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Established Family Course (Ages 35-45)

For families with established careers that have seen their income increase along with lifestyle needs and expenses. Make sure you are on track and your resources support your family as it grows.

Get started

Established Family Course (Ages 35-45)

For families with established careers that have seen their income increase along with lifestyle needs and expenses. Make sure you are on track and your resources support your family as it grows.

Get started

About the course

Your career has progressed, your income is higher, but your lifestyle needs and expenses are changing as your family grows. You want to make sure you take the right actions, both to utilize your resources and protect against potential missteps. You want to reach the goals you have set for your family.

Learning how to self-manage your situation can ensure you are making the most of what you have and give you the confidence you are on the right track.

when you need this?

You Want More Clarity on the Path Ahead

You Want Growing Income to be Leveraged

You Want to Protect Your Young Family

You Want to Avoid Missed Opportunities

Join now for the best price $199

Join now

About the course

Your career has progressed, your income is higher, but your lifestyle needs and expenses are changing as your family grows. You want to make sure you take the right actions, both to utilize your resources and protect against potential missteps. You want to reach the goals you have set for your family.

Learning how to self-manage your situation can ensure you are making the most of what you have and give you the confidence you are on the right track.

when you need this?

You Want More Clarity on the Path Ahead

You Want Growing Income to be Leveraged

You Want to Protect Your Young Family

You Want to Avoid Missed Opportunities

Join now for the best price $97

Join now

What the course includes

01

Introduction
to the Financial Pinwheel

Learn about how the course is tailored to helping established families make the most of their existing resources and opportunities.

02

Part 1.0:
Your Current Pinwheel

Explore the implications of different pinwheel sizes on long-term financial stability. You will gain insights into managing your expenses and savings to maintain a balanced and sustainable financial pinwheel.

03

Part 2.1:
Your Current Financial Battery

Learn about how to assess your current savings and investments—referred to as the financial battery, and how it is comprised of two parts, the YOU terminal and the THEM terminal. The YOU terminal requires compound growth to succeed.

04

Part 2.2:
Growing Your Financial Battery

After seeing what your current Financial Battery looks like, you’ll now learn strategies to both calculate and implement the financial energy you may need to save.

05

Part 3:
A Self-Charging Wind Machine

A Financial Battery is great, but it needs to compound its growth and self-charge over time. Investments are the solar panels, the tool in self-charging your financial battery.

06

Part 4:
Preparing for a Hurricane

Learn about how different forms of insurance are important in protecting the Financial Pinwheel you have now built.

07

Maintaining Your Pinwheel

As an established family, your pinwheel is going to change as your income continues to grow and your family enters new life stages. Making the most of your resources now provides more flexibility as these stages occur.

08

Ongoing Membership

Here I help you maintain updated knowledge, ensuring you can continue to implement your own self-managed strategy effectively and efficiently.

What the course includes

What You'll Get

What you receive through greater understanding is greater freedom to enjoy today.

Greater Clarity

01

You’ll know your lifestyle expenses, your savings rate, and if you appear to be on track.

Higher Confidence

02

You’ll see how your money is working for you now, as well as actions within your control.

Broader Vision

03

You’ll learn to look for opportunities that can possibly supercharge your situation.

More Enjoyment

04

You’ll have freedom to focus more on enjoyment with your family.

What You'll Get

What you receive through greater understanding is greater freedom to enjoy today.

Greater Clarity

01

You’ll know your lifestyle expenses, your savings rate, and if you appear to be on track.

Higher Confidence

02

You’ll see how your money is working for you now, as well as actions within your control.

Broader Vision

03

You’ll learn to look for opportunities that can possibly supercharge your situation.

More Enjoyment

04

You’ll have freedom to focus more on enjoyment with your family.

Benefits of the course

Actionable Strategies

Each bite-size lesson is easy to understand and put into practice, all through the simple analogy of the Financial Pinwheel.

30 Interactive Videos

See Joe explain each lesson and concept directly to you, rewatch as needed, with knowledge checks to confirm understanding.

10 Implementation Calculators

Simply input your information to see lifestyle expenses, savings rate, income growth, and more.

Established Family Course 

Ready to Learn the Secrets to Perpetual Financial Freedom?

With expert guidance and actionable lessons, you’ll gain the confidence to achieve your financial goals—enroll now and invest in your future!

You’ll get

8 modules

30 course videos

10 calculators

1 year access to all resources

Join now for the best price $199

Join now

Established Family Course 

Ready to Learn the Secrets to Perpetual Financial Freedom?

With expert guidance and actionable lessons, you’ll gain the confidence to achieve your financial goals—enroll now and invest in your future!

You’ll get

8 modules

30 course videos

10 calculators

1 year access to all resources

Join now for the best price $97

Join now

Free Guide

Established Family Course 

Find out how “The Financial Pinwheel” can change your life for the better.

Free Guide

Established Family Course 

Find out how “The Financial Pinwheel”  has helped others and how it can change your life for the better.

7-DAY MONEY-BACK GUARANTEE

We’re confident you’ll love this course. However, if for any reason you feel it’s not delivering what we promised, simply reach out to us within 7 days of purchase. No questions asked.

Join course

Frequently asked questions

Need help?

If you have any questions or suggestions, simply complete the form below, and we’ll respond shortly

Need help?

If you have any questions or suggestions, simply complete the form below, and we’ll respond shortly