Build the Skills That Unlock Financial Freedom
The Financial Mastery Program

You’ve envisioned financial freedom — now it’s time to make it your reality. The Financial Mastery Program is your opportunity to finally take control of your finances, build real wealth, and create the life you’ve been working so hard to achieve.

Over the course of four powerful weeks, you’ll learn how to replace uncertainty with clarity, discipline, and confidence. Led by Dr. Patty E. Mason, EA, MST, DM, CAA, and guided by her team of trusted experts in law, insurance, and financial strategy, you’ll gain not just knowledge — but mastery — over the systems and habits that shape financial success.

This is more than a class. It’s a turning point — the bridge between where you are today and the freedom you’ve always imagined.

Your future won’t change on its own — but it can change starting now.

Your Path to Financial Freedom Begins Here
What You’ll Gain from the Financial Mastery Program

Imagine what your life could look like if money no longer held you back — if you could save confidently, invest wisely, and live freely.

The Financial Mastery Program isn’t just about numbers; it’s about transformation — giving you the knowledge, structure, and mindset to build real wealth, reduce financial stress, and create a legacy that lasts for generations.

Over four powerful weeks, you’ll gain the tools and confidence to:

• Master your money, instead of it mastering you. Learn how to manage cash flow, eliminate debt, and make your money work as hard as you do.
• Invest with intention and clarity. Discover how to make your money grow — whether that’s through savings strategies, retirement planning, or smart real estate investments that build long-term stability.
• Build generational wealth. Design systems that allow you not only to live well today, but to pass on prosperity — teaching your children the principles of financial independence and leaving a true legacy.
• Transform stress into freedom. Replace anxiety about bills, taxes, and future uncertainty with the peace of mind that comes from having a plan — and knowing how to follow it.
• Turn ambition into action. Gain the discipline and structure to move from dreaming about financial freedom to actually living it.
• Live life on your terms. Enjoy the confidence to say yes to opportunities — travel, family experiences, and the lifestyle you’ve always wanted — because your finances finally support your goals.

By the end of the program, you’ll walk away not just with financial knowledge, but with a renewed sense of possibility.

You’ll understand how to build wealth, protect it, and grow it — not someday, but starting now.

Because financial freedom isn’t a fantasy — it’s the result of learning how to take control, stay disciplined, and make money your ally instead of your obstacle.

Success Mindset – Beliefs That Build (or Block) Wealth

Real change starts with how you think about money. In this pillar, you’ll uncover the beliefs and habits that quietly drive your financial decisions—and replace them with patterns that create momentum and confidence. You’ll learn simple, repeatable routines that turn discipline into results, even when life gets busy. By strengthening mindset first, every strategy that follows becomes easier, clearer, and more effective

Financial Management – Cash Flow, Debt, and Clarity

Clarity is power. You’ll create a practical system for tracking income, expenses, and obligations so you can see exactly where your money goes—and redirect it toward what matters. We’ll demystify debt, optimize cash flow, and establish priorities that reduce stress while accelerating progress. The outcome is a plan you can maintain, not a spreadsheet you abandon.

Business & Entrepreneurship – Structure and Strategy

If you run—or want to start—a business, structure and strategy determine sustainability. You’ll learn how to select and maintain the right entity, set up internal controls, and price intelligently for profit. We’ll connect day-to-day operations to long-term financial goals so your business fuels wealth rather than consuming it. The goal is simple: build something that scales, serves, and supports your life.

Investments & Wealth Building – Growing Your Money

Wealth grows when intention meets strategy. This pillar introduces the fundamentals of risk, return, and diversification in plain language, with a special focus on real-world approaches like retirement accounts and real estate. You’ll learn how to align investment choices with your time horizon, tax picture, and goals. The result is a growth plan you understand—and trust.

Retirement & Legacy Planning – Peace in Your Later Years

Security is built long before you need it. Here, you’ll map out income needs, timelines, and options so your later years are defined by choice—not worry. We’ll cover how to coordinate savings, retirement vehicles, and withdrawal strategies in a way that supports the life you want. Peace of mind comes from having both the numbers and the plan.

Asset Protection – Insurance, Legal, and Security

Protecting what you build is non-negotiable. Guided by trusted specialists, you’ll learn how insurance, legal structures, and risk controls work together to safeguard your family, business, and property. We’ll identify gaps, reduce exposure, and outline practical steps to increase resilience. With the right protections in place, setbacks don’t become derailments.

Wealth Transfer to Heirs – Preparing the Next Generation

True financial success is generational. This pillar helps you design how assets—and wisdom—move to those you love with clarity and intention. You’ll explore estate tools, tax-aware strategies, and practical ways to teach financial stewardship to your heirs. The goal is a legacy that preserves wealth, honors your values, and equips the next generation to thrive.

Each pillar is interconnected — together forming a complete system that transforms financial knowledge into lifelong mastery.

Whether your goal is to reduce stress, grow your business, or create generational wealth, these seven pillars provide the foundation to make it possible.