Educational Course Offerings

13 Week - 3D Wealth Academic Credit Course

It's not enough to merely address the financial wealth of an individual or a family.  Real wealth management goes beyond just 1-dimensional.  This is a 13 week academic credit course  designed to introduce you to the 3 dimensions of wealth and teach you how to begin to synchronize them into a coherent "total" wealth plan.  

$550.00 USD

7 Week - 3D Wealth Academic Certificate Course

This is a 7 week certificate credit course designed to give the student an overview of what "more than money" wealth management is and how to synchronize the 3 dimensions of a client's wealth.

$310.00 USD

2 Week Certificate Course - Life Insurance - Past & Future

$110.00 USD

Edge360 Offer

$495.00 USD

MTM360

This is a course that teaches how to use each of the exercises that are incorporated into the "MTM360" digital platform that is used with multi-generational families to prepare the heirs for the money.

$6,000.00 USD

Vision360 Offer

This is a 4 session overview of what the future could look like for a family that engaged in the MoreThanMoney360 process for preparing heirs. 

$6,000.00 USD

5 Pillars of Multi-generational Success

$6,000.00 USD