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.
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:
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…
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!
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.
This course is divided into 5 core modules…
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:
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:
No more guessing about your money. You will master your personal finances with Quicken.
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:
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…
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:
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.
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:
And if that’s not enough, we’ll round out your master skillset with the final module…
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:
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…
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…
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…
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.
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.
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.
Product | Subtotal |
---|---|
THE FINANCIAL INDEPENDENCE ROADMAP (PAID COURSE) × 1 | $497.00 |
Subtotal | $497.00 |
Total | $497.00 |