Embrace Financial Strength
Educational program for building a family wealth legacy.
Transition from consumer habits to strategic wealth creation via life insurance.
Embrace Financial StrengthSub-Headline
Educational program for building a family wealth legacy.
Transition from consumer habits to strategic wealth creation via life insurance.
About Angela Lockhart
I'm Angela Lockhart, founder of My Billionaire Baby and creator of The Billionaire Baby Blueprint. With over thirty years of experience in finance, spanning stockbroking to life insurance, I've learned the critical importance of creating wealth legacies. My mission is to educate parents and grandparents on using strategic life insurance and wealth-building tools. I guide families towards turning wealth into a norm, fostering community support and providing actionable financial strategies to transform challenges into opportunities.
MODULE ONE
Shifting Mindsets
OUTCOME
A clear understanding of current financial behaviors and their impacts.
DESCRIPTION
You'll start by examining your spending habits to uncover how consumer practices have shaped your financial life. This insight sets the stage for monumental shifts in your financial thinking.
MODULE TWO
Introduction to Financial Basics
OUTCOME
Strong foundational knowledge of key financial concepts.
DESCRIPTION
You're on the path to gaining strong financial literacy through engaging quizzes and resources, simplifying complex concepts and making them actionable for everyday life.
MODULE THREE
The Power of Life Insurance
OUTCOME
Comprehensive understanding of life insurance as a wealth tool.
DESCRIPTION
Unlock the potential of life insurance as more than just a safety net; through interactive sessions with experts, understand its critical role in your family's financial security.
MODULE FOUR
Planning Your Financial Future
OUTCOME
Clearly defined financial objectives.
DESCRIPTION
With practical goal-setting workshops, you’ll be able to craft realistic financial goals that guide your investment decisions and set a clear roadmap for your family's financial future.
MODULE FIVE
Investment Strategies for Beginners
OUTCOME
Confidence in basic investing.
DESCRIPTION
Dive into the investing world with simple yet effective strategies designed for beginners. You’ll gain the confidence to make your first investments, understanding risk management and growth potentials.
MODULE SIX
Building Your Investment Portfolio
OUTCOME
A diversified investment portfolio.
DESCRIPTION
Learn the art of investment diversification with hands-on portfolio building exercises. This knowledge will help you optimize returns and minimize risks, empowering your financial decisions.
MODULE SEVEN
Understanding Risk and Return
OUTCOME
An informed approach to risk management.
DESCRIPTION
Develop your financial intuition by learning to balance risk with potential returns. Effective risk assessment tools will help you make smarter decisions in your investment journey.
MODULE EIGHT
College Planning Essentials
OUTCOME
A solid plan for funding your children's education.
DESCRIPTION
Plan for your children’s future without compromising your financial stability. Our education fund calculators and savings strategies are tailored to ensure a bright educational pathway for your children.
MODULE NINE
Estate Planning and Wills
OUTCOME
A completed will and basic estate plan.
DESCRIPTION
Protect your legacy and ensure your assets are managed according to your wishes. Our comprehensive guide to wills and estate planning provides peace of mind for you and your family.
MODULE TEN
Tax Strategies for Families
OUTCOME
Knowledge of tax-saving strategies applicable to families.
DESCRIPTION
Navigate the complexities of tax benefits with our expert-led workshops, tailored to help your family save money and reduce liabilities effectively.
MODULE ELEVEN
Creating Your Family’s Wealth Legacy Plan
OUTCOME
A personalized family wealth legacy plan.
DESCRIPTION
Synthesize everything you've learned into a customized, actionable plan that aligns with your family's long-term wealth objectives. Start creating a lasting financial legacy today.
MODULE TWELVE
Community Building and Continued Education
OUTCOME
A supportive community and a plan for ongoing financial education.
DESCRIPTION
Stay engaged and motivated through our supportive network and dedication to ongoing learning. We're committed to helping you keep up with financial trends and community support.
Who is it for?
- Parents aged 33-45 looking for financial growth.
- Families aiming to switch from a consumer mindset to an investment mindset.
- People interested in creating a wealth legacy through life insurance.
Who is it not for?
- People outside the age bracket of 33-45.
- Those already content with their current financial habits and mindset.
- Those not interested in utilizing life insurance as a tool for wealth building.
Embrace Financial Strength
Educational program for building a family wealth legacy.
Transition from consumer habits to strategic wealth creation via life insurance.
Embrace Financial Strength
Educational program for building a family wealth legacy.
Transition from consumer habits to strategic wealth creation via life insurance.
