Join this
live,
interactive, and
collaborative workshop designed to help you level up your finances for an abundant 2025, covering 4 key topics in just 4 hours. There is limited space for this hands-on, personalized experience.
We will cap this event at 15 registrants. 📍 Where: Virtual (Zoom) – Join from anywhere!
🗓️ When: Saturday, January 25, 8 AM – 12 PM PT | 11 AM – 3 PM ET
💵 Cost: $95
Ready to transform your financial future?Save Your SeatMoney-Back Guarantee
100% of proceeds given to California fire relief funds.Bring a friend and you both get 30% off.Bonus Perk: Save together and gain a wellness accountability partner to keep you on track with your financial goals long after the bootcamp. Success is sweeter with a teammate!
What You’ll Learn: 4 Key Areas for Financial Success: 1️⃣ Balance Sheet: Create a personalized net worth statement + financial health 'report card'
2️⃣ Cash Flow: Build a budget to save more, spend smarter, and maximize your income.
3️⃣ Investments: Optimize your portfolio with a risk alignment exercise.
4️⃣ Retirement: Develop a roadmap to clarify your progress and goals.
What You’ll Take Home:✅ Your personalized one-page financial plan
✅ Editable budget and balance sheet templates
✅ Love & Money Couples Financial Handbook
✅ Master goals worksheet
✅ Checklist of key tax return items
Why Join?💯 Proven Expertise: Led by Terry Parham Jr., MSFP, CFP®, ChFC®, CLU®, RICP®, WMCP®.. Terry is a seasoned wealth advisor, industry thought leader, and entrepreneur with extensive experience helping thousands achieve financial independence.
Meet Terry!💯 Real Results: Reset, Refocus, Retire–Past participants have retired early, purchased dream homes, started businesses, and more.
💯 Intimate Setting: Exclusive experience for maximum collaboration and support.
💯 Give Back: 100% of proceeds donated to fire relief funds.
Let’s make 2025 your best financial year yet!
Register NowHave questions? Email Terry at [email protected].