FINANCIAL LITERACY IS WHAT YOU KNOW.
FINANCIAL WELLNESS IS WHAT YOU DO
To become financially successful, you must become financially literate. That doesn’t mean you need to become an expert, but it does mean you must achieve a baseline level of understanding.
You can do that here.
What Are You Looking For?
Insurance
Learn about the right coverage for life, home, auto, long-term care and more.
Real Estate
Learn about buying or selling real estate or getting a mortgage.
Saving and Investing
Learn about the markets and becoming an investor.
Debt Elimination
Learn how to get out of debt once and for all.
Retirement Planning
Learn about and start planning your retirement.
Financial Planning
Learn about financial planning and how to get started.
Taxes
Learn about and understand how taxes work.
Estate Planning
Learn about wills, trusts, and estate planning.
Webinar Series
Personal finance can be intimidating. It’s hard to know where to focus our time and attention. Our monthly webinar series cuts through the noise and confusion, presenting information in an easy to follow and understand format.
THE PURPOSE BOOK
YOUR GUIDE TO AN EXAMINED AND ALIGNED LIFE
On-Demand Courses
By learning the fundamentals of personal finance, you’ll be moving in the direction of your most important goals and desires. From there, you’ll learn about more advanced topics in our on-demand personal finance courses.
You can enroll in as many of the courses as you like, or enroll in our Academy Coaching Program for access to the entire Academy.
Real People. Real World Results.
Trevor (my Academy Partner) made the process of buying my home super easy. He helped me get my mortgage, find my house and get the deal done!
We love the peace of mind we got from working with George (our Academy Partner). He helps us get clarity around how much to be saving and what we should be invested in!
We don’t want to be insurance experts, we just want to know we’ve got the right coverage in case we need it. Jason (Our Academy Partner) did a great job of guiding us through the process.
Academy Coaching Program
Our Academy Coaching Program gives you full access to Money Alignment Academy, as well as one-on-one financial coaching.
