◆ Build your personal path to $1 million. Map out what your money could look like in 10, 20, and 30 years based on what you can actually invest and create a plan for building wealth from where you are today.

◆ Learn investing without needing a finance degree. Stocks, bonds, index funds, ETFs, retirement accounts, diversification, risk and more are broken down into plain English so you finally understand what you're doing with your money.

◆ Know what to invest in and WHY. Learn how to build a diversified, long-term portfolio based on data instead of stock tips, trends, influencers, or trying to guess what the market will do next.

◆ Find out what's actually in your name. Follow Pattie's step-by-step walkthroughs for the Essential Lookups so you can verify your financial position instead of assuming you know where you stand.

◆ Create one clear picture of what you own and where everything is. Use the Is Your Name On It? Verification Ledger, Asset Location Inventory, Document Location Log, Beneficiary Audit Sheet, and Master Document Checklist to organize what's yours, his, joint, or still unknown.

◆ Get your money working in the right order. Learn how to balance your emergency fund, debt, 401(k), Roth IRA and brokerage investing so you're not accidentally sacrificing tomorrow while trying to handle today.

◆ Go from “I should start investing” to actually invested. Follow Pattie's 30-minute setup process to choose a platform, open your account, fund it, research your investments and automate your contributions.

◆ Create a wealth-building system you don't have to obsess over. Set up automatic contributions and dividend reinvestment, then follow a simple annual review process instead of watching the market every day.

◆ Know exactly what to ask and how to ask it. Get ready-to-use conversation starters, request scripts, email templates, and question sheets for conversations with your spouse, financial institutions, estate attorney, CPA, and financial advisor.

◆ Walk away with YOUR Million Dollher Plan. Bring everything together into a clear picture of where you stand, what you're building, what's been verified, what still needs answers, and the next steps you can take toward greater financial independence.