Greetings !
THE ORIENTATION REPLAY IS IN THE MEMBER PORTAL - IT INCLUDES IMPORTANT INFORMATION TO GET YOU OFF TO AN EASY START. .
GO TO YOUR GROUP, THEN FORUM, THEN LOOK FOR THE ORIENTATION ARTICLE.
IF YOU HAVE NOT JOINED THE MEMBER PORTAL, IT'S OUTLINED IN STEP THREE BELOW. PLEASE DO NOT SKIP ANY STEPS. I'VE INCLUDED A COPY OF YOUR ORIGINAL WELCOME LETTER BELOW FOR YOUR CONVENIENCE.
Thank you for enrolling in the Entrepreneur's Academy and taking the first step with me towards achieving your financial freedom, living your life like a business and building a world class enterprise! In order to assist with questions you may have, this email serves as an overall explanation of the financial coaching process, including new updates.
Print this email and place it in your budgeting journal for future reference. Take a deep breath and don't get overwhelmed.
Please do each of the following four steps today, so you can schedule your one on one with me:
1 - ENTREPRENEUR'S ACADEMY CLASS ACCESS, USERNAME AND PASSWORD:
By now you should have received a separate email with your username and password to access your first class. You should have also received a Welcome email to start your first class.
When you enter, click "continue" beneath the image for your course (you will see courses that require a fee - please ignore them - those courses will become available to you upon request or as you progress in your coaching).
Part one of that course is 21 Days to Financial Freedom and you will need my book, Living Check to Monday, by Day 4. It's already on the way if you haven't received it! This class may seem to be basic for some, but it is the best way to ensure we are on the same page with the mindset you will need to be successful in your finances and in your business.
As a part of the ENTREPRENEUR'S ACADEMY, you will receive six of my greatest books:
- The Symphony: A Guide to Creating and Balancing Multiple Streams of Income
- Living Check to Monday: The Real Deal About Money, Credit and Financial Security
- Living Beyond Check to Monday: A Spiritual Path to W.E.A.L.T.H. & Prosperity,
- Yes You're Approved: The Real Deal About Getting a Mortgage and Buying a Home
-
EBook: Lynn Richardson's Bookwriting Rules and
-
The Master Business & Budgeting Journal
You receive a 20% discount on other book purchases at www.newwealthuniversity.net. Use this discount code: wealthacademy20. This is my special gift to you for taking a step out on faith.
You will receive a confirmation number when your materials are shipped if you haven’t already. If you already have these books, great! Share your extra book(s) with someone who you want to start this journey with you. Your network determines your net worth, so surround yourself with people who are on the same mission as you.
Please use the following hashtag on social media - #wealthvision2020 - #entrepreneursacademy so I can find you!
Now that you have logged in to start your class, move on to #2 -- YOU DO NOT HAVE TO COMPLETE THE CLASS, YOU JUST NEED TO START . . .
2 - MONTHLY SUBSCRIPTION:
Log in below to enter a payment method to start your monthly coaching subscription or $49, which will be billed on the 1st of each month starting until you cancel. You can cancel at anytime.
You must complete this step prior to scheduling your one on one session with me (if you are already enrolled in another subscription program, you do not have to enroll again, just make sure your payment information is updated. You do not pay 2 separate subscriptions)
your username:
your password: you can reset it at any time
Make sure your method of payment is updated in the payment portal before you go to the next step - this whole mission is about financial responsibility and elevation, so this will be a consistent integrity check. If you have not completed the step above, you cannot schedule a consultation and your access to the portal mentioned below will be denied.
AFTER YOU COMPLETE 1 AND 2 ABOVE:
3.JOIN THE NEW W.E.A.L.T.H. University MEMBER PORTAL
Please do not attempt to move forward with a financial assessment until you have logged in to each of the three items above.
4.GET STARTED WITH YOUR BUSINESS, TAX AND FINANCIAL ASSESSMENT - ONE ON ONE WITH LYNN!
Continue below to obtain your free financial AND business assessment and to learn the next steps to be considered for the #20in2020 program (if you are interested). Then reply to this email after you upload your spreadsheet to let me know you have uploaded your spreadsheet.
STEP ONE:
1.Complete and save your Income and Expense Worksheet on your computer in Excel. DO NOT CONVERT IT TO PDF. Here is the link to the income and expense worksheet:
Download it.
Save it to your computer.
Close the screen. You cannot type in the document from the download screen.
Open the file from the location where you saved it.
Click enable editing if that pops up.
Make sure you have the software that allows you to use Excel Workbook.
2. UPLOAD YOUR SPREADSHEET - AS AN EXCEL SPREADSHEET - NOT NUMBERS AND NOT PDF - after you complete it and save it on your computer:
3. THIS IS WHAT YOU DO NEXT: Reply to this email (do NOT start a new one) to let me know when the spreadsheet is complete and I will send a secure link for you to schedule your F.A.S.T. (FINANCIAL STRATEGY ASSESSMENT TIME) session with me.
If you only want a budget, debt & asset preliminary tax assessment, then you only need to complete step one.
STEP TWO:
If you want know if you can purchase or refinance a home, please continue with the following items:
1. Your last tax return that you filed if you are self employed.
2. 2018 W2 FORM
3. 2019 W2 FORM
4. Your last four paystubs
5. Your credit report: If you have a THREE BUREAU CREDIT REPORT WITH ALL THREE SCORES in a single document, then you can upload that.
If you do not have a THREE BURUEAU CREDIT REPORT WITH ALL THREE SCORES in a single document, then visit www.myfico.com , pull your THREE BUREAU CREDIT REPORT — FICO® ADVANCED 3-Bureau Monitoring Plus Quarterly Credit Reports $29.95/ - - YOU CAN CANCEL THE SUBSCRIPTION AFTER YOU GET YOUR REPORT – THIS WILL ENABLE ME TO ASSESS YOUR ABILITY TO BUY A HOME NOW AND / OR OBTAIN A MORTGAGE APPROVAL PLAN SO YOU CAN BUY A HOME IN THE FUTURE.
WHY CAN’T YOU USE YOUR FREE CREDIT SCORE FOR THIS ASSESSMENT? SOME FREE CREDIT SERVICES PROVIDE ONE CREDIT REPORT, OR THEY PROVIDE ONE SCORE. ALL THREE CREDIT SCORES AND YOUR COMPLETE CREDIT REPORT ARE REQUIRED IN ORDER TO OBTAIN YOUR TRUE ELIGIBILITY.
6. UPLOAD YOUR ADDITIONAL DOCUMENTS HERE
DON'T FORGET: Please use the following hashtag on social media - #wealthvision2020 - so I can find you!
-------------------------------------------------------------------------------------------------------------------------------------------
WILL YOU BE ONE OF MY 20 IN 2020?
I'M HELPING 20 PEOPLE CRACK THE CODE TO THEIR FIRST $100,000 OR THEIR NEXT $100,000!
YOUR FIRST OR NEXT $100,000 IS NOT A DREAM.
IT IS A REALITY IF YOU PLAN AND DO THE WORK.
How are you going to get there? You must do three things if you want to build wealth:
-
Spend Less Money: live below your means, pay off debt, etc . . .
-
Get More Money: initiate wise investments, develop multiple income streams, generate passive income . . .
-
And, most importantly . . . GET YOUR MONEY BACK! If you want to get your money back when it’s time to file taxes, you must LEARN how to run your LIFE like a business AND document EVERYTHING. If you start a business because you really want to make money and you are willing to work in your business at least 45 minutes each day 4 days a week, adn you are willing to keep a journal/log of things you are doing to grow your business, then normal expenses (car, mobile phone, kids expenses, travel, meals with friends) can be listed as business deductions and save you tens of thousands of dollars in taxes.
I’m here to help you change your mind and reorganize how you make financial decisions so you can build wealth and have peace.
IF YOU ARE SELECTED, 20 in 2020 will be on a year long journey to master the three steps above.
All information on my website, social media platforms and in this email is for educational purposes only.
Lynn Richardson is a financial education coach who has had extensive practical experience and who either currently holds or has held licenses or certifications practicing and teaching mortgages, real estate, credit counseling, investments and life insurance. Lynn Richardson is NOT a certified financial planner, she is NOT a registered investment adviser, she is NOT a CPA, and she is NOT an attorney. If you need specialty financial, investment or legal advice, please consult the appropriate professional.
