JARS MONEY MANAGEMENT SYSTEM

Guidelines:

NEC 55%
LTSS 10%
PLAY 10%
GIVE 5%
EDU 10%
FFA 10%

MARRYING THE MONEY TRACKER
*Please refer to your Money Tracker sheet for this exercise*


DIVIDING YOUR MONEY USING THE JARS
*Please refer to your JARS Spreadsheet for this exercise*


FREEDOM STEP

Fill in your Freedom Steps for this week below:

1) _______________________________________________________________________________

2) _______________________________________________________________________________


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FIRST BE FREE, THEN BE RICH.



DECLARATION

Fill in your Declaration for this week below:

_______________________________________________________________________________


REWARD

Fill in your Reward for this week below:

_______________________________________________________________________________


COMMITMENT

I (write your FULL NAME) _______________________________________
do hereby commit to being on my coaching call next week, no
matter what!

Sign Here: _______________________________________


GREAT JOB! SEE YOU NEXT WEEK!





22
FIRST BE FREE, THEN BE RICH.



NOTES

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FIRST BE FREE, THEN BE RICH.



NOTES

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FIRST BE FREE, THEN BE RICH.



Module 5: Make A lot More Money

*Extra pages for notes at the end of each module*

WELCOME BACK!

ACTIVE INCOME IS…

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“The biggest factor to freedom is how you manage your money, the
biggest factor to accelerating your freedom is how much money you earn.”
– T. Harv Eker

STARTING WITH THE END IN MIND

PART 1:

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PART 2:

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FIRST BE FREE, THEN BE RICH.



Best ways to increase active income if you have no job/business…
• Check the library, community colleges, etc. for free seminars in the area you
wish to pursue for networking purposes
• Post on Facebook asking friends and family if they know of any opportunities
• Attend a job fair
• Make an add on craigslist with your education and skills
• Determine your skills and research possible career matches
• Research jobs in your area using Google and send in your resume
• Take a passion test
• Find headhunters to help you get interviews
• Talk with family and friends to see if they know of anyone hiring
• Find a business mentor if you want to start a business
• List how can you monetize your hobbies/passions





Best ways to increase active income if an employee…
• Take on more responsibilities
• Become a leader on team projects
• Ask for a raise if you’ve been in the company for a certain amount of time
• Move up in the company to a higher position
• Move into a different division that offers higher pay more aligned with
interests
• Systemize current job so that you can do more
• Work more hours if on an hourly salary
• Come up with a new idea or strategy to bring in new business and clients
• Solve a problem for the business/company/clients you work for and sell it to
your company
• Take stock options in the company you work for
• Get paid more by my results (commission)
• Work as a consultant for your company overtime (providing another service
as an independent consultant to the same company you work for)

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FIRST BE FREE, THEN BE RICH.



Best ways to increase active income if self employed/business

owner…
• Systemize your business
• Duplicate your business
• Expand your business
• Sell your business
• Franchise or license my business
• Lower expenses
• Increase marketing
• Increase sales
• Increase customer satisfaction
• Increase leads
• Find new business opportunities
• New products/programs
• Find joint venture opportunities
• Raise current prices on products/programs/personal fees
• Add upsells and downsells




ACTIVE INCOME STRATEGIES

Please write 3 specific strategies that will increase your active
income in your category.

1) _______________________________________________________________________________

2) _______________________________________________________________________________

3) _______________________________________________________________________________






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FIRST BE FREE, THEN BE RICH.



ACTIVE INCOME ACTIONS

Please write 3 first actions you will take to move towards
increasing your active income.

1) _______________________________________________________________________________

2) _______________________________________________________________________________

3) _______________________________________________________________________________


FREEDOM STEP

Fill in your Freedom Steps for this week below:

1) _______________________________________________________________________________

2) _______________________________________________________________________________



DECLARATION

Fill in your Declaration for this week below:

_______________________________________________________________________________


REWARD

Fill in your Reward for this week below:

_______________________________________________________________________________

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FIRST BE FREE, THEN BE RICH.



COMMITMENT

I (write your FULL NAME) _______________________________________
do hereby commit to being on my coaching call next week, no
matter what!

Sign Here: _______________________________________


GREAT JOB! SEE YOU NEXT WEEK!













29
FIRST BE FREE, THEN BE RICH.



NOTES

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FIRST BE FREE, THEN BE RICH.



NOTES

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FIRST BE FREE, THEN BE RICH.



Module 6: Appreciate Appreciation

*Extra pages for notes at the end of each module*

WELCOME BACK!

INVESTMENTS FOR CAPITAL GROWTH AND
APPRECIATION ARE…

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INVESTMENTS FOR PASSIVE INCOME ARE…

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Why investing?

1) ___________________________________________________________________

2) ___________________________________________________________________

3) ___________________________________________________________________

4) ___________________________________________________________________

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FIRST BE FREE, THEN BE RICH.



3 INVESTMENT VEHICLES

1) _____________________________________

2) _____________________________________

3) _____________________________________


REAL ESTATE INVESTING FOR APPRECIATION

• Fix and Flip: buy a piece of property, fix it up, and sell it for short-term capital
gain (profit).
• Buy and hold for benefits of appreciation only (could include both short and long
term).

MARKET INVESTING FOR APPRECIATION

• Investing in a stock that you believe will go up in value that does not pay
dividends (holding it for short or long periods of time).
• Day Trading - meaning you buy and sell stocks in a short period of time.

BUSINESS INVESTING FOR APPRECIATION

• Acquiring a distressed company with the hopes of making it more profitable and
raising the value.
• Acquiring a company under market value and selling it for higher than purchase
price
• Investing in a franchises or small brick and mortar type businesses
• Investing in something you’re passionate about could include a yoga studio, cold
pressed juice store, restaurant, hair salon or bars/nightclubs

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FIRST BE FREE, THEN BE RICH.



WHAT YOU SHOULD MOVE TOWARDS…

à If you are not investing now, your goal should be to learn how to invest
or start investing.

à If you are educated in a type of investment, then your goal should be to
start to invest or hire someone to manage your investments.

à If you’re already investing, your goal should be to expand OR diversify
your investments.


WRITE

Step 1: Choose a vehicle (real estate investing, market
investing, business investing)

_______________________________________________________________________________

Step 2: Learn about, Start/Hire to Invest or Expand/Diversify
if invested already

_______________________________________________________________________________


Step 3: Write what you want in terms of your investment

_______________________________________________________________________________


_______________________________________________________________________________

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FIRST BE FREE, THEN BE RICH.



INVESTING FOR CAPITAL GROWTH AND APPRECIATION

ACTIONS

Please write 3 first actions you will take for investing for
capital growth and appreciation.

1) _______________________________________________________________________________

2) _______________________________________________________________________________

3) _______________________________________________________________________________


FREEDOM STEP

Fill in your Freedom Steps for this week below:

1) _______________________________________________________________________________

2) _______________________________________________________________________________



DECLARATION

Fill in your Declaration for this week below:

_______________________________________________________________________________






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FIRST BE FREE, THEN BE RICH.



REWARD

Fill in your Reward for this week below:

_______________________________________________________________________________


COMMITMENT

I (write your FULL NAME) _______________________________________
do hereby commit to being on my coaching call next week, no
matter what!

Sign Here: _______________________________________


GREAT JOB! SEE YOU NEXT WEEK!










36
FIRST BE FREE, THEN BE RICH.



NOTES

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FIRST BE FREE, THEN BE RICH.



NOTES

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FIRST BE FREE, THEN BE RICH.



Module 7: Create Massive Passive Income

*Extra pages for notes at the end of each module*

WELCOME BACK!

INVESTMENTS FOR PASSIVE INCOME ARE…

_______________________________________________________________________________


_______________________________________________________________________________

otherwise known as…________________________________________________


FINANCIAL FREEDOM FORMULA

FF= __________________________


MONEY VS. TIME

1) _______________________________________________________________________________

2) _______________________________________________________________________________

3) _______________________________________________________________________________



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FIRST BE FREE, THEN BE RICH.



REAL ESTATE INVESTING FOR PASSIVE INCOME

• Buy real estate for positive cash flow, meaning you buy a piece of real estate for
rental purposes that produces an income for you.

MARKETING INVESTING FOR PASSIVE INCOME

• Money market, government bonds, corporate bonds, corporate dividends,
interest from the bank or other institutions for holding your money.
• These investments pay low interest and have lower risk than most investments,
and pay on a set schedule.

BUSINESS INVESTING FOR PASSIVE INCOME

• Investing in a business model that is proven to be successful and can easily be
systemized to work without you.
• Starting a business that has built in passive/residual income.

WHAT YOU SHOULD MOVE TOWARDS…

à If you are not investing now, your goal should be to learn how to invest
or start investing.

à If you are educated in a type of investment, then your goal should be to
start to invest or hire someone to manage your investments.

à If you’re already investing, your goal should be to expand OR diversify
your investments.








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FIRST BE FREE, THEN BE RICH.



WRITE

Step 1: Choose a vehicle (real estate investing, market
investing, business investing)

_______________________________________________________________________________

Step 2: Learn about, Start/Hire to Invest or Expand/Diversify
if invested already

_______________________________________________________________________________


Step 3: Write what you want in terms of your investment

_______________________________________________________________________________


_______________________________________________________________________________



INVESTING FOR INCOME ACTIONS

Please write your first 3 actions you will take for investing for
passive income.

1) _______________________________________________________________________________

2) _______________________________________________________________________________

3) _______________________________________________________________________________


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FIRST BE FREE, THEN BE RICH.



FREEDOM STEP

Fill in your Freedom Steps for this week below:

1) _______________________________________________________________________________

2) _______________________________________________________________________________


DECLARATION

Fill in your Declaration for this week below:

_______________________________________________________________________________


REWARD

Fill in your Reward for this week below:

_______________________________________________________________________________


COMMITMENT

I (write your FULL NAME) _______________________________________
do hereby commit to being on my coaching call next week, no
matter what!

Sign Here: _______________________________________


GREAT JOB! SEE YOU NEXT WEEK!

42
FIRST BE FREE, THEN BE RICH.



NOTES

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FIRST BE FREE, THEN BE RICH.



NOTES

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FIRST BE FREE, THEN BE RICH.



Module 8: The Secret To Living Is Giving

*Extra pages for notes at the end of each module*

WELCOME BACK AND CONGRATULATIONS!

CONTRIBUTION WRITING EXERCISE

1) Who do you want to help? List 1 specific person, group, or
charity that you’d like to start contributing to now.

_______________________________________________________________________________

_______________________________________________________________________________

_______________________________________________________________________________


2) Why do you want to help them? Be SPECIFIC!

_______________________________________________________________________________


_______________________________________________________________________________

_______________________________________________________________________________

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FIRST BE FREE, THEN BE RICH.



3) What will it be or feel like when you’re contributing to help
better other people’s lives?

_______________________________________________________________________________


_______________________________________________________________________________


CONTRIBUTION ACTIONS

Please write 3 first actions you will take for contribution.

1) _______________________________________________________________________________

2) _______________________________________________________________________________

3) _______________________________________________________________________________

FREEDOM STEP

Fill in your Freedom Steps for this week below:

1) _______________________________________________________________________________

2) _______________________________________________________________________________

46
FIRST BE FREE, THEN BE RICH.



DECLARATION

Fill in your Declaration for this week below:

_______________________________________________________________________________


REWARD

Fill in your Reward for this week below:

_______________________________________________________________________________


COMMITMENT

I (write your FULL NAME) _______________________________________
do hereby commit to completing my actions by this time next
week, no matter what!

Sign Here: _______________________________________












47
FIRST BE FREE, THEN BE RICH.



PROGRAM REFLECTION WRITING EXERCISE

1) One word to describe how you’re feeling at this very
moment.

_______________________________________________________________________________


2) In what ways do you feel different around money and
wealth now vs. when you started the program?

_______________________________________________________________________________


_______________________________________________________________________________


_______________________________________________________________________________


_______________________________________________________________________________


3) What was your biggest learning out of all 8 sessions?

_______________________________________________________________________________


_______________________________________________________________________________


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_______________________________________________________________________________
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FIRST BE FREE, THEN BE RICH.



4) What was your biggest accomplishment over the 8 sessions?

_______________________________________________________________________________


_______________________________________________________________________________


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WHAT’S NEXT?...

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FIRST BE FREE, THEN BE RICH.



NOTES

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FIRST BE FREE, THEN BE RICH.



NOTES

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51
FIRST BE FREE, THEN BE RICH.