Achieve Financial Freedom
through the
Financial
Wellness
Academy
Pictured above: Award-winning entrepreneur, author, and speaker, Dr. Patty E. Mason EA, MST, DM, CAA empowers others to master their finances and transform their lives.
Your Journey to Financial Freedom Begins Here
Imagine waking up each morning knowing that your bills are paid, your savings are growing, and your future is secure. That’s what financial freedom feels like — control, confidence, and peace of mind. At the Financial Wellness Academy, we believe that financial freedom is possible for everyone, no matter where you’re starting from. It’s not just about earning more money; it’s about learning how to make your money work for you so you can live life on your terms.
Founded by Dr. Patty E. Mason, a nationally recognized financial and business consultant, the Financial Wellness Academy was built to empower individuals and entrepreneurs who are ready to take charge of their financial future. With over two decades of experience guiding clients toward success, Dr. Mason has proven that the journey to financial wellness begins with knowledge and discipline — and she’s made it her life’s work to share both.
Through our signature Financial Mastery Program, attendees gain a complete, practical framework for building lasting financial success, including The 7 Pillars to Financial Wellness. Each pillar is designed to strengthen a different part of your financial foundation — from mindset and money management to business growth, investments, and legacy planning. By the end of the Financial Mastery Program, you’ll understand how to take control of your finances with clarity and confidence.
Your journey starts with a single decision — the choice to invest in yourself. Financial freedom isn’t a dream reserved for the few; it’s an achievable reality when you have the right guidance, tools, and plan. The Financial Mastery Program will show you how to create it.
Your Financial Empowerment Expert
Introducing Dr. Patty E. Mason EA, MST, DM, CAA
For more than three decades, Dr. Patty E. Mason has dedicated her career to helping individuals and business owners gain clarity, control, and confidence in their finances. As an Enrolled Agent licensed by the IRS and founder of Mason Accounting & Consulting Services, she brings unmatched real-world expertise in taxation, business strategy, and financial management. Her passion for helping others stems from her own journey—one that proves anyone can rise from challenges and build lasting financial freedom with the right mindset and plan.
Dr. Mason holds a Doctorate in Management with a concentration in Organizational Leadership, blending her deep understanding of business systems, leadership, and human behavior to help clients create sustainable success. Her approach goes beyond numbers; she teaches people how to think, plan, and act like financially empowered leaders. Through her Financial Mastery Program, Patty translates decades of experience into actionable strategies that guide participants toward measurable financial growth and independence.
As a published author, Dr. Mason has written multiple books that reflect her commitment to transformation and practical success. Her titles include An Insight to Business Success: Business Success A–Z Mastery, The Rising of The Phoenix: The Journey from Trauma to Triumph, and Financial Management Mastery: A Practical Framework to Master Financial Management. Each book reinforces her mission—to help others strengthen their mindset, master money, and create a legacy of stability and freedom.
Recognized as Mrs. Woman Entrepreneur Orlando International 2024 and an ONYX Magazine 2025 Woman on the Move Honoree, Dr. Mason continues to inspire others through her leadership, faith, and drive to serve. She has built her career on one simple truth: with knowledge, structure, and perseverance, financial freedom isn’t just possible—it’s achievable for anyone willing to take the first step.
Your Path to Financial Freedom
The 7 Pillars to Financial Wellness
Financial freedom isn’t built overnight — it’s developed through discipline, knowledge, and a framework that works in every stage of life. That’s why the Financial Mastery Program is built around The 7 Pillars to Financial Wellness, a proven foundation that teaches you how to master your mindset, money, and long-term security. Each pillar focuses on a specific area that contributes to lasting financial success, helping you move from uncertainty to empowerment.
Together, these seven pillars create a clear, step-by-step roadmap to build wealth, protect what you’ve earned, and prepare for the future with confidence. You’ll learn how to think like a wealth builder, manage your cash flow with clarity, structure your business for growth, and develop the habits that create financial peace for life.
Success Mindset – Beliefs That Build (or Block) Wealth
Success Mindset – Beliefs That Build (or Block) WealthYour beliefs shape your bank account. This pillar helps you uncover how early experiences, emotions, and habits influence financial behavior — and how to reprogram your mindset for growth. You’ll learn to replace limiting beliefs with success-driven thinking so you can make decisions from a place of confidence, not fear.
Financial Management – Cash Flow, Debt, and Clarity
Financial Management – Cash Flow, Debt, and ClarityHere, you’ll discover how to organize your money with purpose. Learn to budget effectively, manage debt strategically, and establish systems that bring stability and control. By mastering your day-to-day finances, you’ll gain the clarity needed to plan for long-term goals without the stress.
Business & Entrepreneurship – Structure and Strategy
Business & Entrepreneurship – Structure and StrategyWhether you’re launching a business or strengthening one you already own, this pillar helps you set up for profitability and protection. You’ll explore how to structure your business, price your services, and maintain healthy cash flow while developing the leadership skills that drive sustainable success.
Investments & Wealth Building – Growing Your Money
Investments & Wealth Building – Growing Your MoneyThis is where your money begins to work for you. You’ll gain practical insight into investment principles, real estate opportunities, and wealth-building strategies that align with your goals. The focus is on education, not speculation — helping you make informed, confident choices for long-term growth.
Retirement & Legacy Planning – Peace in Your Later Years
Retirement & Legacy Planning – Peace in Your Later YearsRetirement isn’t the end of the journey; it’s the reward for a lifetime of smart planning. This pillar teaches how to create income strategies, plan your estate, and leave a legacy of financial stability for future generations. The result is peace of mind knowing your hard work will continue to benefit the people you love.
Asset Protection – Insurance, Legal, and Security
Asset Protection – Insurance, Legal, and SecurityWealth isn’t just about what you earn — it’s about what you keep. This pillar covers essential strategies for safeguarding your assets through the right insurance, legal structures, and contingency planning. You’ll learn to defend your financial future from unexpected events with the same precision used to build it.
Wealth Transfer to Heirs – Preparing the Next Generation
Wealth Transfer to Heirs – Preparing the Next GenerationTrue financial success lives beyond you. In this pillar, you’ll learn how to prepare your heirs to manage and sustain your legacy through trust planning, gifting strategies, and education. It’s about more than passing on wealth — it’s about passing on wisdom that empowers generations to come.
Begin Your Journey to Financial Freedom
Enroll in Our Next Financial Mastery Program
You’ve envisioned financial freedom—now it’s time to achieve it.
The Financial Mastery Program is a transformative four-week experience that blends structure, strategy, and accountability to help you take confident control of your finances. Led by Dr. Patty E. Mason and supported by her team of trusted experts in law, insurance, and financial strategy, each session is designed to turn financial knowledge into measurable, lasting results.
Your enrollment includes four weeks of focused instruction, essential program materials, and access to exclusive financial planning tools developed by Dr. Mason and her partners. With small-group learning and personalized guidance, you’ll gain the clarity and confidence to make decisions that strengthen your financial future.
Seats are limited, and each program fills quickly.
Don’t wait—take the first step toward transforming your financial future today.
*Space is limited — early registration is recommended.
Join Our Newsletter for Free Financial Tips in Your Inbox
Financial freedom starts with knowledge — and the right insights can make all the difference. Stay connected with Dr. Patty E. Mason and the Financial Wellness Academy to receive practical financial tips, success strategies, and motivational advice delivered straight to your inbox.
Each message is designed to help you think smarter about your money, strengthen your financial habits, and stay focused on your goals. You’ll also be the first to know about upcoming Financial Mastery Program sessions, new resources, and exclusive learning opportunities.
Join a community of like-minded individuals committed to building confidence, clarity, and long-term success.
Start Building the Life You Deserve
Your Journey to Financial Freedom Starts with a Conversation
Every financial transformation begins with a single step — asking the right questions. Whether you’re ready to join the Financial Mastery Program, want to learn more about upcoming sessions, or simply want clarity on where to begin, we’d love to hear from you.
Reach out to connect with Dr. Patty E. Mason and her team of trusted experts in business, law, and financial strategy. Together, we’ll help you take the next step toward the clarity, confidence, and freedom you deserve.
Complete the form to get in touch — your journey toward financial wellness starts today.