Financial Freedom Blueprint

Your 12-week exclusive journey to transform your financial future with a clear, actionable plan for security and peace of mind.

This Is Your Journey IF…

  • You’re determined to tackle debt with a focused financial plan.

  • You want a clear path to peace of mind and financial security.

  • You're ready for a personalized strategy instead of generic advice.

This Isn’t Your Path IF…

  • You believe financial success happens overnight.

  • You're comfortable ignoring debt and its impact on your future.

  • You're not interested in serious, lasting financial changes.

What You'll Experience. Over 12 Transformative Weeks, we'll journey through:

Module 1
Establishing Your Financial Baseline
Understand your full financial picture and pinpoint exactly where you stand with your debt and income.
In this breakthrough session you'll achieve:
  • Assess your complete financial status, including all debts and income.
  • Identify your financial starting point for clarity.
  • Visualize your complete financial picture to plan effectively.
Module 2
Goal Setting for Financial Success
Create personal, meaningful goals that fit with your family's dreams and set a path for your financial journey.
By the end of this session, you will:
  • Set realistic financial goals that align with your family’s vision.
  • Create specific, actionable steps for your financial journey.
  • Ensure clarity between your goals and finances.
Module 3
Budget Mastery
Craft a flexible budget that works with your lifestyle while covering essential expenses and debts.
In this module, you will:
  • Design a flexible budget that meets your lifestyle.
  • Ensure all essential expenses and debt repayments are covered.
  • Track and adjust your budget to fit your financial needs.
Module 4
Debt Reduction Strategies
Learn powerful methods to cut through debt and choose the best repayment plan for you.
This module will guide you to:
  • Master strategies to cut through high-interest debts.
  • Choose the best repayment method tailored to your needs.
  • Formulate a clear plan to tackle debt step-by-step.
Module 5
Savings Systems
Build a safety net for emergencies and develop strong savings habits for future peace of mind.
During this module, you will:
  • Build consistent savings for emergencies and future needs.
  • Develop strong savings habits with automatic techniques.
  • Secure an emergency fund for unforeseen expenses.
Module 6
Investment Fundamentals
Explore the basics of investing and find initial opportunities that align with your financial goals.
This powerful session teaches you to:
  • Understand different investment options and their risks.
  • Explore initial investment strategies for your goals.
  • Get comfortable with basic stocks, bonds, and more.
Module 7
Insurance and Risk Management
Design an insurance plan that protects your income and assets against life's unexpected events.
This module focuses on helping you:
  • Evaluate and secure insurance for critical life risks.
  • Understand how to protect your income and assets.
  • Establish a comprehensive risk management strategy.
Module 8
Tax Planning and Efficiency
Master tax-saving strategies to increase refunds and cut liabilities effectively.
This module is designed to help you:
  • Optimize your taxes to maximize refunds and minimize costs.
  • Implement strategies for effective tax planning.
  • Stay informed about important tax-saving opportunities.
Module 9
Retirement Planning
Prepare confidently for your future with a straightforward plan for retirement savings.
Together in this session we'll:
  • Forecast retirement needs to prepare your financial future.
  • Explore initial investment strategies for your goals.
  • Ensure a solid savings plan for retirement security.
Module 10
Estate Planning Basics
Secure your family's future with estate planning essentials, ensuring financial peace under any circumstance.
In this session, you’ll focus on:
  • Learn to manage and transfer your estate and assets.
  • Create basic yet effective wills and trusts.
  • Secure your financial legacy for family stability.
Module 11
Maintaining Financial Discipline
Strengthen your financial discipline while learning to adapt to changes as they come.
After working through this session, you will:
  • Use behavioral finance to maintain long-term discipline.
  • Adapt your financial plan to life changes as they happen.
  • Strengthen your resolve to stick to your financial path.
Module 12
Review and Adjust Your Financial Plan
Revisit your progress, refresh your strategies, and ensure your plan stays on course to success.
In this final week, you'll:
  • Revisit goals and strategies for continued relevance and success.
  • Fine-tune your financial plan for future adjustments.
  • Celebrate your progress and ensure lasting financial stability.

But… That’s Not All! You’ll Also Get Access to These Amazing Bonuses:

BONUS 1:

Kick-ass Outline Workshop to make your writing process flow seamlessly.

($800)

BONUS 2:

Craft Your Book Talk Workshop to attract readers when your book launches!

($800)

BONUS 3:

Nail Your Book Title Workshop to find the best title and subtitle for your book

($800)

BONUS 4:

6 Ready- to-Use Templates for pitch letters, PR, emails and website

($1,400)

My Coaching Approach:

01

ANALYZE

Examine your financial situation to identify strengths and weaknesses.

02

PLAN

Create a tailored financial strategy that aligns with your family's goals.

03

IMPLEMENT

Put the plan into action and track progress towards financial security.

The Level 10 Leader

Master the Art of Leadership

Great leaders aren’t born—they choose to be coached into greatness . Leadership is a journey filled with paradoxes, challenges, and decisions that shape your path. The Level 10 Leader blends powerful storytelling, research-backed strategies, and a proven roadmap to help you lead with clarity, confidence, and impact.

  • "Authentic. Insightful. Game-changing."

  • "A must-read for anyone stepping into leadership."

  • "The perfect balance of inspiration and execution."

Picture Your Life Free from Debt and Financial Worry.

You're one step away from having a clear blueprint for your family's financial security.

Your 12-week exclusive journey to transform your financial future with a clear, actionable plan for security and peace of mind.

© 2025 Joel Urquidez Financial Services, INC.