Welcome to The Financial Edge Program
A Mentorship and Development Program
For Busy Professionals Who Desire A Proven-Path to Financial Freedom (Minus All the Obstacles).
Building an investment portfolio on a “less than ideal” financial foundation is a recipe for disaster — and simply an unnecessary mistake.
Learn a proven and powerful system to master:
- The necessary mindset and skills for creating a rock-solid financial foundation
- Fundamentals to keep more of what you earn than you ever thought possible
- A principle-based approach to real estate investing that will help you grow your wealth in any market cycle
- Systems to achieve your investing goals and pass your wealth on
Helping you create a wealth transformation for you and your family.
You know you could get to the next level of your financial journey if you could –
- Create a rock-solid foundation where you feel comfortable going into your first or next investment
- Keep more of what you make so you can scale your investments
- Craft a clear investment plan that would make enough money to make your J-O-B optional and build a legacy for your family
- Learn how to deal with hesitation and fears the market so you can invest with confidence
- Finally squash disorganization, procrastination, and shiny-object syndrome
Here’s the Reason Why Most Investors Fail at Building Long-Term Wealth
Many real estate investors excel at creating and even growing wealth but often waaayyy fall short when it comes to preserving and passing on that wealth (like my family).
If building wealth were a game, like Monopoly, you’d need to grasp the objective, understand the rules, and then master winning strategies.
That’s precisely what we teach in The Financial Edge Program — how to become an unstoppable investor who not only creates and grows wealth but also preserves and passes it on effectively.
In The Financial Edge Program
We teach you to…
- Master the necessary mindset and skills for creating a solid financial foundation
- Create a healthy relationship with money that makes you feel safe and secure
- Keep more of what you earn than you ever thought possible
- Have a tried-and-true, simple plan so you hit financial goals with ease
- Feel confident in your investing approach knowing you could grow your wealth in any market cycle
- Find a steady flow of investments that meet your criteria
- Set up systems to achieve your investing goals and manage your progress on autopilot
- Have a solid plan to protect and pass your wealth on
Apply for The Financial Edge Program Below to Get Started
What people are saying about
The Financial Edge Program
Here’s the Skinny On
The Investor Accelerator Mentorship Program
The Financial Edge Program is a 6-month transformative mentorship program with live coaching support, tailor-made for busy professionals like you, aiming to unlock your potential as an unstoppable investor.
Throughout the program, you’ll master four core phases essential for investor success:
- How to harness the experience of the top 1% wealthiest in the world, you’ll learn the necessary mindset and skills for creating a solid value-based financial foundation so you no longer have guilt or confusion on how to spend your money.
- How to master the 6 fundamentals to keeping more of what you earn than you ever thought possible — eliminating financial self-sabotage for good.
- How to implement a principle-based approach to passive investing — even in real estate — that will help you grow your wealth in any market cycle — whether it’s up, down, or sideways.
- How to scale a dream passive real estate investment without sacrificing all of your time. Learn to leverage technology, systems, and expert guidance to achieve your investment goals, manage your portfolio on autopilot, and pass your wealth on securely.
Within each phase, you’ll focus on three core principles: adopting the right mindset, mastering essential skills, and cultivating a network conducive to your success.
As you navigate The Financial Edge Program, you’ll not only acquire invaluable wisdom and tools for the duration of the program but also set the stage for a lifetime of financial success.
BASED ON YOUR TAILORED PROGRAM — YOU'LL GET INSTANT ACCESS TO…
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21+ On-demand modules covering Mindset, Finances, and Real Estate – filled with video lessons, exercises, and worksheets that guide you through the mindset and financial fundamentals for creating and keeping wealth, a principle-based approach to investing that will help you grow your wealth in any market cycle, and the exact skills and steps you need to launch your residential real estate investing business.
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2 Group coaching calls per month where you’ll have a safe place to unpack what’s coming up for you and get real-time coaching to keep you on target to reach your goals.
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1 private 1v1 Accelerator session to jumpstart your journey in the first 30 days.
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Unlimited Personalized Milestone Reviews to get my eyes on your work directly to ensure you have what you need to be successful.
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Breakthrough Bonuses like The Financial Edge Training Vault where you’ll find mini-trainings to help navigate the most common places people get tripped up and off track when life happens and special Expert Training to help you sharpen your financial and investing strategy.
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Access to The Financial Edge Implementation Toolkit including all my favorite professionals, tools, and more!
Apply for The Financial Edge Program Below to Get Started
I’m Whitney
and I’m so glad you’re here!
As a specialist in Passive Income, a seasoned Professional Real Estate Investor, a certified Executive Life Coach, and the brains behind The Financial Edge Program, I’m all about empowering individuals like you – busy professionals craving financial freedom… right now.
My journey began with the purchase of my first rental property in 2002, which turned into a slam dunk. But then came a deal that nearly wiped me out. That setback forced me to take control and master the art of smart investing. Armed with a background in scientific research and business operations, I replicated the personalized financial and wealth strategies of the wealthy 1%. That catapulted me toward financial independence for my family and myself, and today, I’m a partner in over $800 million of real estate assets.
But hey, it hasn’t all been smooth sailing – Seeing firsthand the financial hurdles my own family faced – whether from financial cluelessness, the allure of quick fixes, or self-sabotage – sparked a transformation within me. It lit a fire under me to turn my loss into a fierce mission.
Today, I’m committed to reversing this financial narrative. I’m determined to share my wisdom and expertise, assisting others in implementing sound financial strategies and investment principles today, thereby paving the way for passive income and lasting wealth for generations to come.
By blending the powers of financial empowerment and passive real estate investment, I guide busy professionals in building a rock-solid financial foundation, discovering ways to maximize their earnings, and cultivating multiple streams of passive income through real estate – paving the way to genuine long-term wealth.
Whitney is a real estate investor and personal finance trainer whose vision is to help thousands of families on their path towards financial independence. After purchasing her first rental in 2002, and hitting a home run, then nearly losing it all on her second deal, Whitney took control and figured out how to invest in real estate the right way. She realized that success must leave clues. So, she studied and using her skills in research, business operations and training, she replicated the very personal finance and wealth creation strategies the wealthy use to create financial freedom. Today, Whitney is a partner in $378M+ of real estate assets, including 3,000+ residential units (SFR, MF, MHP, and assisted living) and 1,430+ self-storage.
I have trained thousands to pursue financial freedom through The Financial Edge Program. Here is where I reveal the secrets of how I built my financial (even my real estate holdings) so you can scale in a simple repeatable way that does not require a ton of time and attention.
Why is this program different from other programs?
It really bothers me to see people spend so much time and money learning real estate tactics — like fix and flipping, BRRRR investing, raising capital, etc —, but only a small portion of those people actually achieve true financial freedom. You know why? Because they miss that building a portfolio of assets is just one piece of the wealth building puzzle.
So, they bounce course to course, coach to coach, webinar to webinar, hunting for that magic real estate bullet that promises easy money. But guess what? The real path to riches has been right under their noses all along.
Principle-based investing is the key—learning to make, keep, invest, and pass on wealth as the big shots do. Without understanding these four core fundamental principles, all the tactics and willpower in the world won’t get you far. If you’re stuck in a cycle of resetting every time the economy shifts, it’s a sign you’re missing the money mindset, skills, network, and a personalized principle-based investing strategy.
That’s where The Financial Edge Program comes in. I’ll show you how to build a rock-solid financial foundation, keep more of your earnings than you ever thought possible, and implement a principle-based approach to real estate investing that works in any market. Master the art of managing your wealth like a pro—and pass it on safely to future generations.
Apply for The Financial Edge Program Below to Get Started
Applying does not obligate you to purchase or guarantee you a spot in the next open enrollment period.
Frequently Asked Questions
Q: How much time should I plan to commit to my transformation?
A: Ideally you’ll complete one module a week or so. Each module contains exercises that typically take around 30 minutes to an hour or so to complete depending on how deep you choose to dive. More than just doing the exercises though, what you learn is designed to be integrated into your daily financial and investing plan, so you’ll be working on your plan right alongside the program. The more effort you choose to put in, the more you will get out of the program.
Q: Why is the program 6 months instead of 12 months?
A: Typically it takes 4-6 months to move through the process of creating lasting change. You are working to unravel a lifetime of financial conditioning. However, the modules are designed to be completed in 12 weeks. So, depending on how quickly you move, 6 months allows you to learn the process and then repeat it at least one more time all while having access to coaching support. You’ll be learning tools you can use for a lifetime.
Q: What should I have in place before applying?
A: This program is best for people who are ready to take control of their financial future. If you’ve attempted strategies and tactics that haven’t been as fruitful as you hoped or have collected a lot of courses, that’s ok. That’s why you’re here. We’ll get to the bottom of why you aren’t where you want to be in your financial/real estate journey, even though you know what you should be doing.
Q: Who should not apply?
A: This program isn’t for you if you:
- Have zero time to commit to learning and implementing
- Want someone to do the investing for you
- Aren’t open to being coached or new possibilities
- In serious credit card debt, bankruptcy, or default
- Want to learn how to flip real estate, raise capital, or syndicate deals
- Have zero interest in investing or controlling your investments
Q: How much individual support will I get?
A: Even though this is a group program, there are Milestone Reviews where you’ll submit your work to receive individual coaching and feedback via pre-recorded video. Depending on your tailored program, you’ll have1 (or more) group coaching cal(s)l where you can submit your questions for hot seating each month and 1 coworking session where you can ask any questions as you are working through any of the modules.
Plus, if you have questions between calls, you’ll have a private Voxer community. Basically, you’ll be getting the benefits of private and group coaching in one.
Q: When do the live coaching calls and coworking sessions take place?
A: Depending on your tailored program, the Live Mentoring Calls take place the 1st Wednesday of each month. These calls are recorded and placed in The Financial Edge Call Vault if you are unable to attend live. You can still submit questions even if you do not attend.
The coworking sessions take place on the 3rd Wednesday of each month. These sessions are generally not recorded and are meant to create space and accountability to do the work.
Q: I’ve done other financial and real estate work before, why is this different?
A: Other programs focus on tactics, In The Financial Edge, you are learning a principle-based approach/methodology to creating, keeping, growing, and passing your wealth on. You can use these principles to scale towards your wealth goals for the rest of your life…even pass this knowledge on your your kids and heirs and help end the cycle of financial illiteracy and incapability. Now that’s impact!
Q: What’s your refund policy and guarantee?
A: Once you purchase, you’ll be given access to original works of The Financial Edge and licensed methodologies to use for your personal use. As the coach, I can not control your availability, motivation, external forces, financial situation, or level of engagement in the program. As such, we are not able to offer a refund once you have purchased the program in order to protect the integrity of the information.
The content of the program is subjective in nature, although I personally and many of my clients have benefited greatly from implementing the work, I can not guarantee any specific results, including financial gain.
Please conduct any and all necessary research to determine if this program is right for you prior to purchasing. Once the purchase is made, you will not be eligible to receive a refund.
Apply for The Financial Edge Program Below to Get Started
Applying does not obligate you to purchase or guarantee you a spot in the next open enrollment period.
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