Great question! I'm a CERTIFIED FINANCIAL PLANNER (TM) and have years of experience helping dozens of clients make sense of their money. I've taken that knowledge to figure out what works and what doesn't for middle income Americans, and this course is all those learnings packaged into a digestible, step-by-step process.

That being said, this course guides you along a path, so at the end of the day I'm helping you help yourself. It's the joy of my life to see people succeed with money, so this course is designed with that end in mind.

This course lasts 8 weeks. You can expect approximately 1 hour total of lesson time, and 1-3 hours per week of work to stay on top of the process. Each week's module is broken down into bit-sized lessons to make it easy for you to carve out the time you'll need.

The awesome thing about it is that once you've completed the course it should take you minimal time to maintain your plan, giving you back valuable space for your family or doing things you enjoy.

I designed this course for middle-income American families. 50% of us earn less than $60k annual. 10% earn more than $150k annual. This course is for those of you who are in between.

This course is NOT for you if:

1. You earn over $200k annual income as a household or have over $1.0M net worth. Your stuff starts getting more complicated, and while you could use this course as a baseline, there are different strategies that may apply to you and you will likely want to look into getting 1:1 help.

2. You live outside the United States. So much of what we cover has to do with taxes and laws here in the US, so it's just not helpful for folks who don't fall under that jurisdiction.

3. You want someone to do it all for you. This course gives you a process for managing your own financial plan, so if you want to hand over your money you'll want to hire someone.

4. If your household earns under $70k annual or your primary focus is on debt payoff. What we cover may be frustrating to you because there is a focus on savings, and if you don't have any wiggle room, this likely isn't the best place for you right now.

Sure! The course content is released weekly in bite-sized chunks. You'll be able to view these lessons and work through the activities at your own pace throughout each week. Plus, you'll have access to all materials until 2022, so if life gets in the way you can still revisit.

Each week I'll have a live session Mondays at 8pm EST to answer questions and review that week's content. You can ask questions in advance and I'll do my best to get to them during the sessions. 

This course is educational in nature. I am not providing specific tax advice, legal advice, or investment advice. Your outcome depends on your effort and personal situation and I cannot guarantee any results.

You are not my personal client. While I can help you with the knowledge you need to develop your financial plan, as well as show you options for financial planning and investments, I cannot give you personalized investment or financial planning advice and this course will not be construed as such.