Financial Courses 

12 week live

DIY FINANCIAL PLAN COURSE & COACHING PROGRAM

DIY Financial Plan - Our signature course to combine education with powerful group coaching. Learn and work through the step-by-step process that our Certified Financial Planners used to create holistic financial plans and create your own financial plan in the process.

• Work through the 11-step DIY financial planning process
• Get access to templates, workbooks and tools to help you in each step of the process. 
• Attend weekly sessions- each focused on a next step in the financial planning process
• Interact and engage with other group members, share stories and life lessons (Our Favorite Part!)
• Includes 3 one-on-one financial coaching sessions.

4 week live

Money Breakthrough Mastermind

As of April 2020, 38 Million Americans live paycheck to paycheck (meaning they spend every penny they earn) despite their earning level! 28% of US adults say they cannot pay some of their bills or can only make partial payment on them in a typical month, while another 32% say they won’t be able to pay their bills this month!

More than three-in-ten Americans say they worry every day or almost every day about being able to save enough money for their retirement, paying their bills, the amount of debt they have, and the cost of health care for themselves and their family. 

In 2019, 28% of people encountered a financial emergency averaging $3500, yet 57% of U.S. adults have less than $1,000 savings. 40% have less than $500 saved and 28% of Americans have $0 saved!

You don’t have to be one of them!