7 Prosperity Projects

Seven projects to prioritize your most urgent money decisions
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Seven Prosperity Projects

The Mindset

The 7 Prosperity Project steps are designed to help you avoid being overexposed to major financial risks by addressing the most critical tasks upfront. As you progress, you will gradually build a solid foundation upon which you can construct a robust wealth structure.
  • Be action oriented
  • Get on the train!
  • Life optimized as the goal
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Project 1

Plug the Holes in the Boat

The first project focuses on emergency preparedness and risk management. You will learn how to create an emergency fund, address significant life uncertainties with appropriate insurance, and pay down high-interest debt.
  • Create an emergency fund
  • Solve for the "the big what ifs"
  • Pay down high interest debt
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Project 2

Get Free Money

Discover how to maximize employer benefits like HSA matching, retirement plan matching programs, and employee stock purchase plans.
  • HSA matching
  • Retirement plan matching
  • Employee Stock Purchase Plans (ESPP)
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Project 3

Automate Retirement Savings

You will learn how to optimize your retirement savings by considering the tax structure of each of your retirement plan options. You'll assess your current and future tax situations so you can choose the right retirement accounts.
  • Determine how much money you need to save to hit your retirement goal
  • Review your current income and tax situation vs retirement tax situation
  • Consider whether you will try to retire before 59 1/2 years old
  • Allocate your annual savings to various tax structures and investments
  • Review your overall savings plan
  • Consider investing in all three tax types
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Project 4

Decide Who is in Charge

This project will help you ensure your family relationships stay strong and that your wishes are carried out if you die or become disabled.
  • Foundational estate planning
  • Create your net worth statement
  • Beneficiaries & ownership instructions
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Project 5

Reduce Unwanted Debt

This project will guide you through the process of prioritizing and paying down debts to improve your financial health.
  • Managing reasonable debt
  • Comparing investment returns with debt interest rates
  • Debt avalanche vs. debt snowball
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Project 6

Build Non-Retirement Wealth

Explore the benefits of investing outside of traditional retirement accounts. From real estate to small businesses and standard brokerage accounts, this project emphasizes building wealth through diverse investment opportunities.
  • Understand non-retirement wealth
  • Understand the benefits of investing outside of IRAs and 401(k)s
  • Explore non-retirement investment options
  • Implement a non-retirement wealth strategy
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Project 7

Swing for the Fences

This final project encourages you to take calculated risks with potential high rewards. You will learn how to identify and pursue investment opportunities that could significantly boost your wealth.
  • Understanding the "swing for the fences" mentality
  • Concentrated private investments or alternative
  • Concentrating into fewer stocks
  • Concentrating into digital currencies
  • Speculative real estate or land
  • Other high-growth potential investments
  • Important reminders
  • Have the right mentality
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Essential Conversations for Retirees

There are financial topics that are essential for retirees to consider and communicate. While some topics can be uncomfortable, having these discussions now can prevent even more painful situations in the future
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