50 pre-screened tickers across 5 categories (Bedrock, Income Engine, Equity Income, Covered Call ETFs, Hedge/Defensive) plus brokerage platform comparison based on Fynanc PLEX implementation calls.
$50(flip#).(stream#) — Example: $5001.01 = Flip 1, Stream 1
| Flip # | Description | Status | Notes |
|---|---|---|---|
| Flip 1 | LOC Flip | ACTIVE | Tracked in LOC spreadsheet |
| Flip 2 | LOC Flip | ACTIVE | Tracked in LOC spreadsheet |
| Flip 3 | LOC Flip | ACTIVE | Tracked in LOC spreadsheet |
| Flip 4 | LOC Flip | ACTIVE | Tracked in LOC spreadsheet |
| Flip 5 | LOC Flip | ACTIVE | Tracked in LOC spreadsheet |
| Flip 6 | LOC Flip | ACTIVE | Tracked in LOC spreadsheet |
| Flip 7 | LOC Flip | ACTIVE | Tracked in LOC spreadsheet |
| Flip 8 | LOC Flip | ACTIVE | Tracked in LOC spreadsheet |
| Flip 9 | LOC Flip | ACTIVE | Tracked in LOC spreadsheet |
LOC Tracker Sheet: Google Sheets
| Metric | Value | Notes |
|---|---|---|
| Holdings | 19 | Diversified portfolio |
| Monitoring | ACTIVE | Scraped via Playwright automation |
| Data Source | Browser Automation | No API available — Playwright scraping |
PLEX Immersion ($5,997 invested) is not currently progressing. Needs activation and re-engagement with the program materials and community. Jean Hanham coaching calls continue monthly.
| Component | Status | Detail |
|---|---|---|
| PLEX Core Course | STALLED | Synthesized into NotebookLM-ready docs |
| Leverage Management | STALLED | Source docs compiled, awaiting action |
| Implementation Calls | ARCHIVED | Transcripts captured |
| Community Calls | ARCHIVED | Transcripts captured |
| Vegas Seminar | ARCHIVED | Notes and transcripts captured |
| Program | Investment | Status | Coach/Contact |
|---|---|---|---|
| Epic Wealth 1:1 Coaching | $19,997 | ACTIVE | Jean Hanham (monthly) |
| FLOW Training | Credit swap | COMPLETE | 6 tiers fully transcribed |
| PLEX Immersion | $5,997 | STALLED | Self-paced + community |
| Income Amplifier Blueprint | ~$3,000 | COMPLETE | Book + initial program (Jul 2024) |
Total Fynanc Investment: $28,991+
Key contacts: Cara (account rep), Jean Hanham (coach), Heather Warf, Greg Boots
Capital Amplifier System. All 6 tiers fully transcribed and synthesized. Studio suite: infographic, slides, mind map, podcast guide.
Complementary to FLOW. All 4 modules transcribed. Integrated into Fynanc knowledge base.
6 NotebookLM-ready docs: Core Course, Leverage Management, Implementation Calls, Community Calls, Vegas Seminar, Resources Index.
Advisory framework, IRIS system mechanics, Capital Amplifier methodology. 707 lines of synthesis.