Unlock Your Financial Potential and Create the Future You've Always Wanted.

 

The DIY Financial Plan: Easy-to-understand, powerful financial education for women. Build your future in 12 weeks. Learn budgeting, investing & more. Enroll now!

The DIY Financial Plan Program
Join Now ------>
The DIY Financial Plan Program

Unlock Your Financial Potential and Create the Future You've Always Wanted.

The DIY Financial Plan: Easy-to-understand, powerful financial education for women. Build your future in 12 weeks. Learn budgeting, investing & more. Enroll now!

Join Now ------>

Master Your Finances in 12 Weeks - Live & Interactive:

  • Learn from industry experts:¬†Our live Zoom sessions combine interactive coaching with hands-on guidance from Certified Financial Planner‚ĄĘ professionals.
  • Actionable tools for success:¬†We equip you with everything you need to achieve your financial goals.
  • Feel empowered, not overwhelmed:¬†Gain control over your finances and build a secure future.
Book a Free Call with One of Our Coaches

 

Join us and transform your financial future!

 

Our mission is to equip individuals with the skills for lifelong financial success. We are passionate about helping our clients achieve their goals and overcome money-related stress and anxiety. With our team of CERTIFIED FINANCIAL PLANNER‚ĄĘ Professionals, you‚Äôll receive expert education and coaching to make informed, confident, and strategic financial decisions. Let us guide you towards your long-term objectives and a brighter financial future.

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GRAB IT NOW FOR ONLY $37!

Do you want to

Fast-Track Your Financial Success?

Unlock what it means to have true financial peace of mind and confidence as you join this dynamic community of other ladies who understand exactly where you are at right now but have had incredible transformations since joining us on this journey!

Get a Sneak Peek

Want a preview of the type of content we'll be covering during the sessions? Check out our "Basics of Investing" webinar to jump start.

 

Let's Learn!

Master Your Finances in 12 Weeks - Live & Interactive:

  • Learn from industry experts:¬†Our live Zoom sessions combine interactive coaching with hands-on guidance from Certified Financial Planner‚ĄĘ professionals.
  • Actionable tools for success:¬†We equip you with everything you need to achieve your financial goals.
  • Feel empowered, not overwhelmed:¬†Gain control over your finances and build a secure future.
Let's get to work!
 

This program isn't for everyone. Here's why:

  • Chasing "Get Rich Quick" Schemes:¬†Our focus is building a secure financial future,¬†not risky bets.¬†We believe in the power of a strong foundation.
  • Needing Constant Hand-Holding:¬†While we offer guidance,¬†the DIY Financial Plan empowers you to take control.¬†Consider our personalized coaching options if you need ongoing support.
  • Looking for a Magic Fix:¬†Long-term success requires commitment.¬†Our program equips you with the tools and knowledge for lasting change,¬†but it's your journey to make.

But if you're ready to take charge, this is for YOU!

  • Feeling Lost and Overwhelmed?¬†We'll break down financial planning step-by-step,¬†empowering you with confidence and control.
  • Have a Good Base, But Want More?¬†We'll identify gaps in your knowledge and equip you with the tools to fill them,¬†taking your financial foundation to the next level.
  • Ready to Break the Procrastination Cycle?¬†This program is your chance to finally tackle your finances head-on and build a secure future.
  • Craving an Engaging Learning Experience?¬†Our expert instructors understand your challenges and make learning fun and interactive.¬†You'll learn alongside other women in a supportive environment.

Modern Money Education's DIY Financial Plan is your roadmap to financial security. Are you ready to take the first step?

I'm ready to kickstart my financial future!

This program isn't for everyone. Here's why:

  • Chasing "Get Rich Quick" Schemes:¬†Our focus is building a secure financial future,¬†not risky bets.¬†We believe in the power of a strong foundation.
  • Needing Constant Hand-Holding:¬†While we offer guidance,¬†the DIY Financial Plan empowers you to take control.¬†Consider our personalized coaching options if you need ongoing support.
  • Looking for a Magic Fix:¬†Long-term success requires commitment.¬†Our program equips you with the tools and knowledge for lasting change,¬†but it's your journey to make.

But if you're ready to take charge, this is for YOU!

  • Feeling Lost and Overwhelmed?¬†We'll break down financial planning step-by-step,¬†empowering you with confidence and control.
  • Have a Good Base, But Want More?¬†We'll identify gaps in your knowledge and equip you with the tools to fill them,¬†taking your financial foundation to the next level.
  • Ready to Break the Procrastination Cycle?¬†This program is your chance to finally tackle your finances head-on and build a secure future.
  • Craving an Engaging Learning Experience?¬†Our expert instructors understand your challenges and make learning fun and interactive.¬†You'll learn alongside other women in a supportive environment.

Modern Money Education's DIY Financial Plan is your roadmap to financial security. Are you ready to take the first step?

I'm ready to kickstart my financial future!

What's Covered

1. Goal Setting

Explore the significance of planning, setting life aspirations, and creating SMART goals to drive personal growth and success.

 

2. Budget & Spending

Master budgeting with ease: discover efficient budget creation, access our reliable template, brainstorm and track expenses, reduce costs, and plan future spending.

3. Mapping & Mindset

Unveil the power of account mapping: understand spending accounts and sinking funds, learn savings ratios, create your account map, and automate your finances for ease.

4. Credit & Debt Elimination

Empower yourself with credit and debt elimination: gather statements, review credit reports, dispute inaccuracies, and utilize effective tools like the Debt Snowball method.

5. Investing

Unlock the world of investments: align with goals, assess risk tolerance, create an investment policy statement, explore asset allocation models, and gain general investing knowledge.

6. Retirement

Secure your future with retirement planning: understand its importance, assess readiness with calculators, explore strategies, and grasp the essentials of 401(k), IRA, and more.

7. Employer Benefits

Maximize your employer benefits: learn to evaluate plans, leverage matches and free services, navigate HSA vs. FSA, understand life and disability insurance, and interpret pension and social security projections.

8. Insurance

Learn about homeowners, renters, car, umbrella, critical illness, life insurance and long-term care insurance. Discover how to choose an agent and ask essential questions.

9. Income Tax

Master tax planning basics: explore credits, deductions, W-4 filing, self-employment considerations, tracking expenses, and saving for taxes throughout the year. Access free state-specific small business resources.

10. Estate Planning

Secure your legacy with estate planning: understand its importance, use a questionnaire to guide decisions, explore costs and resources, and identify essential documents.

11. Implement

Move forward confidently: review progress regularly, implement the planning process effectively, determine when to seek a planner and what qualities to seek.

And more...

- Benefit from 3 personalized financial coaching sessions for tailored guidance

- Connect and socialize with like-minded, successful women

- Comprehensive tools, empowering your financial plan for lifelong success.

VIP BONUSES

Upgrade to VIP and get a one-on-one bonus session: Normally $450

Get access to our Top 10 Money Essentials Course while you wait:  $147

 

(BONUSES VALUED AT $997 Discounted to $100)

Dive Deeper & Build Your Financial Future: What's Included?

Modern Money Education's DIY Financial Plan isn't just about information overload. We empower you with actionable steps to achieve your goals. Here's what you get:

Financial Clarity:

  • Financial Snapshot:¬†Gain a clear picture of your current financial situation.
  • Goal Setting:¬†Define your financial priorities and create a roadmap for success.

Actionable Plan:

  • Personalized Strategy:¬†Develop a customized plan aligned with your goals.
  • Weekly Live Sessions:¬†Learn from experienced financial instructors in real-time.
  • Interactive Community:¬†Gain support and ask questions in a supportive environment.

Mastering Your Money:

  • Understanding Your "Why":¬†Explore the deeper motivations behind your financial decisions.
  • Credit Report Demystified:¬†Learn to decipher your credit report and improve your score.
  • Investing 101:¬†Unlock the basics of investing and build a strategy for the future.

Planning for Life's Milestones:

  • Retirement Roadmap:¬†Chart your course towards a secure and comfortable retirement.
  • Maximizing Benefits:¬†Uncover and capitalize on your full employer benefit package.
  • Tax-Savvy Strategies:¬†Discover frequently missed deductions and optimize your tax return.

Financial Security:

  • Insurance Essentials:¬†Understand the different types of insurance and protect what matters most.
  • Estate Planning Basics:¬†Ensure your loved ones are taken care of after you're gone.

Professional Guidance:

  • Know When to Level Up:¬†Learn when a financial planner can further support your journey.

This revised version offers several improvements:

  • Clearer Value Proposition:¬†Focuses on actionable steps and participant benefits.
  • Concise Language:¬†Eliminates unnecessary phrases and keeps it clear.
  • Organized Structure:¬†Groups topics logically for better flow.
  • Benefit-Oriented:¬†Highlights what skills participants will learn and the impact they can have.
  • Engaging Tone:¬†Uses active voice and avoids technical jargon.
Sign Me Up!

Hello There

Take Control of Your Financial Future with Modern Money Education

Meet Angela and Arielle, your financial powerhouses!

These aren't your average financial advisors. Angela and Arielle are CERTIFIED FINANCIAL PLANNER‚ĄĘ professionals, successful business owners, and passionate coaches dedicated to empowering women.

Their mission? To equip YOU with the knowledge and tools to make smart financial decisions, today and for years to come.

Angela and Arielle are driven by a genuine desire to help others. Their expertise shines through in everything they do, and they thrive on the opportunity to see women achieve financial independence and security.

Learn More About Us

Testimonials

From other programs we've done.

Maritza Rodriguez

"I really loved the program. meeting other attorneys like myself was great. The program provided a safe space for like minded women and I learned so much from them as I did from Arielle and Angela. Arielle and Angela did such a great job moderating and really went above and beyond to answer questions and give so much guidance. My only regret is that I didn't discover this program much sooner in my professional career. I will certainly recommend it to other female colleagues."

Shelah Marie

"The first step in changing your relationship with finances is your mindset. What I liked most about the Modern Money Mastermind workshop was the group aspect. We were able to learn from Angela & Arielle, and also from the other ladies in the group. Angela is extremely knowledgeable, she's personable, she's funny and she makes learning about finances accessible. I would highly recommend working with Angela and I promise you it won't be half as scary as you think!"

All the bells & whistles

  • Understand your financial situation and get clear on what you need to do
  • Create a solid plan that’s easy to follow
  • Meet with your financial instructors for two days of live training
  • Optional one-on-one session to answer any questions you have about your specific situation
  • Get clear on the WHY behind your finances
  • Learn how to read your credit report once and for all
  • Understand investment principles and how to get started
  • Plan for retirement. Future you will thank you
  • Make sure you’re not leaving any employer benefits on the table. Free money!
  • Double check your tax return for the most commonly-missed deductions and credits
  • Ensure you’ve protected your family and your assets with adequate insurance and estate planning
  • Learn when you need a financial planner and what the heck a financial planner does 
Sign Up Now

All The Tools You Need To Build A Successful Financial Life

Join our program by clicking below to submit your application. We prioritize curating a supportive community of like-minded women in our cohorts.

Get Started

What's Covered

1. Goal Setting

Explore the significance of planning, setting life aspirations, and creating SMART goals to drive personal growth and success.

2. Budget & Spending

Master budgeting with ease: discover efficient budget creation, access our reliable template, brainstorm and track expenses, reduce costs, and plan future spending.

3. Mapping & Mindset

Unveil the power of account mapping: understand spending accounts and sinking funds, learn savings ratios, create your account map, and automate your finances for ease.

4. Credit & Debt Elimination

Empower yourself with credit and debt elimination: gather statements, review credit reports, dispute inaccuracies, and utilize effective tools like the Debt Snowball method.

5. Investing

Unlock the world of investments: align with goals, assess risk tolerance, create an investment policy statement, explore asset allocation models, and gain general investing knowledge.

6. Retirement

Secure your future with retirement planning: understand its importance, assess readiness with calculators, explore strategies, and grasp the essentials of 401(k), IRA, and more.

7. Employer Benefits

Maximize your employer benefits: learn to evaluate plans, leverage matches and free services, navigate HSA vs. FSA, understand life and disability insurance, and interpret pension and social security projections.

8. Insurance

Navigate insurance options: explore homeowners, renters, car, umbrella, critical illness, and long-term care insurance. Discover how to choose an agent and ask essential questions.

9. Income Tax

Master tax planning basics: explore credits, deductions, W-4 filing, self-employment considerations, tracking expenses, and saving for taxes throughout the year. Access free state-specific small business resources.

10. Estate Planning

Secure your legacy with estate planning: understand its importance, use a questionnaire to guide decisions, explore costs and resources, and identify essential documents.

11. Implement

Move forward confidently: review progress regularly, implement the planning process effectively, determine when to seek a planner and what qualities to seek.

And more...

- Benefit from 3 personalized financial coaching sessions for tailored guidance

- Connect and socialize with like-minded, successful women

- Comprehensive tools, empowering your financial plan for lifelong success.

Modern Money Education:

The DIY Financial Plan - Invest in Your Future!

Limited Time Launch Offer!

Empower yourself with the knowledge and skills to build a secure financial future. Our DIY Financial Plan equips you with everything you need to take control of your finances.

Option 1: DIY Financial Course (Course Only)

$1,500

(This is a limited-time offer!)

(Discounted Launch Price):

  • Original Price: $2,600¬†

  • Launch Discount:¬†Save $1,100!

  • Your Investment Today: $1,500

(This is a limited-time offer!)

Benefits:

  • Access to all 12 weeks of live, interactive training sessions with our expert financial instructors.

  • Downloadable resources and tools to support your financial journey.

  • Supportive online community to connect with like-minded women.

  • Focus on mastering financial concepts independently.

Enroll Now

Option 2: Financial Fast Track (Course + Coaching)

$2,600

(This is a limited-time offer!)

(Discounted Launch Price):

  • Original Price: $3,995¬†

  • Launch Discount:¬†Save $1,395!

  • Your Investment Today: $2,600

(This is a limited-time offer!)

Benefits:

  • Everything included in the Course Only option.

  • 3 Personalized Coaching Sessions: Receive individualized guidance and support from our financial instructors.

  • Fast-track your progress: Work through your specific financial situation with expert coaching.

 

Enroll Now

What's Included in Both Options:

  • 12 Weeks of Live Training:¬†Learn from experienced financial instructors in real-time.
  • Personalized Action Plan:¬†Develop a customized roadmap based on your financial goals.
  • Comprehensive Resources:¬†Get access to ebooks, worksheets, and other helpful tools.
  • Supportive Community:¬†Connect with other women on their financial journeys.

Don't wait to take control of your financial future! Choose the option that aligns with your needs and enroll today.

 

Spreading out the cost can make financial goals more achievable! Contact us to discuss alternative payment plans that fit your budget.

Intrigued, but curious for more?

Let's chat! Our free consultation can answer your questions and show you how Modern Money Education can help.

Book an Intro Call

Or send us an email here:

 

Disclaimer:

Modern Money Education is a financial literacy platform dedicated to empowering individuals through education and coaching. We believe in providing comprehensive and up-to-date information to equip you with the knowledge and tools to navigate your finances.

What this course does:

  • Provides in-depth financial education to help you understand key concepts and strategies.
  • Offers personalized coaching sessions to guide you in applying these concepts to your unique financial situation.
  • Empowers you to make informed financial decisions based on your specific goals.

What this course does not do:

  • Offer personalized financial planning services:¬†Financial planning involves creating customized investment and wealth management strategies based on your individual risk tolerance,¬†goals,¬†and circumstances.
  • Provide investment advice:¬†We cannot recommend specific investment products or make investment decisions on your behalf.

We are committed to supporting your financial education journey and helping you gain the confidence to manage your money effectively.