Pathway to Financial Freedom Program

Learn how to get more from your money using a holistic approach to Personal Finance

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Have you been wanting to get your personal financial house in order? Do you desire a solid understanding of personal finance but don't want the sales pitch that is typically associated with the process? Maybe you have not been able to find the help you need because you are just starting out and don't have the income or assets to attract the proper expertise. If any of this rings true for you, then this course is for you!

I provide an unbiased, comprehensive approach that will educate and empower you! You will learn what you need to know regarding personal finance, based upon my experience, education, and credentials. My sole objective is to prepare you to successfully manage any personal finance challenge you will face in life and position you to implement solutions on your own or effectively select and engage professionals who can help you. You will be in control of your financial future!

This full course is a holistic approach to Personal Finance and includes 5 modules encompassing 12 sessions, each lasting between 15-30 minutes in length. The sessions are complemented by a Guidebook with Thought Activities that will help you better understand the concepts and create your own plan in the process.

The course contains the knowledge and action steps you need to get your financial house in order. Upon completion you will have created your own plan for achieving financial freedom and be empowered to implement it on your own or with other professionals.

I am ready to "pass the torch" of knowledge and experience on to you! It has worked for me and my family - I am "living the dream" and so can you!

The course modules include:

Module 1 - Discover & Declare

  • Discover what money means to you and its purpose in your life
  • Identify your "money scripts" and money behaviors
  • Create and declare your personal financial goals

Module 2 - Assess & Assign

  • Create a plan for your cash flow (aka Budget)
  • Properly manage credit & debt
  • Assess your financial "health" through your personal financial statements, ratios, and manage your credit score

Module 3 - Gather & Grow

  • Understand the basics of investing - why you need to invest and its long-term advantages
  • Assess your tolerance for investment risk and how to control it
  • Understand investment "products" and select those right for you
  • Create an investment strategy to help attain your goals while allowing you to "sleep well at night"
  • Develop a successful, low-cost diversified portfolio to meet your needs
  • Understand the best resources to use to get started with investing
  • Identify resources to help you monitor your progress over time and make projections of "what if" scenarios

Module 4 - Pinpoint & Protect

  • Understand the role of risk management (aka insurance) in protecting your earning power and growing wealth
  • Understand the types of insurance and how to identify and cost-effectively purchase the types and amounts you need
  • Learn about the threat of Identity Theft and how to best protect against it

Module 5 - Engage & Endure

  • Learn how to properly manage your estate and what critical documents you need now
  • Understand how to build a team of qualified professionals to help you implement your plan
  • Develop an action plan to make it happen!

The full course comes with Guidebook, Thought Activities, Presentation Slides, and full session video lessons.

30-day money back guarantee plus discounts for one on one coaching sessions with me!

Note: I have special discounted pricing for First Responders (Police, Fire, EMT) and Military (Active, Retired, and Reserve for all Branches). Contact me at [email protected] to obtain a discount code.

Your Instructor

Ray Giese, CFP®, CCSP®, MS
Ray Giese, CFP®, CCSP®, MS
What I Do: I help people align their purpose, their passions, and their paycheck to achieve financial freedom while realizing greater personal and career satisfaction. After a 30+ year career, I have devoted my "encore career" to pass on what I have learned to help you realize your goals.

Why You Should Take the Course: My courses educate and empower you to successfully navigate all the personal finance challenges you will face in your life – whether you manage your financial affairs on your own or become better prepared to work more effectively with other professionals.

Why Me?: I am devoted to coaching and education, do not sell any financial or insurance-related products, nor do I actively manage money for others. My sole focus is to educate and empower you to get more from your money!

What Qualifies Me?: After a successful 30+ year career I have achieved financial freedom for myself and my family. I have run life's "marathon" and know what it takes to finish the race. In addition, I earned a Masters of Science Degree in Personal Finance from Kansas State University and provide coaching and education services to individuals and families as a Certified Financial PlannerTM Professional, Certified Career Services Provider, and a Highlands Certified Consultant. I want to share my wisdom and expertise with you!

Course Curriculum

Frequently Asked Questions

When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

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