START HERE: Orientation & Setup

START HERE! Explore the Clear Path To Cash Membership Experience.

✅ Program Summary: Clear Path To Cash – Inside the Membership Experience Overview: This free, 6-video course is designed to do double duty: it serves as a smooth onboarding experience for new members and a powerful preview for anyone considering joining the Clear Path To Cash system. In just a short time, it shows how the membership works—and how to get real results using it. ???? Purpose: To give current and prospective members a full understanding of: What’s included in a Clear Path To Cash membership How to access and use each tool effectively How to build an advisory rhythm using the Power of One: One lesson. One meeting. One calculation per week. ???? Format: 6 short, high-impact video lessons Hosted by Cash Flow Mike Covers everything from account setup to tool usage and community engagement Accessible to both members and non-members as a free public course ???? Lesson Breakdown: Start Here: What’s Included in Your Membership A complete overview of the program’s three pillars—video courses, live coaching, and the Clear Path To Cash app—and how they work together to build advisory services that scale. Navigating Your Membership Tools & Courses Walkthrough of the account portal, the student dashboard, and how to access training content. Helps users overcome early login confusion and shows how to personalize their learning experience. Learn at Your Own Pace: Using the Video Courses Introduces the Clear Path To Cash course, encourages the weekly cadence of one lesson per week, and ties it to the advisory journey. Includes guidance on where to start and how the training builds momentum. Join the Conversation: Live Coaching Access Explains how to participate in weekly coaching sessions, what to expect, and how the calls create connection, clarity, and community. The Clear Path To Cash App: Your Cash Flow Power Tool Demonstrates how to explore the app with the Demo Company, introduces key features tied to the course, and reinforces the habit of using one calculation per week. Stay Connected: Clear Path Community + Next Steps Guides users to the free and paid Facebook groups, the Connect hub on the website, and shows how to use these spaces to grow, collaborate, and take action. ???? Guiding Philosophy: The Power of One One video. One coaching session. One app calculation per week. This weekly rhythm builds confidence, mastery, and long-term results—without overwhelm. ???? Ideal For: New members looking to get started with confidence Curious advisors or firm owners exploring the membership Financial professionals who want a scalable, systemized approach to delivering advisory services ???? Outcome: After completing this course, participants will: Know exactly how to access and use their membership Feel confident using the tools in a weekly rhythm Be connected to a broader community of professionals on the same path