Let’s face it, trying to create a plan for your financial future can be difficult. We certainly do our best here at Moneylogue but it still can be tough especially when it comes to actually doing the things you’re supposed to be doing.
With that being the case, we recently ran across a new course called The Financial Freedom Blueprint® that caught our attention. The name of the course certainly stood out but could it really help you create a plan to financial freedom?
That’s what we wanted to find out. So, we dug in and reviewed the course from top to bottom and are ready to share our thoughts with you along with our recommendation. With a name like that, it better have the substance to back it up. Let’s dig in.
What is The Financial Freedom Blueprint Course?
In a nutshell, The Financial Freedom Blueprint® Course is basically a way for DIYer’s to create their own financial plan without having to pay a financial advisor or Certified Financial Planner®. With that being said though, it was actually created by a Certified Financial Planner which does lend the course some credibility.
As for a little background on the creator, Clint Haynes, he’s been in the financial services industry since 2001 working for a few different firms over that time. In 2014, he set out on his own to start NextGen Wealth.
According to him, he created his practice to serve those younger individuals (30-40’s) who might not be a good fit for the traditional financial services firm. He practices truly comprehensive financial planning thus the creation of their trademarked financial planning process, The Financial Freedom Blueprint®.
Since creating The Financial Freedom Blueprint® for his client’s a few years ago, Clint always wanted to create a DIY type course where anyone could create their own financial plan at a fraction of the cost of having to pay a CFPⓇ.
According to Clint, The Financial Freedom Blueprint® Course is the exact same financial planning process he uses for his clients but just designed for the DIYer.
Now that we have a little background, let’s take a look at what’s inside the course, what it covers and if it might be of benefit to you.
Overview of The Financial Freedom Blueprint® Course
The course is extremely comprehensive with 25 sections and nearly 7 hours of video content broken up into roughly 5-10 minute videos. Each section has its own corresponding video/videos along with its own step-by-step PDF guide.
What I really like is that there’s an actual Financial Freedom Blueprint template that you fill out after completing each section. It’s laid out in a pretty easy to understand manner that makes going through it nice and fluid.
Some sections should be completed before moving on to others but many of them can be completed at any time, particularly the ones that could possibly save you or make you more money i.e. having the right savings account, saving money on investments, saving money on insurance (home, auto, life), finding unclaimed money, etc.
As opposed to going through the entire course curriculum, I thought it might be helpful to just list the 25 different sections. You can also view the list of sections/lectures by going to the bottom of the sales page.
- Introduction to the Course
- Cash Flow is King
- Spend Less or Make More (or both)
- Don’t Pass up Free Money
- Fund an Emergency Savings Account
- Pay off High-Interest Debt
- How to Save for Financial Independence/Retirement
- How to Manage Your Investments
- How to Save for Your Child’s College
- Creating Additional Savings and Investment Accounts
- Managing Your Home Mortgage
- Manage Your Homeowners and Auto Insurance
- Managing Your Health Insurance
- Participate in a Flexible Spending Account
- Managing Your Life Insurance
- Managing Your Long-Term Disability Insurance
- The Basics of Estate Planning
- The Basics of Tax Planning
- Creating a Login Safety Plan
- Take Advantage of Credit Card Rewards
- Monitor Your Credit Report
- Automate Your Finances
- Set Up a Financial Dashboard
- Set up a Secured Drive to Store Important Documents
- Course Wrap-Up
Does it Make Sense for You
Well, it could. From our review, we believe it would be ideal for those individuals in their 20’s and 30’s who are looking to get serious about their finances. They know enough to be dangerous but have come to a point where they could use some guidance from a professional but don’t want to actually have to pay a professional.
They enjoy handling their finances themselves and are probably a little overwhelmed and confused by all of the information out there and would appreciate having everything lined out for them in one place.
It’s definitely geared towards the beginner to intermediate financial DIYer but also includes a few advanced topics as well. Best of all, it’s coming from a Certified Financial Planner® who’s fine-tuned the process over the years and gone through it with many clients.
If this sounds like you, then you’re probably a good candidate to go through the course.
It’s very thorough and leads you through step-by-step exactly what you need to do to create your own financial plan i.e. Financial Freedom Blueprint. Some sections will certainly take more time than others but Clint does a good job of making it as easy as possible and lays out exactly what you need to do in order to accomplish the tasks of each section.
I really like the template that you fill out after completing and doing your homework for each section. You don’t have to go through a number of sections to feel like you’ve made progress as a sense of accomplishment will definitely be felt one section at a time.
Clint also states that you should be able to make up the cost of the course in relatively little time and I have to agree (from the many savings tips and tricks the course offers). Obviously, everyone is different but there are a number of tips that many people have probably never thought of that could save them quite a bit of money initially and year-after-year.
I can say that after looking at the course that this is something I would recommend to the right person. If after reading this, you feel like you fit the mold, then I’d definitely suggest checking it out.
As for cost, Clint’s firm charges a one time fee of $2,497 for putting together a financial plan. But, the online Financial Freedom Blueprint®Course comes in at just $397.
However, Clint has made an incredible offer to the readers of Moneylogue with a $300 discount code making the course only $97. It’s a pretty incredible discount (it took some convincing on my part). I would have no problem recommending the course at $397, but at $97 it’s almost a no-doubter.
To get the $300 off coupon, use the coupon code MONEYLOGUE1 for a one-time payment of $97 or the coupon code MONEYLOGUE2 for 6 monthly payments of $16.50
Go here to get signed up, learn more and see if it makes sense for you.