Financial Wealth Unlocked
Tailored for female entrepreneurs wrestling with the complexity of personal and business financial management.
Drowning in disorganised finances? Embrace our comprehensive method and secure your financial future today.
Financial Wealth UnlockedSub-Headline
Tailored for entrepreneurs aged 45+ wresting with the complexity of personal and business financial management.
Drowning in disorganised finances? Embrace our comprehensive method and secure your financial future today.
About Jackie Stewart
With over 40 years of experience in the accounting profession and 15 years as a teacher of vocational subjects, Jackie’s teaching style encapsulates her bright and positive personality which allows skillful and simple financial terminologies to be grasped in a practical, fun and pragmatic way.
Jackie does business consulting and coaching for business owners. Her ethos is that every business owner should understand what the numbers mean in their business so they can make decisions and run profitable businesses.
Jackie helps business owners to get paid consistently from their businesses by helping them to manage their personal and business finances. To reduce any bad money habits so that they can grow their wealth.
MODULE ONE
Money Mindset
OUTCOME
A clear understanding of your relationship with money.
DESCRIPTION
Kick off your financial mastery by understanding where your beliefs and habits about money came from. Once you understand this you will be able to laythe groundwork for a robust financial plan.
MODULE TWO
Setting Financial Goals
OUTCOME
Specific, measurable, achievable, relevant, and time-bound financial goals.
DESCRIPTION
Learn the art of setting realistic financial aims tailored to your aspirations, and equip yourself to track progress and reach these targets effectively.
MODULE THREE
Creating a Budget
OUTCOME
A functional budget that aligns with your financial goals.
DESCRIPTION
Develop a comprehensive budget you control, perfectly aligned with your financial goals, ensuring you manage your funds effectively and efficiently.
MODULE FOUR
Business planning
OUTCOME
Clear, actionable strategy for business.
DESCRIPTION
Set a definitive course for the future of your business with a well-crafted plan, ensuring its longevity and continuity.
MODULE FIVE
Key business reports
OUTCOME
The ability to understand the numbers in your business.
DESCRIPTION
Establish routine checks on your financial plans to maintain accuracy and efficiency, keeping your financial goals on target.
MODULE SIX
Estate Planning
OUTCOME
Know how to protect your hard work for those you leave behind.
DESCRIPTION
Have the right products in place for your loved ones.
MODULE SEVEN
Making your money work for you
OUTCOME
Knowledge of different strategies to grow your wealth.
DESCRIPTION
Savings & investing can be tricky to navigate, get expert information on different options.
MODULE EIGHT
Protecting Your Wealth
OUTCOME
A solid plan to protect your assets.
DESCRIPTION
Learn to safeguard your wealth against potential risks and uncertainties with robust risk management and insurance planning.
MODULE NINE
Planning for Retirement
OUTCOME
A robust retirement plan.
DESCRIPTION
Prepare for retirement with a comprehensive strategy that ensures peace of mind and financial security in your later years.
MODULE TEN
Succession Planning
OUTCOME
Clear, actionable strategy for business succession.
DESCRIPTION
Set a definitive course for the future of your business with a well-crafted succession plan, ensuring its longevity and continuity.
MODULE ELEVEN
Regular Financial Monitoring
OUTCOME
Ability to regularly assess financial health.
DESCRIPTION
Establish routine checks on your financial plans to maintain accuracy and efficiency, keeping your financial goals on target.
MODULE TWELVE
Building Financial Confidence
OUTCOME
Increased confidence in financial decisions.
DESCRIPTION
End the training with enhanced financial decision-making skills, equipped with the confidence to control and direct your economic future.
Who is it for?
- An entrepreneur aged 40 and older
- Struggling with managing personal and business finances
- Seeking clarity, peace of mind and a secure financial future
Who is it not for?
- Not an entrepreneur
- Already proficient at financial management
- Not interested in long-term wealth building and financial security
Financial Freedom Unlocked
Tailored for entrepreneurs aged 45+ wresting with the complexity of personal and business financial management.
Drowning in disorganised finances? Embrace our comprehensive method and secure your financial future today.
Financial Freedom Unlocked
Tailored for female entrepreneurs wrestling with the complexity of personal and business financial management.
Drowning in disorganised finances? Embrace our comprehensive method and secure your financial future today.
