In my role as a financial consultant, I’ve had the opportunity to work with many entrepreneurs who are smart, driven, and determined to make their dreams come true. It’s inspiring to watch them finding solutions to difficult problems, and it’s always gratifying to help them when I can.
For some time now, I’ve been pondering the idea of launching an online course or workshop. I knew this could be an ideal inroad for taking my business from one-to-one to one-to-many. But something always held me back. I struggled to develop the kind of workshop I wanted to offer. I kept getting stuck on the idea of centering the content on “how to do finance,” which made sense because of my professional background, but felt like it was missing something. On its own, this wasn’t a theme that appealed to me.
I had an epiphany this past summer when I attended a leadership retreat that featured the Why Institute. We were guided to identify our “why” – essentially, each person’s purpose and passion in life, that thing that you are compulsive about doing. This core motivation isn’t just a fleeting state of mind – it is at the heart of who and what you are.
The Why Institute states its premise as follows: “When you know your personal operating system (your why and how and what), there are no limits to what you can achieve.” Gary Sanchez, otherwise known as “Dr. Why,” uses a simple tool to define a person’s why, how, and what. This was one of the first times I have clearly recognized a connection between a person’s why and what they do, and how they do it. This got my wheels turning.
February Release
The nuggets of wisdom I gleaned from the retreat became the final inspiration I needed to launch an online course. I am now a Why Institute professional certified to teach the Why methodology. I’ve combined leadership training with financial management to create a workshop designed to empower entrepreneurs as they drill down to find their “whys” in the context of harnessing financial wisdom and taking action to make their dreams come true.
I help entrepreneurs clean up their books. I teach them how to improve their overall financial picture and, in the process, they learn how to sharpen their financial management skills. Now this expertise will be applied to a course that shows business owners how to connect with their why and core values while pursuing their long-term financial goals.
Dynamic Content
Coincidentally, around the time I attended the retreat, a friend introduced me to someone who helps people and companies build courses from their expertise. This professional helped me to develop the course outline and a multifaceted curriculum that takes participants through the following steps:
1) Discover the person’s why/how/what using Gary’s model.
2) Identify the person’s core values.
3) Talk about their business and their long-term financial goals.
4) Explore how today’s financial management habits will support their long-term financial goals.
This approach ultimately connects their “why” and core values with effective financial management — including budgeting, investing, risk management. These aren’t just skills. They are tools that turn dreams into achievable goals.
On the horizon, I have more plans to share what I’ve learned when it comes to helping businesses reach and maintain financial stability. But for now, I’m excited to meet my first crop of students who attend my online course. I hope to introduce them to a similarly powerful experience like the epiphany I had.
Stay Tuned — Online Course Coming Soon
igure out how to discover your “why” while securing your financial future.
This course will cover how to:
· Determine your “why.”
· Learn how your “why” guides your business decisions.
· Evaluate if your business activities are aligned with your vision.
· Recognize how to make financial decisions that meet these goals.
