ATTN: ONLINE COACHES, COURSE CREATORS + SERVICE PROVIDERS:

That money you’ve worked so hard for in your business… don’t let it go to waste.

A FREE 5-day live training event that tells you (in normal non-financy judgy terms) exactly what to do with your business profits so you can sleep well at night knowing your cash is safe and growing.

Hurry! Doors Close in

**For the online business owner that has worked TOO hard for their profits to worry about money, how to grow it, and not let it go to waste…**

At this point, you know you need to figure out what to do with the money you’re making in your online business.

This isn't the first time you've heard how investing your profits is vital to building true wealth.

You maybe made a mental note to 'check it out' once or twice, but haven't really put it on your to-do-today list yet.

Maybe you're intimidated, or maybe you're not sure where to start since there is just too much information on YouTube and in your newsfeed about all these people telling you to put it in investments, or crypto ... but you don’t know where to even begin

Maybe you feel like you have ZERO time to figure out a strategy and ZERO idea of who to trust for an unbiased opinion...

Whatever excuses have been holding you back?

It's time to give ‘em the boot!

Take all those ZEROES, and let’s add them to the end of your net worth statement so that your wealth is growing whether you’re working in your business or not.

Take all those ZEROES, and let’s add them to the end of your net worth statement so that your wealth is growing whether you’re working in your business or not .

Sounds great, right?

Cash Flow Confident was born because I was SO TIRED of watching my friends and clients get sucked into one of these unhelpful scenarios:

Hopped into random investment tactics they’ve learned from their mastermind buddies only to lose money.

Enrolled in courses to learn about building wealth that were veiled sales pitches for investment or insurance products.

Worked with traditional financial advisors that squeeze them into strategies meant for the typical 9-5 employee (helloooo, so NOT you).

Stayed on the sideline because they are scared to get it wrong and the fear of failure is keeping procrastinating for the elusive One Day.

If you're ready to...

START BUILDING LONG-TERM, LEGACY-LEVEL WEALTH WITH A STRATEGY THAT...

Allows you to be financially secure whether your business is running or not

Generates income regardless of the market

Is designed around your specific personality so you can actually enjoy your relationship with money

This is for you …

A FREE 5-day live training event that tells you (in normal non-financy judgy terms) exactly what to do with your business profits so you can sleep well at night knowing your cash is safe and growing.

Here’s what we will focus on together during Cash Flow Confident

Understanding your money personality so your wealth plan aligns with your natural strengths and motivations

The lifestyle design process I’ve used with my clients to ensure they are building a life that is fulfilling to them

How to determine the numbers you actually need to reach to achieve your financial goals without having to get a PhD in finance

Ways to invest your business profits and take home pay to close the gap between where you are now and where you want to be (even if you have ZERO idea where to begin)

The systematic method to create your entire wealth-building framework to build, grow and protect your money

IT'S GOING TO BE A WEEK THAT WILL CHANGE YOUR LIFE AND LEGACY ...

Leaving you with the confidence and knowledge to kickstart your personalized wealth building strategy!

Here’s what we will focus on together during Cashflow Confident

Understanding your money personality so your wealth plan aligns with your natural strengths and motivations

The lifestyle design process I’ve used with my clients to ensure they are building a life that is fulfilling to them

How to determine the numbers you actually need to reach to achieve your financial goals without having to get a PhD in finance

Ways to invest your business profits and take home pay to close the gap between where you are now and where you want to be (even if you have ZERO idea where to begin)

The systematic method to create your entire wealth-building framework to build, grow and protect your money

IT'S GOING TO BE A WEEK THAT WILL CHANGE YOUR LIFE AND LEGACY ...

Leaving you with the confidence and knowledge to kickstart your personalized wealth building strategy!

But don’t just take my word for it:

"Portia has such a unique and personal way of approaching finances and wealth-building for entrepreneurs."

Her work of blending the Enneagram with personal finance and mindset is SO important because most people start a business and then have no idea how to allocate their financial resources. I’ve seen so many people start the business, figure out the management side, and then get lost on what to do with it when it's finally made and in their bank account. Portia guides entrepreneurs on how to make the most of their money in a way that works for them, without the guilt, shame or embarrassment that usually surrounds money.

-JULIE CHENELL

"Portia is able to talk about wealth creation, wise stewardship, and money as a resource in a way that had me giving that ‘church lady amen'"

I’m not a natural numbers girl—learning finances (both for business as an entrepreneur & personal life) has been a test in persistence & patience. Then, Portia takes the stage, starts presenting, and my heart rate hits flutter speed: YES. All the yes. I want what she’s having, please. I checked my mindset at the door & forecasted what’s possible as Portia brilliantly teetered me on the precipice of both contentment & wise management with what I HAVE been blessed with … AND an idea of ‘what if’ and legacy-setting for my children.

-ASHLYN CARTER

"Portia’s approachable manner paired with her years of online business experience and financial expertise take the intimidation factor out of planning for the future."

Finances have always frightened me- I’m usually the type to bury my head in the sand and simply hope for the best… and deal with the consequences later. She helped me see how I don’t have to be a genius Wall Street trader in order to make sure my finances can survive the storms of life. Portia took a subject that has always been scary (and, let’s be honest, shame-inducing for some of us), and she turned it into something palatable, and more importantly, achievable.

-ABBY GRACE SPRINGMANN

Basically, I know a thing or two about helping multiple 6 and 7-figure entrepreneurs like you take the money they make in their business and turn it into wealth that supports their dream lifestyle now and in the future … without the scarcity-driven, fear-based, old-school methods that run rampant in the personal finance industry.

I’m Dr. Portia R. Jackson, CFP®

I’m here to help you design a wealth-building framework that funds your fulfilled life - even if you have no idea where to start.

My talent is creating the systems to build legacy-level, long-term wealth while incorporating your individual personality...

... and providing resources to systemize the manifestation of your money and life goals so you can condense the timeline to actually living your Wealthy and Fulfilled™ life.

As a former rocket scientist (yep, I have a PhD!) that built a multiple 6-figure digital marketing agency, and a CERTIFIED FINANCIAL PLANNER™ Professional that’s trusted by Fortune 500 companies and helped hundreds of people live a more Wealthy and Fulfilled™ life … if you’re looking for someone to be on your side that understands your industry, knows the financial stuff AND you can trust?? Look no further my friend.

As entrepreneurs, we take the risk of going off the beaten path to share our gifts and talents with the world, yet, we often get so caught up in the Business that we forget the business is here to serve us, not the other way around. But in my time in high-end masterminds and networking groups, I realized that many times these super smart, successful business owners are confused about how to transform their profits into a tool that supports their Life. I’m here to change that.

What you get each day during the event

DAY 1 (October 17)

Identify Your Wealth Personality

When I ask most coaches, course creators and service providers what they struggle with the most when it comes to money and they usually say - “I’m not good with money”. In this session, you are going to learn how to leverage your unique personality to work with you to build wealth, not against you … because EVERYONE can be Cash Flow Confident.

DAY 2 (October 18)

Create Your Fulfilled Lifestyle

Most coaches, course creators and service providers struggle unnecessarily within their business to reach the “next level” of revenue because they don’t take the time to calculate how much it costs to actually fund their dream life. That’s why by the end of this session, you are going to walk away with your Lifestyle Number so you know how much it actually costs to make your vision board your reality.

DAY 3 (October 19)

Understand the Gap

Now that you know your Lifestyle Number, what happens if your current bank account is missing a few zeros? Which is why in this session, you’ll learn if you need to make more money, make your money make more money or a combination of both.

DAY 4 (October 20)

Build Your Wealth Bridge

In this session, you’ll learn how to close the gap between your current financial situation and your wealthy financial situation. Discover the primary ways to grow, earn and protect your money. Use my simple checklist to discover which wealth building tools belong in your money toolbox.

DAY 5 (October 21)

Design Your Personalized Wealth Building System

Finally, I’ll close out the workshop with my proprietary method to design a wealth-building system designed for your unique personality, lifestyle design and financial goals. This will be your chance to ask any remaining questions you might have so you are confident, clear and ready to create legacy-level wealth … the kind your grandkids will thank you for.

*you will have access to all this content AND all the replays until October 26th, 2022.

The fun doesn’t stop there!

AND you get these bonuses

BONUS 01

Exclusive Private Community Portal

Connect with your peers, revisit the trainings, and get daily feedback from Portia!

I strongly urge you to show up live each day, because that is how you’re going to get the most out of the experience. But I know that it’s not always possible to attend every call. That’s why I’m creating a portal where you can connect with everyone, watch the replays and download all the workshop files when it suits you.

BONUS 02

Cash Flow Confident Roadmap

Know exactly the steps to take to easily and effortlessly build, grow and protect your wealth.

Imagine how it would feel to have your individual roadmap for wealth laid out for you step-by-step so you can see all the details without feeling overwhelmed, confused or pressured. That feeling can be yours as we’ll be filling out your Cash Flow Confident Roadmap together throughout the workshop, so when you finish the five days, you leave with a wealth plan that will practically have you first class, up in the sky.

BONUS 03

The Money Mindset Vault

Money can be scary and bring up some not so great feelings.

As any business owner knows, success isn’t just about what you do, but also your mindset. The same is true for money. Understanding how to identify any limiting beliefs and reframe them into beliefs that better support your desires will help you build wealth with greater ease. Enter the The Money Mindset Vault. These powerful LIVE daily sessions will help you easily and practically build a success mindset

BONUS 01

Exclusive Private Community Portal

Connect with your peers, revisit the trainings, and get daily feedback from Portia!

BONUS 02

Cash Flow Confident Roadmap

Know exactly the steps to take to easily and effortlessly build, grow and protect your wealth.

BONUS 03

The Money Mindset Vault

Money can be scary and bring up some not so great feelings.

Here's What They Are Saying ...

It's important for us to work together and find the plan that works for both of us.

One of the unique things about working with Portia and her financial planning services has been learning about the Enneagram and our numbers and how which helps us understand how we approach life which translates into how we approach money... know that it's going to be a great experience!

-LANDON & JANIECE HILL

"I was blown away by the shame she removed about how we all feel about money ..."

I felt empowered. I felt confident. I felt there was a better way to move forward with my money.

-DARA SKLAR

Portia has such a unique and personal way of approaching finances and wealth-building for entrepreneurs.

Portia guides entrepreneurs on how to make the most of their money in a way that works for them, without the guilt, shame or embarrassment that usually surrounds money.

-DALLIN NEAD

Join us for...

What's Included:

Day 1: Identify Your Wealth Personality (October 17) - Valued at $497
Day 2: Create Your Fulfilled Lifestyle (October 18) - Valued at $497
Day 3: Understand the Gap (October 19) - Valued at $497
Day 4: Build Your Wealth Bridge (October 20) - Valued at $497
Day 5: Design Your Personalized Wealth Building System (October 21) - Valued at $497
BONUS: Welcome Party (Sunday, October 16) - Valued at $97
BONUS: Graduation Party (on Wednesday, October 26) - Valued at $97
BONUS: Exclusive Private Community Portal (access through Oct 26) - Valued at $97
BONUS: Cash Flow Confident Roadmap - Valued at $97
BONUS: The Money Mindset Vault - Valued at $297

Day 1: Identify Your Wealth Personality (October 17) - Valued at $497
Day 2: Create Your Fulfilled Lifestyle (October 18) - Valued at $497
Day 3: Understand the Gap (October 19) - Valued at $497
Day 4: Build Your Wealth Bridge (October 20) - Valued at $497
Day 5: Design Your Personalized Wealth Building System (October 21) - Valued at $497
BONUS: Welcome Party (Sunday, October 16) - Valued at $97
BONUS: Graduation Party (on Wednesday, October 26) - Valued at $97
BONUS: Exclusive Private Community Portal (access through Oct 26) - Valued at $97
BONUS: Cash Flow Confident Roadmap - Valued at $97
BONUS: The Money Mindset Vault - Valued at $297

Total Value = $3,170

Regular Price = $97

Today’s Price = $0

*This is a special offer at $0.00 and I will be charging for this workshop soon.

You don’t want to miss this opportunity to join for free today.

*This is a special offer at $0.00 and I will be charging for this workshop soon. You don’t want to miss this opportunity to join for free today.

But don’t just take my word for it:

This is perfect for you if …

You currently are a coach, course creator, agency owner or service provider that is actually paying yourself from your business

You are wondering when the hustle is going to pay off into a life of fulfillment, ease and flow where your money is working harder for you, than you are for your money

You’re feeling ashamed, embarrassed or guilty that your personal finances don’t match the success in your business

You are ready to build wealth outside of your business to create long-term, legacy-level wealth that isn’t dependent on the next launch, client or what an algorithm allows you to do

This is not for you if …

You are not taking a profit or take-home pay from your business (simply because the techniques taught in this workshop are based on having money to invest)

You are looking for a get rich quick scheme. We don’t do that here. This is based on a comprehensive wealth-building strategy, not the next here t

You are comfortable with the status quo and leaving your money up to the whims of the market or sitting in cash (where it's technically losing money … hello inflation!)

This is perfect for you if …

You currently are a coach, course creator, agency owner or service provider that is actually paying yourself from your business

You are wondering when the hustle is going to pay off into a life of fulfillment, ease and flow where your money is working harder for you, than you are for your money

You’re feeling ashamed, embarrassed or guilty that your personal finances don’t match the success in your business

You are ready to build wealth outside of your business to create long-term, legacy-level wealth that isn’t dependent on the next launch, client or what an algorithm allows you to do

This is not for you if …

You are not taking a profit or take-home pay from your business (simply because the techniques taught in this workshop are based on having money to invest)

You are looking for a get rich quick scheme. We don’t do that here. This is based on a comprehensive wealth-building strategy, not the next here t

You are comfortable with the status quo and leaving your money up to the whims of the market or sitting in cash (where it's technically losing money … hello inflation!)

Why Am I Giving This Away for Free?

This would normally be a paid training but I believe it is crucial to get this information in the hands of as many digital business owners as possible. Especially, those entrepreneurs who are providing value to the marketplace and earning high-revenue in return and haven't yet gained the knowledge on what to do with that revenue.

I am offering VIP access on the next page for those that want to have an even deeper understanding and more personalized access to me during the event.

Have Questions?

I Have Answers!

Is Cash Flow Confident right for me?

If you started a business to make impact and income but you’re feeling as if you’re personal wealth isn’t reflecting that or you could be doing more, then yes this is right for you. If you are currently struggling to keep up with bills, this content won’t be quite as helpful for you at this time.

I can’t attend live, will it still be worth it?

Yes! While I strongly urge you to show up live each day - because that’s how you’re going to get the most out of this workshop, you have access to the recordings throughout the live workshop so you can watch and re-watch the lessons during the workshop at your convenience.

Do I need to give lots of time to the workshop?

The trainings will be 30-45 minutes each day with a pre-party the Sunday before we kick things off. The sessions are interactive so a majority of the work will be done during that time.

Can I access the trainings & recordings after the workshop is over?

I will be archiving the group and removing the trainings the Wednesday following the close of the workshop. If you’d like unlimited access, you can upgrade to the VIP option.

What if I'm not a business owner?

The principles and actions I'll be teaching in this workshop work for anyone, but specifically I'll be referencing the take-home pay from business owners. If you are an employee, you are more than welcome to join us but you would benefit most if you have disposable income that you're looking to maximize.

What did one penny say to the other penny?

Let's get together and make some cents.

What if I'm not a business owner?

What did one penny say to the other penny?

Let’s get together and make some cents.

You’ve done the programs.

You’ve joined the masterminds.

You work hard.

You hustle.

You sacrifice time, money, energy, and sanity.

And you’ve made it. You reached multiple six-figures … maybe even your first million. You deserve to watch your money growing and multiplying itself while you focus on your business.

You deserve to live the kind of life that is your definition of success.

There has never been a better time to get all your ducks in a row so you’re actually creating personal wealth, not just building a business.

Ready to design a wealth-building framework that funds your fulfilled life?

You’ve done the programs.

You’ve joined the masterminds.

You work hard.

You hustle.

You sacrifice time, money, energy, & sanity.

And you’ve made it. You reached multiple six-figures … maybe even your first million. You deserve to watch your money growing and multiplying itself while you focus on your business.

You deserve to live the kind of life that is your definition of success.

There has never been a better time to get all your ducks in a row so you’re actually creating personal wealth, not just building a business.

Ready to design a wealth-building framework that funds your fulfilled life?

You’ll be supported through our weekly group coaching sessions and our private Facebook™ community where you’ll be able to ask questions and get feedback anytime you need it. In addition, every week you will have the opportunity to submit anything you create inside the program and get individual, private, pre-recorded feedback on it.

The beauty of the Wealthy and Fulfilled™ Blueprint is that you can get massive value in the program without having your own financial advisor.

After getting a peek behind the scenes of the financial advisor world, I can tell you that the chances of you getting weekly support is slim to none, most don’t understand our unique business model as coaches, consultants, course creators and service providers and fees are one of the biggest factors that will eat into your nest egg over the long-run. And finding a financial advisor that can go into the energetics and intersectionality of healing your money stuff is like finding a unicorn

However, choosing to work with a financial advisor is a personal decision and we even show you how to properly find, interview and hire one for your financial team (for those of you planning to move into the $1M+ range in business) in the program.

The Wealthy and Fulfilled™™ Blueprint is application-only because I don’t allow anyone into the group that I don’t 100% fully believe will benefit from our program. Go ahead and apply and trust me, we’ll let you know if this is not the right program or timing for you.

Only you can make the best possible decision for you and your situation. I have included everything needed for you to succeed in the program - mindset work, templates, easily digestible trainings, private feedback, weekly calls, and more. All you have to do is show up, be teachable, implement, and the transformation will follow. However, we can’t do the work for you. We mapped out the path, gassed up the car, packed the snacks and made the playlist, but you have to drive the car.

YOUR SUCCESS DEPENDS ENTIRELY ON YOUR OWN EFFORT, MOTIVATION, COMMITMENT AND FOLLOW-THROUGH. WE CANNOT PREDICT AND WE DO NOT GUARANTEE THAT YOU WILL ATTAIN A PARTICULAR RESULT, AND YOU ACCEPT AND UNDERSTAND THAT RESULTS DIFFER FOR EACH INDIVIDUAL. EACH INDIVIDUAL’S RESULTS DEPEND ON HIS OR HER UNIQUE BACKGROUND, DEDICATION, DESIRE, MOTIVATION, ACTIONS, AND NUMEROUS OTHER FACTORS. YOU FULLY AGREE THAT THERE ARE NO GUARANTEES AS TO THE SPECIFIC OUTCOME OR RESULTS YOU CAN EXPECT FROM USING THE INFORMATION YOU RECEIVE ON OR THROUGH THIS WEBSITE OR PRODUCT.

When you purchase our product, you understand that there is no guarantee that you will achieve any particular result or outcome using any of the ideas, tools, strategies or recommendations presented. We make no promises or warranties concerning your likelihood of success, performance, future earnings, business profits, financial increase or results of any kind. You understand that with any financial endeavor there is an inherent risk, including a loss of capital and therefore you assume all responsibility for any such risk.

THERE CAN BE NO ASSURANCE AS TO ANY PARTICULAR FINANCIAL OUTCOME BASED ON THE USE OF OUR WEBSITE OR PROGRAM. YOU AGREE THAT I AM NOT RESPONSIBLE FOR YOUR EARNINGS, THE SUCCESS OR FAILURE OF YOUR PERSONAL OR BUSINESS DECISIONS, THE INCREASE OR DECREASE OF YOUR FINANCES OR INCOME LEVEL, OR ANY OTHER RESULT OF ANY KIND THAT YOU MAY HAVE AS A RESULT OF INFORMATION PRESENTED TO YOU THROUGH OUR WEBSITE OR PROGRAM. YOU ARE SOLELY RESPONSIBLE FOR YOUR RESULTS.