FINANCIAL

INDEPENDENCE

ROADMAP 2.0

Masterclass

The Secret Plan You Need to Achieve Financial Independence and Your Dream Retirement

Learn How to Master Your Personal Finances:

Eliminate Your Debt, Accelerate Your Savings, Increase Your Net Worth, and Achieve Your Financial Dream Life!

Imagine the peace of mind when you KNOW you have enough money for everything you want in life…

…no debt…

…high-performing investments that grow your net worth…

…and not even a market crash or medical expenses are a problem.

Now, this level of change doesn’t happen overnight…

But together, we can make it happen, step by step.

And in ‘The Financial Independence Roadmap 2.0 Masterclass’… that’s exactly what we’ll do.

I’ll take you by the hand and walk with you step-by-step to help you master your personal finances and:

👍  Create a financial plan designed to grow your net worth safely and increase the amount of cash you have (most ‘financial advisors’ charge you $1,000s for this!)

🤘  Show you how to use Quicken to easily & accurately track your money and create a budget that fits your lifestyle while allowing you to save more

👌  Educate you on the most popular investment options you can use to accelerate your savings & start producing more income (my investments generate enough passive income to cover HALF of my expenses)

That way, you can:

✅ Pay off any debts faster (and start rebuilding your credit).

✅ ‘Get ahead’ financially.

✅ Earn more from your savings and investments.

✅ And reach financial independence sooner than you thought possible.

Who Am I & Why Should You Listen To Me?

Hi, my name is Joe DiSanto.

I teach high-income earners how to organize their finances and maximize their income.

And I’m completely obsessed with anything & everything related to money and finances.

I’m an absolute finance nerd.

Here’s a little about me:

  • ➡️ I’m a semi-retired CFO and financial coach who’s helped 100s of clients take better control of their financial life

  • ➡️ I’m a real estate investor with multiple cash-flowing properties in my portfolio

  • ➡️ Emmy award-winning documentary film producer

  • ➡️ And previous owner of two 7-figure businesses (which I was able to exit for a nice payday)

Today, because I’m lucky enough to have the freedom to work part-time on things I love…

I’m now helping people like YOU master their finances and gain financial independence…

And...I've Been Featured In A Few Places!

Today I’m sharing with you the #1 reason I have seen hard-working and intelligent people FAIL to retire when and where they want.

It all comes down to the roadmap!

Why create a roadmap?

We all share the same destination on our financial journey…a mystical, far-off place called “Retirement.” Or often now referred to as “Financial Independence!” 

Thinking about retirement in this far-off way is common. But it's also a mistake. 

I want to help you demystify retirement, and think about it more practically. 

In reality, retirement could look very different for you, depending on how well, or poorly, you plan. 

So here’s the thing…notice how I called retirement “a destination”? 

Now, have you ever gone on a long road trip, with a particular destination in mind, without using a map? No. You haven't!

Achieving financial independence (aka retirement) works the same way. 

So what we need to do, if we ever plan on retiring, is to first envision our dream destination. Then, we take the appropriate steps to make sure we stay on course and eventually get ourselves there! 

Unfortunately, so many people are on the very long, winding road trip to their retirement destination, and have never even opened up a map!

This is why smart and successful people can fail to reach their financial independence goals.

Can you relate?

All of these fears and concerns are valid. As someone who went from 60K in debt to semi-retired in their early 40s, I experienced them too.

But, there’s good news. The path to financial independence is not something you have to go down alone. 

And while I've spent tons of hours working out the steps for myself, it's not something that you need to waste time doing.

You just need an actionable plan to help you make the right steps toward your perfect retirement. 

That’s why I created The Financial Independence Roadmap 2.0 Masterclass


This course is divided into 5 core modules…

Module 1: Learn Quicken for Personal Finance

In this newly updated Master Class level course, I’ve expanded to over 20 videos where I show you how to leverage the powerful Quicken personal finance software to automate and optimize your finances.

You'll discover what I’ve learned after using Quicken for 20+ years, like:

  • ✔️ My setup to track your finances on autopilot
  • ✔️ How to create your personal finance dashboard and reports to quickly analyze your cash flow and net worth, uncover cost savings, and know if you’re on track
  • ✔️ How to easily create a budget that fits your lifestyle while allowing you to save more

By the end of this module, you’ll be able to use Quicken and all of its powerful features, and be able to quickly answer important questions like:

  • ✔️ Am I over or underspending my budget?
  • ✔️ What investments are underperforming?
  • ✔️ Am I on track to reaching my goals? (like retirement)

No more guessing about your money. You will master your personal finances with Quicken.

Module 2: Mastermind Your Financial Freedom Roadmap

Next, we’ll create a personalized financial plan designed to grow your net worth safely and increase the amount of cash you have (most ‘financial advisors’ charge you $1,000s for this!)

And I’ll reveal how to create the foundation to your new dream life.

You’ll discover things like:

  • ✔️ The easiest way to achieve and maintain financial success
  • ✔️ What the rich and top 1% do differently to become financially independent that most people ignore
  • ✔️ The little “act 3” financial freedom secret to living the life you want without being stressed by money
  • ✔️ 6 overlooked ways to earn more money
  • ✔️ And more…

And by the end of this module…

You’ll have extreme clarity on EXACTLY what you need to do to achieve financial freedom, and have a high level plan to follow so you don’t have to worry about if you’re saving enough or if you’re on track to hit your goals… (most ‘financial advisors’ charge you $1,000s for this!)

After this, we’ll get into…

Module 3: Supercharge Your Savings with Market & Real Estate Investments

Now that your personal finances are streamlined, it's time to put your money to work for you.

In this module, I'll give you a “101 crash course” on different investments and how I’m able to generate passive income that pays for over HALF of my family’s expenses so I can live a semi-retired lifestyle.

You'll discover:

  • ✔️ The essential principles for safe, worry-free investing
  • ✔️ My #1 income-generating asset that requires no maintenance
  • ✔️ How to decide if you should get into real estate or go another path
  • ✔️ What to do to start investing without risking too much

And by the end of this module…

You’ll be educated and knowledgeable of the different investment options you can use to supercharge your savings & start producing income.

That way, you can make smart decisions and not “gamble” your money like most people do.

Module 4: Level Up Your Income with Entrepreneurship

I added this important module in response to many of my client's real-life concerns about how their career choices play into achieving their Dream Life.

I’ll reveal:

  • ✔️ The actual value of owning a business
  • ✔️ How to convert your job into a consulting business (like I did!)
  • ✔️ The importance of side hustles
  • ✔️ How to increase your value by being entrepreneurial
  • ✔️ How to get TOP PAY at your current job

And if that’s not enough, we’ll round out your master skillset with the final module…

Module 5: Discover the Secrets of Tax Planning Experts

In this final recently added module, we’ll discuss one of the biggest mistakes business owners and individuals make every year, which cripples their net worth!

Tax planning and savings is crucial to your financial success. I’ll reveal the secrets of tax planning experts that will give you total confidence during tax season.

I’ll teach you:

  • ✔️ How to save the most on taxes for yourself and your business
  • ✔️ Learn how real estate and market investing can help with taxes
  • ✔️ How to choose and strategically utilize the best tax professional for you

This is the exact process I used to achieve my financial dream life.

You're Also Going To Get 2 Bonuses Valued At $244

Starting off with…

FREE Bonus #1: My Pre-Built Quicken Templates ($197 Value)

Normally, setting up Quicken can take a bit of time.

But with these pre-built Quicken database category templates, it’s all set up and organized FOR you.

These templates are created based on my 20+ years of experience using Quicken, and all you need to do is simply click to install and set up the templates, and you’re ready to go.

Saving you time, so you can start USING Quicken rather than messing around setting it up.

Plus, you’re going to get…

FREE Bonus #2: My Budget Template ($47 Value)

This budget template is the exact template I used while I was getting out of my $60k in debt and saving up enough money for my semi-retirement.

I can confidently say it’s one of the most important tools you can utilize to take control of your finances.

And luckily, rather than doing it all manually – I’ll just GIVE YOU my budget template. This template is pre-built and covers all the basic budget categories. That way you can clearly see your spending habits and where you might be overspending.

Plus, you’re going to get…

So how do I know this works?

Here are a couple success stories from my clients...

"So before Joe's Financial Roadmap course, I was always saving a little here and there, just 'cause I was always brought up to save, but I didn't have a whole lot of purpose or intention behind why I was saving. I definitely wasn't thinking about retirement more than contributing a little bit to my 401k every paycheck. But now I feel like it put the whole retirement thing in perspective. I feel confident in why I'm saving. I have actual goals as to what I'm saving for, and I'm just really grateful. I feel like I have a lot more control over my own finances and confidence in my financial future."
- Dani
"This course completely changed my perspective on my finances. I thought I was pretty diligent about how I managed my money, but Joe’s course opened my eyes to so much more that I could be doing. I love how he breaks everything down into manageable steps. I was able to follow through with a retirement plan that I actually feel excited about!"
- Dillon
“I have so much more in control of my finances, and I’m dramatically less anxious. I feel like I have the ability to consciously plan and save in a way that I didn't before.”
- Clair
"I don't consider myself a financial expert, but I'm certainly no dummy. I've run a number of successful small and larger businesses. But there is something that's a little bit different about retirement planning. So I took Joe's course and started working on a plan and it's gotten me a lot further down that road. It's also gotten me into more real estate investing, which has led to me becoming much more of an expert in that area. You might manage your own money and be pretty good at it, but without a solid plan for where you wanna be in 10, 15, 25 years, I think you're just kind of leaving some money on the table. I'd recommend this course to get you started working on that plan."
- Jason
“After I hit some major roadblocks in my life I had no idea who to turn to for advice when it came to rebuilding and managing my finances and to plan for the future. Then I met Joe. His course is filled with the expertise, insider knowledge, and step-by-step instructions in order to achieve financial independence, plan for the future, and wisely manage your money. He’s the real deal. “
- Josh
"Joe's Financial Independence Roadmap course helped me understand why I wasn’t on the best path to achieving my goals. I have always wanted to own a house, but it was difficult to pull off in a city like Los Angeles. The course helped me prepare for that and also helped me see how owning my home fits into my long-term plans."
geoff sm
- Geoff

Course Curriculum

INTRODUCTION

FAQs

Who is this course for?

Most people need to improve their money skills, which is possible if you are willing to learn! That said, here are some of the initial feelings of current students.

You’re working hard in your career, but it feels too overwhelming to pay attention to your finances.

You’re unsure of where to even start when it comes to your finances, investing, retirement, and budgeting

You’re worried about your financial future and aren’t sure if you’re “on track”

You have dreams about an early retirement but have no idea how you can accomplish it

You’ve thought about hiring someone to help you plan your finances for your future, but it just seems too expensive

You’re already managing your finances but not saving enough

You want to get your financial act together, but you just need a little help 

This is not a “get rich quick” or “make 1000/day doing x” course. This course is about understanding how money works, how you make a plan for your future, and how you successfully execute that plan. So, If you want to “get your financial act together QUICK,” then this course is for you.

Forever! Once you buy the course you will have forever access and get all future updates at no additional cost.

You can easily watch all the videos and do all the exercises in the span of 2 weekends. Implementing these changes into your life and making them habitual is a more ongoing endeavor. But you don’t need to do it all at once.

The Financial Independence Roadmap 2.0 Masterclass walks you through 5 core modules covering how to:

Master Quicken for Personal Finance: How to leverage the powerful Quicken personal finance software to automate and optimize your finances so you have a clearer financial picture and can make smarter money choices.

Mastermind Your Financial Freedom Roadmap: How to get extreme clarity on EXACTLY what you need to do to achieve financial freedom and have a financial plan to follow so you don’t have to worry about if you’re saving enough or if you’re on track to hit your goals… (most ‘financial advisors’ charge you $1,000s for this!) 

Supercharge Your Savings with Market & Real Estate Investments: The secrets to accelerate your savings & investments and start producing more income. Discover how I’m able to generate passive income and pay for over half of my family’s expenses so I can live a semi-retired lifestyle.

Level Up Your Income with Entrepreneurship: I’ll reveal the actual value of owning a business and how to convert your job into a consulting business (like I did!). We’ll also highlight the importance of side hustles and how to get TOP PAY at your current job. 

Discover the Secrets of Tax Planning Experts: Tax planning and savings are crucial to your financial success (most people leave tons of money on the table each year). I’ll teach you how to save the most on taxes for yourself and your business and learn how real estate and market investing can help with taxes. Plus, how to choose and strategically utilize the best tax professional for you.

Plus, when you sign up…You get 3 bonuses valued at $364…

My Pre-Built Quicken Templates: These templates are created based on my 20+ years of experience using Quicken, and all you need to do is simply click to install and set up the templates, and you’re ready to go.

My Budget Template: Don’t spend time creating your own budget… just use this exact template I used while I was getting out of my $70k in debt and saving up enough money for my semi-retirement.

1-on-1 Financial Plan Review Call: This is ONLY for my current students and email subscribers because it requires my time. Typically, 30 minutes of my time costs $120.  But when you sign up now, go through the course and finish creating your financial independence roadmap…You’ll get a 30-minute coaching call for FREE!

No.

Inside this program, I’ll show you “how to be good with money.”

I’ll help you create a budget and finally STICK WITH IT using automation that will keep you on track.

Most people have trouble sticking with their budget because it’s not wrapped around a goal they’re excited about.

Which is why, in the master class, one of the first things we do is map out your dream lifestyle and dream retirement… so you can feel excited and motivated to work towards it! 

When your “WHY” is big enough – the HOW becomes simple.

The short answer: Yes.

I was $70,000 in debt… but by following these 3 Smart Money Moves

I semi-retired by age 43.

I’m not anyone special, so if I did it… you can, too.

No, but it will show you how to think about investing.

See, trading and investing are very different.

Trading is for people who have studied the markets for years, learned about things like technical analysis, fundamental analysis, risk management, and more… and want to sit at their computer and trade. It’s a high-risk, fast-paced (and frankly, stressful) career path.

However, investing is different.

Investing is more of a “long-term” approach to accelerating your savings and accomplishing your goals.

And inside this program, I teach you how to invest smartly based on a strategic plan you create and your financial goals.

I’ll show you all the different types of investments and help you pick a plan that works for YOU.

Yes, getting better with money is for every age. Even if you are close to retiring, you can always improve your situation with better knowledge.

Actually, many of my coaching clients are retirees who need help better managing their money, particularly because now they are on a fixed income.

I update the course periodically but on no set schedule. I can say that as I make more advanced Quicken videos, they will always be added to the course.

You'll enjoy a 30-day return window. However, due to the downloadable nature of the content, we do not offer cash refunds. You will receive a one-time credit toward another course or product. 

Get all this valuable knowledge
in my Easy-to-Follow Course

For Just...$497

we offer two payment options

3 PAYMENTS

pay $165.67 for 3 months
$ 165
67
TODAY
  • 20+ hours of video instruction
  • Access to the Retirement Planning Calculator and Budget Template
  • Finance tracking setup instructions
  • Access to immensely time-saving Quicken database template files
  • Step-by-step guide to create your Financial Independence Roadmap

1 PAYMENT

pay $497 today
$ 497 TOTAL
  • 20+ hours of video instruction
  • Access to the Retirement Planning Calculator and Budget Template
  • Finance tracking setup instructions
  • Access to immensely time-saving Quicken database template files
  • Step-by-step guide to create your Financial Independence Roadmap

Return Policy: You'll enjoy a 30 day return window. However, due to the downloadable nature of the content, we do not offer cash refunds. You will receive a one-time credit toward another course product. 

Get Started Now!

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