Are You Ready To Finally Get On The Right Path To Financial Freedom?

Nikki Dunn, CFP®

About Nikki

Nikki is a CERTIFIED FINANCIAL PLANNER® Professional and active stock market investor. Over the past 10 years, she’s helped thousands of busy professionals learn how to build wealth and create financial freedom.

She is the founder of She Talks Finance, a women-led finance community. Nikki created the Wealth Master Plan Mentoring Program to empower people to take control of their own financial future. 


Do you want to CRUSH your financial goals like…
Maximizing your income and know exactly what to do with your monthly cash flow?
Eliminating all your high-interest debt that’s keeping you enslaved to creditors?
Optimizing your investments so you can build REAL wealth?
Protect your family from life’s biggest risks?
And have a crystal-clear strategy for ALL aspects of your financial life?

Are you ready to finally get on the right path to financial freedom?

No matter where you are starting from TODAY…

As a CERTIFIED FINANCIAL PLANNER® Professional, I want to help you take control of your financial future and get absolutely clear on WHERE you want to go and HOW you plan on getting there!

The difference between taking action now and procrastinating could literally be the difference between being able to live free of financial worries…

Or constantly struggling and stressing out about money for the rest of your life!

The sad truth is that the majority of people aren’t financially independent by retirement age, and most people aren’t able to live a worry-free life in their prime young years…

But I want to help you join the minority of people that are on the right track to achieving their financial goals.

The reason most people don’t take action is because they either:

Don’t have the knowledge or…
They can’t afford to pay a Financial Planner to create a custom Wealth Master Plan for them.

On average, it costs anywhere between $2,000 to $10,000 to get a customized financial plan made for you.

This is why most people have felt shut out from being able to build wealth and get valuable information…

And that’s exactly why I created my Wealth Master Plan Mentoring Program!

I want to give you the tools and knowledge so you can take control of your financial future, save a TON of money, and create a Wealth Master Plan that fits your own unique goals without having to shell out thousands of dollars.

I created this training program based on what I wish I had when I first started building wealth.

It would have saved me a ton of time and money, and kept me from making some VERY expensive mistakes.

This program is all about me giving you the knowledge and strategies to build a Wealth Master Plan for yourself.

You’re going to feel like a financial wiz when you’re done, and have clarity on the steps you need to take to achieve financial freedom.

So, let’s take a look into what you’re getting with the Wealth Master Plan Mentoring Program…

This training program is broken into 7 bite-sized training modules with short video lessons to help explain, in detail, how to build a crystal-clear plan of action for each of the different puzzle pieces that make up your Wealth Master Plan.

Whats Inside The Wealth Master Plan Mentoring Program

Module 1 – Laying The Foundation

In the first module, we dive into the foundation of your strategy, and I help you get set up for success from the start.

This is all about figuring out where you are today, where you want to be in the future, and connecting the dots so you can see a clear path for how to get there.

I’m going to show you how to calculate and track your net worth, you’ll learn all the important financial ratios that can get you on track while budgeting, determine your risk tolerance, and get clear on how to start moving towards your goals.

Module 2 – Cash Flow Maximization

Module 2 is where the rubber really hits the road because this is all about Maximizing and managing your cash flow!

You’re going to learn ways to increase cash flow that you may never have thought of…

And you’ll also get a front-row look at the most common mistakes people make with their cash flow and how to avoid them.

Learning proper cash flow allocation alone could save you thousands of dollars a year!

Module 3 – Insurance Protection

This module is all about protecting yourself and your loved ones.
You’ll learn the TRUTH about insurance, not from someone trying to sell you insurance, but from ME, someone who wants to give you the information straight.

I’m going to simplify these very complex products and give you the knowledge so that you don’t buy insurance that can’t serve your personal financial goals.

We also talk about some strategies used by the ultra-wealthy, and how you’ll want to protect your money once it starts growing into a large nest egg.

If you’re a business owner or freelancer, we’ll talk about how to protect against risk associated with your line of work.

Module 4 – Retirement Planning

Get ready to remove the guessing out of “retirement”!

A successful retirement looks different for everybody… And the biggest problem is most people don’t have a roadmap for making sure that they will arrive at retirement with a secure nest egg.

I’m gonna demystify all the different types of retirement accounts, and take the confusion out of how to grow your retirement accounts in the best way possible.

There are so many strategies even most CPAs aren’t aware of that can make a massive impact on your long-term goals.

Module 5 – Investing Optimization

Investing has been my expertise for the last 10 years, and my passion is helping people actually understand how to optimize their investments!

I want to pull the curtain back and remove the mystery behind Wall Street.

After going through this module, you’re going to have the wisdom you need to start making moves for yourself!

Honestly, investing is so intimidating for a lot of people, so I break it down in a way that’s easy to understand and implement into your Wealth Master Plan.

Module 6 – Tax Minimization

This is where we cut one of your biggest expenses – TAXES!
If you’re like me, the thought of taxes makes you want to grab a bottle of wine or hit a yoga class.

But thankfully these lessons are going to help you actually UNDERSTAND how your taxes are calculated so that you can start strategizing.

I’m going to show you some really amazing ways that you can find unexpected savings that add up to massive wealth over time.

Module 7 – Legacy Planning

And the final module is going to help you put a beautiful bow around your Wealth Master Plan by helping you protect your legacy.

Let’s get you crystal clear on things like – making sure your assets pass as you wish, and setting up your loved ones for future financial success even after you’re gone.

I think you’ll find that once you start conquering each puzzle piece of your plan, you’ll start thinking about how your wealth can improve the lives of others as well!

Now in addition to the training modules, I have a few bonuses for you…

Bonus #1 –  Wealth Master Plan Action Guide

The first bonus is my “Wealth Master Plan Action Guide” that gives you clear instructions for exactly WHAT you need to focus on.

There’s no guessing if you’re doing it right because this breaks down the entire strategy into easy-to-implement tasks that will give you the confidence you’re on the right track.

You’re going to use the wealth master plan action guide side-by-side with your newfound knowledge as you discover things you need to be doing.

Learning is important, but in the end, it’s all about taking action and that’s what this action guide is going to do for you.

Bonus #2 – Live Mentoring Classes

Also, as you go through this process I’m SURE you’re going to have questions.

This is a lot of information to digest and I want you to get answers to your most pressing questions.
So, you’re getting the opportunity to get your questions answered directly on my bi-weekly live group mentoring classes.

Every other week I host a live class where we start by answering your questions, and I’ll even cover market news that may be relevant to your master plan.

And don’t worry if you can’t make it, just email me your question and I’ll address it. The class will be recorded for you to watch later!

Bonus #3 – Expert Interview Series

For the 3rd bonus, since there are several different puzzle pieces to your Wealth Master Plan, I’m bringing in the best experts I can find to drill down on specific tips and techniques.

You’re going to hear from interviews with experts around investing, home ownership, insurance, entrepreneurship, and many more topics.

For example, I’m bringing in one of the top-performing hedge fund investors to show you the secrets that Wall Street pros use to build wealth in the stock market.

You’re also going to hear from several self-made millionaire entrepreneurs who have built amazing businesses.

I’m confident the Wealth Master Plan Mentoring Program will give you the knowledge, tools, and confidence to create financial freedom and a life you deserve.

So, you’re probably wondering – “What’s the investment for this program?”

My goal in creating this over the past few years has been to make high-level financial planning available for EVERYONE, not just the super wealthy.

Even though financial plans can cost upwards of $10k, I wanted to help you create a Wealth Master Plan for a FRACTION of that cost.

So all together, here’s a recap of what you get with the Wealth Master Plan Mentoring program:

7 module on-demand training program = $1,997 Value
Wealth Master Plan Action Guide = $597 Value
Two LIVE online mentoring classes = $500 Value
Expert Interview Series = $997 Value
Total Value = $4,091
I wanted to make this affordable for anyone who’s serious about taking control of their financial future, so I want to create an offer that’s too good to pass up.

We are planning on launching this to the public for $997, which I think is a CRAZY good deal, but since you’ve taken the time to read this letter, I want to give you an even better deal…

And I know there are some people that would really appreciate a lower entry point so they can get started right away.

So, I’m gonna cut the retail cost in half, giving you a 50% discount, so you can get started for only $497.

And that gets you lifetime access to the 7 module training program, the Wealth Master Plan Action sheet, 2 LIVE group mentoring classes with me, and expert interview series from top-performers that I have vetted and trust.

I think that’s just a slam-dunk decision if you’re ready to get moving closer to financial freedom.

So, go ahead and click the button below and you’ll get immediate access to everything…

Join The Wealth Master Plan Mentoring Program Today!


Join Today For Only $497

30 Day Money Back Guarantee

Also, you’ll be happy to hear that if you get into the program and decide it’s not a fit for you, I honor a 30 day money-back guarantee.

All I ask is that you make a real effort to go through the program and put the action guide to work for you.

You know, I’ve put my ALL into this program…

And I really only want to work with action takers, because those are the people I see succeed.

So, the signup process is fast, and you’ll get an email with your login information so you can jump right into the training!


“Hi Nikki. I just wanted to say that as a single mom I feel especially thankful and grateful for the life-transforming learning experience I am getting from your course. Many thanks.”

– Yoni 

“I recently purchased your course and I loved it! It was so easy to understand and listening to a woman is far less intimidating.”

– Shannon

“After taking Nikki’s course I had the confidence to begin building wealth for myself. I have always wanted to start but felt overwhelmed about where to start. Maximize Your Money gave me exactly what I needed! I have already paid off 6k in debt and saved 2k toward my emergency fund since taking the course.”

– Mel 

“I have been plodding through your courses and I must say I am both surprised and grateful at how informative they are.”

– Timothy 

Also, I wanted to take a minute to answer some of the most common questions I get about this program…


Is this program right for me if I have debt?

Absolutely. A lot of people are actually approaching debt the wrong way. It’s all about properly allocating your funds to the right “money buckets” that will get your debts paid down quicker. Not to mention, everything that you will learn will be useful throughout your entire financial life. 

It’s really necessary to get a strong foundation NOW so that you know where you’re heading in the future. I’ve found that those who have a roadmap, or a plan, tend to work harder to get debts paid down so that they can move to the next step.


I really want to invest but I’m lost on where to start, will this help me?

It sure will! I have been an investor and have been teaching it for a long time. I break it down the investing concepts step by step. I was once a new investor too, and I know how confusing this stuff can be. So, I try to give it to you in bite-sized pieces. 

Then, I will show you the actual HOW-TO of researching and buying stocks in a brokerage account.  

Don’t want to do it yourself? I show you all of your options to start getting invested and where to go to get help!


How much money do I need to start with if I am investing?

Most brokerages have nixed minimums to open an account. This means that for the majority of accounts you can start with as little as you’d like. Just know that even if you don’t have a lot to invest, the sooner you begin the better, and you can always build up your contributions to your investment account over time.

The big thing that we will cover in this program is making sure you’ve covered every other part of your wealth masterplan and if it’s time to start investing or not. Either way, you’ll get the knowledge that you need!  


Finance is a foreign language to me. Will I even be able to understand what you teach?

Yes! My specialty is helping people understand finance without all of the fancy jargon. If I use fancy jargon, I tell you what it means! Then, you can go impress your friends with words like yield, dividend and compounding! You’re going to feel super empowered!

I hope that you see the value in creating a complete Wealth Master Plan for you and your loved ones…

And if you’re ready to get on track today, I encourage you to go ahead and click the button to get started. 

You know, some people struggle with the FEAR of getting started, but I can say the biggest way to conquer fear is through taking ACTION. 

Any step you take in the right direction today can pay HUGE dividends (literally) over time. 

So, I encourage you to jump on board today

You’ll have a full 30 days to go through the program, and if it’s not a fit for you, no sweat… 

I’ll honor the money-back guarantee

But if you’re like the other people in the program, I think you’ll see TREMENDOUS value from day one and want to share this with all your friends!

So, I look forward to seeing you in the live mentoring classes!