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Cash Flow Wealth Strategy

The American CashFlow framework for building wealth around dependable income.

Catherine Brooks, CFPCatherine Brooks, CFPWealth Strategist, Brooks Family OfficeIntermediate 21 lessons 2h 35m 5.0 (1)
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Members-only course. This course is included with club membership.

About this course

The signature course of the club. Learn how to measure financial independence in cash flow terms, allocate capital across income-producing assets, manage taxes and liquidity, and reinvest systematically.

What you will learn

  • Define financial independence in cash flow terms
  • Allocate capital across income-producing assets
  • Plan liquidity reserves and reinvestment
  • Understand tax considerations at a high level

Curriculum

8 modules · 21 lessons · 2h 35m

  1. Module 1

    Introduction

    3 lessons

  2. Module 2

    Core Principles

    4 lessons
    • Wealth Measured in Cash FlowVideo · 9 min
    • The Four Levers: Income, Savings Rate, Return and TimeWritten lesson · 6 min
    • Liquidity, Risk and EffortVideo · 9 min
    • Knowledge CheckQuiz · 4 min

  3. Module 3

    Portfolio Structure

    3 lessons
    • Core and Satellite AllocationVideo · 9 min
    • Income Streams ComparedWritten lesson · 6 min
    • Sequencing Investments as Capital GrowsVideo · 9 min

  4. Module 4

    Financial Analysis

    3 lessons
    • Building a Personal Balance SheetVideo · 9 min
    • Measuring Passive Income CoverageWritten lesson · 6 min
    • Evaluating Fees and Net ReturnsVideo · 9 min

  5. Module 5

    Risk Management

    2 lessons
    • Concentration RiskVideo · 9 min
    • Illiquidity and Lock-UpsWritten lesson · 6 min

  6. Module 6

    Real-World Examples

    2 lessons
    • Example: An Illustrative $100,000 Education PlanVideo · 9 min
    • Example: Rebalancing Toward Cash FlowWritten lesson · 6 min

  7. Module 7

    Case Study

    2 lessons
    • Case Study: A Ten-Year Cash Flow PlanCase study · 10 min
    • Debrief: Consistency Beats OptimizationWritten lesson · 6 min

  8. Module 8

    Final Assessment

    2 lessons
    • Final AssessmentQuiz · 4 min
    • Applied AssignmentAssignment · 8 min

Your instructor

Catherine Brooks, CFP

Catherine Brooks, CFP

Wealth Strategist, Brooks Family Office

Catherine advises families on multi-asset portfolios that balance income, growth and liquidity. She teaches the frameworks that connect individual investments into a plan.

Wealth BuildingPortfolio ManagementAlternative Investments
All courses by Catherine

Downloads included

  • Investment ChecklistPDF · included with the course

Member reviews

  • “Very well organized. The case study was the highlight.”

    NRNathan Rosenberg · Aug 4, 2026