Course Roadmap 5 Steps to Build Financial Legacy

A detailed breakdown of the course and it’s current progress is found below.

Outline of Course Structure

Planning Phase:

● Define Target Audience

● Outline Course Structure

● Finalize Resource Material

Content Creation Phase:

○ Draft Scripts

○ Record & Edit Videos

Platform Setup Phase:

○ Upload Course Material

○ Upload Resources

Marketing Prep Phase:

○ Build Lead Magnets

○ Schedule Social Media

Launch Prep Phase:

○ Host Pre-Launch Webinar

○ Finalize Landing Page

Detailed Breakdown

Planning Phase

✅️ Define Target Audience: MACHO

• Married

• Age 25+

• Children?

• Homeowner

• Over $25,000 Income

Pain Points: Financial struggles, lack of legacy planning, desire for wealth growth.

Where They Hang Out: X (Twitter), LinkedIn, YouTube, financial forums.

✅️ Outlined roadmap of the course ahead.

✅️ 5 Steps To Build Financial Legacy

Finalize all resources

✅️ Vision Worksheet

✅️ Budget Template

✅️ Cash Flow Forecaster

✅️ Investor’s Basics Guide

Content Creation Phase

🟩 Draft Scripts

🟩 Record & Edit

🟩 Step 1: Create Your Legacy Vision

🟩 Step 2: Establish Foundations

🟩 Step 3: Invest in Yourself

🟩 Step 4: Protect Your Assets

🟩 Step 5: Pass on Legacy Values