This is the first in our series and lays the groundwork for our other workshops.  If you wonder where your money goes every month, this should be your first stop.

In 90 minutes you will learn...
 - Why the money plan your parents gave you won't work
 - The Saver/Spender Dynamic in your family
 - The ideal flow of your money
 - How to Track Where Their Money Goes
 - The secrets of the rich and how you can copy them

Once you have a handle on your money, you need a place to invest some of it.  Real Estate has created more wealthy people than any other single investment and you can take advantage of it too.

This class is a $100 value that is FREE to Old West Mortgage clients and their friends and family members.

In 90 minutes you will learn how to...
 - Buy Rental Property with little or No Money Down
 - Evaluate Potential Properties as an Investment
 - Attract Good Tenants Who Pay On Time
 - Manage your Properties
 - Set Up Bookkeeping for Tax Purposes

Get Control of Your Money

This is a six-week course designed to help you create an attitude of prosperity.  We will spend time evaluating your current financial situation and helping you to make some changes to create more money to spend and save.   This is a classroom situation with lots of one on one time.

In this course you will...
 - Establish where you are today financially
 - Create a financial vision
 - Establish your own money distribution system
 - Create you own spending plan
 - Clearly understand where you money goes
 - Establish a plan to eliminate consumer debt

The cost of the course is $295 per couple/$195 for singles.  Participants will need to have attended the Wealth Workshop in advance.  Space is limited and participation is by application only.

Class Dates
February 4^th through March 10^th, every Monday.

The Other Important Talk

Most of us never got the money talk from our parents.  In our consumer driven society, our kids need to know about money.  If you are in doubt about what you should tell your kids about money, bring them.  Ideal age is from 15-25.

This is a special class that is only open to Old West Mortgage clients and their friends and family members.  There is no charge for this class.

In 60 minutes your kids will learn…
 - The value of everyday things
 - The balancing act of the family budget
 - How credit card works and why they are dangerous
 - The power of compounding money
 - You can't have everything you want

 

Class Dates
March 20th	July 10th

Creating Your Five Year Vision

If you want a different or better life, you have to dream it first.  We do this in our classroom but with a wine and cheese buffet.  It is really fun.  Here is your chance to Dream Big with a little guidance!  Everyone who has taken this class has really enjoyed it and many come back again and again.

In 90 minutes you will...
 - Refocus on what you want
 - Realize some of the things you can have or achieve
 - Enjoy yourself

 

Class Dates
January 17th	July 7th

Old West Mortgage
1421 Broadway
Everett, WA 98201

(425) 252-1121
loans@oldwestmtg.com