Speaking Meet the Team Contact
Meet the Team Contact

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

The DIY Financial Plan is here to help! We are a group coaching program designed specifically for women who want easy to digest, yet advanced financial education and skills to build a strong financial foundation and future. Through our 12-week program, you will learn about behavioral finance, budgeting, money management strategies, understanding investment fundamentals and developing systems and strategies to create and stick to your own action plan so that you can confidently make smart financial decisions in the future.

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 is here to help! We are a group coaching program designed specifically for women who want to simple, yet advanced financial education and skills to build a strong financial foundation and future. Through our 12-week program, you will gain  knowledge of behavioral finance, budgeting, money management strategies, understanding stocks and investments, as well as developing systems and strategies to create and stick to your own action plan so that you can confidently make smart financial decisions in the future.

Join Now ------>

We meet LIVE in person through Zoom.

With our interactive sessions combined with hands-on financial and business coaching from professionals within the industry, we guarantee that you will have all of the tools you need at your fingertips to succeed on your journey towards perfecting your finances. Our goal is for each one of our participants to come out feeling more financially independent by having achieved a better handle on where they stand with their money and the tools and knowledge to achieve their financial goals – allowing them even greater control over their lives.

 Step by Step

We're taking you through each step of the financial planning process we've used with clients as CERTIFIED FINANCIAL PLANNER™ professionals in a fun and educational group format. You will go through each step of the 11 step process using our resources and tools, engaging live with other students and the CERTIFIED FINANCIAL PLANNER™ professional course instructors.

There is no other course out there like this. Again, this is not a recorded course, this is LIVE. 

We've made each session super easy to digest with fast and easy implementation strategies and tools.  Best of all, you will have fun and meet some great women!

 

Book a Free Call with One of Our Coaches

 

Join us today and embark on a transformative journey towards financial empowerment and a secure future.

 

Our mission is to empower women with the skills they need for life-long financial success. We are passionate about seeing each one of our clients reach their goals and find freedom from stress or anxiety caused by money issues in their lives. You can be confident knowing that our team of CERTIFIED FINANCIAL PLANNER™ Professionals are offering education and coaching on how to be more informed and confident, making smarter and less emotional decisions with your hard earned money that will take you closer toward achieving your long term objectives.

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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!

Ok, but what is it?

The Twelve Week Financial Plan is a condensed financial bootcamp that will whip your finances into shape. You've been putting up with that feeling that your financial situation could be better and putting off seeking assistance dealing with your financial situation. Now it's time to take action.

You'll get twelve live, instructor-led group sessions covering the most important financial topics every financial plan should include with none of the BS. You'll have the option for additional one-on-one support via monthly individual coaching sessions. Our goal is to help you get rid of that nagging feeling that you’re overlooking something important in your financial review and give you a "financial sanity check."

Let's get to work!
 

The DIY Financial Plan is not for you if...

  • You are solely focused on finding the next big investment opportunity. Our program prioritizes building a strong financial foundation rather than chasing speculative investments.
  • You are in need of ongoing one-on-one financial advice. We have alternative options available to cater to those specific requirements.
  • You are seeking an overnight solution. While our program is designed to provide efficient results, long-term success requires consistent implementation and maintenance of your personalized plan.

 

But it is a perfect solution if...

  • You feel overwhelmed by your current financial situation and don't know where to begin. Our program will guide you step-by-step, helping you regain control and confidence.
  • You have a decent grasp of your finances, but there's a lingering feeling that you're missing something important. We address key areas and provide the knowledge and tools to fill those gaps.
  • Procrastination has hindered your progress in addressing your financial situation, but now you are determined to tackle it head-on and resolve it once and for all.
  • You desire to learn about personal finance in an engaging, interactive environment. Our program features two experienced financial instructors who understand your unique circumstances and make learning enjoyable.

 

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)

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 twelve weeks of live training
  • One-on-one coaching sessions to address 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. Your 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 Me Up!

Hello There

Angela and Arielle are CERTIFIED FINANCIAL PLANNER™ Professionals, successful business owners of multiple businesses and coaches whose passion is to empower women. Angela and Arielle equip women with the necessary tools to make sound financial decisions that will serve them throughout life. An unwavering dedication to helping others has been integral to their journey as successful business owners and they embrace every opportunity to put their expertise to use.

Learn More About Us

Testimonials

From other programs we've done.

Maritza Rodriguez

"I really loved the mastermind 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.

Have Questions?

Does this sound amazing to you but you have questions? We encourage you to schedule a call with us using the link provided below. We look forward to speaking with you.

Book an Intro Call

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