Before I tell you all about this program, let's talk about who it's really for...
The Holistic Money Program is for freedom seekers like you. You have no shortage of ambition but are tired of feeling like money is a mystery. You want to feel empowered, worthy and effective with money. You are ready to learn exactly how to build wealth and implement a system that keeps you on track with your goals, without restriction or white-knuckling.
Feel uncertain about how to grow your wealth and you're ready for confidence and ease with your money moving forward.
Don't have a strong sense of where your money is going or what you're actually working towards financially.
In a relationship where you share (or would like to share) money with a partner and desire a connection, a shared vision and plan that allows you to get on the same page and work together to build the life of your dreams.
You're in the right place!
The Holistic Money program is specifically designed to work with individuals, couples and small business owners and who are ready to build wealth and establish a secure and powerful relationship with their money.
Curious how? (Keep scrolling, my friend.)
Here's what you will do in the program ....
01. Grow your wealth and financial confidence
Financial confidence exists when you have a strong belief in your money-related abilities. The Holistic Money Program will grow your confidence by educating you on how to build wealth in a way that aligns with your passions, values and future life goals.
02. Build a Simple, Doable Money Plan for your Future Goals
You'll learn the step-by-step process to build your Money Map, an automated money management system that puts your money to work according to your goals. (Note: Money Mapping is great for couples and individuals!)✨For a sneak peek at your Money Map, scroll below!✨
03. Learn to powerfully talk about money with others
This program isn't just a DIY course that you will complete on your own. You will have access to weekly live coaching calls where you will talk about money in ways you've never done.
04. Start investing in wealth building assets.
You'll learn the investment landscape (Real Estate, Stock Market and Business) as well as how to get started growing your money as soon as possible.
05. Adopt an investor mindset
You'll learn how to start thinking like an investor versus a consumer. You will begin to understand how to strategically think about your money decisions in a way that maximizes your return (whether it's emotional or financial) in every aspect of your money.
06. Step into your financial power and worth with money
The only thing standing in between you and financial freedom is the way you think about your life and money.
In this program you'll do the inner work to discover your own financial resourcefulness, worth and power in the world.
Here's what you'll get when you enroll...
01. THE MONEY MAPPING & WEALTHY MINDSET COURSE
A self-paced money course that teaches the financial education foundations to manage your money, pay off debt and invest according to your values. You can complete this course over a couple days or slowly watch each lesson to integrate your transformation at a cellular level.
(Scroll below for a detailed overview of the curriculum)
02. MONEY MAP CALCULATOR
Your Money Map Calculator is made specifically for "non-money" people. It takes the heavy lifting out of building your Money Plan and tells you exactly how much money to earn, spend and invest based on your financial goals. It will quickly become your favorite money tool for years to come.
✨For a sneak peek at your Money Map, scroll below!✨
03. EXPERT MONEY COACHING & ADVICE
You will have 3-months of weekly live calls to work on your money mindset and wealth building fundamentals. Plus, every student will get two 30-minute money coaching sessions with Whitney to be used at anytime during the program. g.
How to increase your income
We will explore different opportunities to increase your income using your time, money or talent. You will practice identifying and communicating your unique value, as well as how you can make more by doing less.
- The formula to increase your income
- Learn to communicate your value in a way that gets you paid more
- Multiple Income Streams Philosophy & How to introduce new income streams in your life.
A Thriving Money Community
We are growing THE most supportive money community around.
You have 24/7 access to The Holistic Money Wealth Building group for money help and guidance.
And, yes, Whitney is a frequent visitor.
Here's a sneak peek into your Money Map!
Life will look radically different after The Holistic Money Program
Imagine this...you wake up, open your bank accounts and see an organized, automated money system with growing savings and investment accounts. You are excited by the amazing future you’re building for yourself.
You’re taking care of your money, and in exchange… it’s taking care of you.
Life is completely expansive. The rental property you’ve always wanted is now within your reach. In fact, when you’re finished working for the day, you have an appointment with your realtor to view 3 potential properties. Then it’s onto a relaxing massage to prep you for your beach vacay! And it’s all possible because…
You're confident with money and you have a strong vision for your financial future. Your money system is completely automated and every month, you consistently save and invest, giving yourself a sense of safety and security while growing your wealth for the future. The fact is that you’ve come to love money the way you love the air you breathe.
You don’t JUST understand your income goals — you have the motivation and direction needed to exponentially increase your income.
In fact, you won’t just have the foundations of your finances set up.
You’ll have the ability to get creative and wild with your money.
That land you've been wanting to invest in? Buy it.
The huge charity donation? Make it.
Starting a business to let your artistic side run wild? Do it.
That’s the magic of the Holistic Money Course.Join the waitlist!
If you're ready to achieve financial freedom and a lifetime of confidence with money
YOU'RE IN THE RIGHT PLACE.
I created the Holistic Money Course because traditional financial planning is not enough to get results and traditional life coaching is not enough to build a strategic money plan. I’m not your average financial planner and I am not your average life coach. Instead, I’m a unique combination of the two. Traditional financial planning or business coaching is not enough to get you results you want. 80% of building wealth is your mindset while the other 20% is building a plan. In this course, we will dive deep into both.
HAVE WE MET?
I'm Whitney Morrison, CFP
I planted the seeds for this financial career when I was twelve. I know it sounds weird, but while most kids my age were dreaming about becoming astronauts or rock stars, I set my sights on money. In my family, money was a consistent source of worry and fear.
I struggled for years as a financial planner until finally I woke up to a different, more meaningful approach. I studied money mindset, and finally began to understand how my relationship with money was actually reflective of my relationship to myself. This work established the foundation for Holistic Money, which takes a comprehensive approach to finances, and addresses not only how to build a financial plan, but also how to feel confident with money. I’ve completely transformed my life through Holistic Money work. I’ve gone from $40,000 in debt to being a millionaire in just under 7 years.
Now, I want to help you transform yours.
I’m not some random financial guru with an internet degree. In addition to my decade of experience working at financial institutions, like WellsFargo Advisors, WealthSimple, and LegalZoom, I am also a Certified Financial Planner and Certified Life Coach through The Life Coach School.
Financial Freedom is waiting for you.
What are you waiting for?
How it Breaks Down
- 2 Individual 30-minute Money Sessions with Whitney
- 25+ Bitesize videos on how to build your Money Map and change your entire relationship with money.
- Printable worksheets and workbooks + spreadsheets
- Private Wealth Building Facebook Group
- Live Coaching Call every Wednesday
- Weekly Program Newsletter
- Access to Robust Liabrary of pre-recorded coaching calls so you can listen on the go
- You get to stay in the course and have lifetime access to all materials...forever
- PLUS you get lifetime access to your personalized Money Map Calculator
What happens once I sign up?
- You will get an email with your log-in to the program portal.
- That email will also include a “Welcome Guide” that outlines exactly how to get started.
- You will get the link to join the Facebook group.
- Attend weekly live money coaching sessions.
- Enjoy the course and all future updates for life!
Here's a breakdown of The Holistic Money Course
Your Relationship with Money
Your relationship with money is the single most important factor in your wealth building journey. It determines how much money you will earn and how much money you will keep. In this section, we’ll dive into your personal relationship with money and will expose the ways you’re blocking or inviting financial prosperity. Without addressing your money mindset, you will constantly be at battle with your biggest money enemy—yourself.
- Family History with Money
- Societal Programming / Common limiting money beliefs
- Your Money belief blueprint
- How to shift your thinking with money to create new results
Your Vision for the Future
Your personalized financial goals are the foundation of your Holistic Money plan and will lay out the path to achieving your financial free life. In this section, you’ll learn the framework for creating holistic income and early goals, and determining your spending goals.
Create your goals:
- Dream your personal values
- Design your financially free life
- Create earning goals
- Create spending goals
Money Mapping Overview
This section is all about spending. Holistic Money uses a money management system called Money Mapping, which will allow you to finally say bye to budgeting and create an easy-to-understand map to simplify and automate your spending. In this section, we’ll focus on your LIFESTYLE expenses to define where you’ll direct your financial energy for the year.
- Money Map Overview
- Calculating your Bills
- Determining Financial Habits
- Understanding your spending, saving and investing percentages
- Identifying the “Overspending” and “Underspending” Triggers
Building your Money Map
This section is about putting the Money Map theories to practice for your everyday life. We will look at how each of your Lifestyle expenses breakdown in different categories and how you can leverage them to support the natural ebb-and-flow of life’s financial situation.
- Build your Money Map
- Calculating your Net Worth
- "Future You" Savings & Investing
- Creating a sustainable debt payoff plan
Putting your Money Map into Action
Identify and implement external structures to support your financial goals by automating your finances. In this section, we will ensure your financial system is working without you working!
- Choosing your Financial Institutions
- Setting up Accounts, Deposits and Automatic Transfers
- Key Mindset Shifts to Bring your Money Map to Life
Invest for your Future
In the last module of the Holistic Money Course, you will learn the investing landscape so you can understand all the different ways to grow your money in the future.
- 3 asset classes (Real Estate, Stock Market, Business)
- 3 ways to invest in the stock market
- Real Estate Investing for beginners
- Managing multiple income streams
I can't wait to welcome you into the
Holistic Money Program!
If you're still reading, there's something holding you back.
You may be asking yourself...
What is the weekly time commitment?
Do I get direct access to Whitney?
Will I learn about retirement?
I have debt. Is this course for me?
This isn’t the right time. Maybe I should join later?
Am I too old to get started? Will I be behind?
I already have a budget.
What if I don’t have the money right now?
I have a partner, but I don’t know if they’ll get on board.
What should I expect from the weekly coaching calls?
Hey you, you're still here!
THAT MEANS A FEW THINGS
First, that you’re interested.
And second… that you’re scared to take the plunge. I get it! Investing in yourself at any level can be terrifying, especially if you’ve never done it before.
But here’s the thing: if you don’t start now, when will you? If you don’t decide, today, to get your financial future in order, when?
You can’t breakup with your money, quit it or return it for a better model. Money is always with you. Even in the middle of a pandemic, the holiday’s or when you’re busy with too much on your plate.
Your brain may try to trick you into believing there are times to think about your finances and time to ignore your finances, but this is not the case. Your finances are always with you. Instead of ignoring or obsessing over your money, it's time to create a relationship with your money.
In this course, you will learn how to be in a fun, loving relationship with money so you leave the drama behind. Choosing to believe your brain's lies about when to focus on your money will encourage you to keep kicking your money dreams to the curb.
I will tell you as I tell all of my clients. There is never a perfect time. The time is now. Stop chasing your dreams with money and start living them.
You won’t simply build a “money plan.” You will build a vision of the future so mouthwateringly enticing that you’ll wake up every single day excited to build that dream life. Most people fall flat because they just have a plan – not a vision, and certainly not the mindset to make it work.
This is sales at its finest – you’re selling yourself on your future.
Join me to TRANSFORM your relationship to money and set the foundation for a LIFETIME of confidence and freedom with money. The money work we do will change your life. 100% guarantee.
Join the Holistic Money Course today!Join the waitlist