Live and
On-Demand Courses
Our Courses
We offer weekly live courses, as well as a robust library of 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.
Get better at money and start living how you want.
On-Demand Courses
DIY Financial Plan
Is it possible to create a financial plan yourself? Yes.
Get on the Same $ Page
This course is for busy working people to get on the same page as their partners with money
Teaching Kids about Money
Who Else Wants Financially Independent Kids?
Get Out of Debt
This Course Will Help You Get Out of debt and Live Debt-Free
Goals Course
This course is designed to help you learn and follow a new methodology for setting goals
Values Course
Having clarity on your core values provides a blueprint for handling all of life’s situations
Plan Your Estate
This course is designed to empower you to complete your estate plan
The Right Coverage
This will help you better understand essential insurances, and the process for implementing them
Improving your Credit
This course is designed to help you improve your credit
Buying your Next House
This course is designed to help you successfully buy your next house
Get a Budget
This course will help you create and maintain your budget
Retire Happily
This course will teach you how to save for retirement and live a great life in your post working years
Saving and Investing
This course will teach you the fundamentals you need to start saving and become an investor
Essentials
This course is designed to provide the financial information we should have been taught in school
Fundamentals
This course will give you the foundation you need to move in the direction of your most important financial goals
Academy Coaching Program
You’ll get access to all courses, our live monthly workshops, our monthly office hours, and get a one-on-one coaching session every year
Getting the Knowledge You Need
Our courses are designed to give you everything you need to know about personal finance. Everything you should’ve been taught in school, but never were.
LIVE CLASSES
Our live, virtual classes are short (30 minutes), fun, actionable, and repeat on a quarterly basis.
Setting Financial Goals
The only way to live how you want, is to know how you want to live. This course will help you clarify and crystalize your most important financial goals.
First Monday of the Quarter
Your Financial Operating System
Just like our phones, we all have an operating system constantly running in the background. This course will help you identify and replace any limiting beliefs, and determine your core values.
Second Monday of the Quarter
Understanding Cash Flow
Most people don’t know how much money they have coming in, and going out each month. This course will help you get, and stay, on top of your cash flow.
Third Monday of the Quarter
A Budget that Works
A budget is simply a plan for your money. This course will teach you the three most widely used types of budgets, and decide on the best one for you.
Fourth Monday of the Quarter
Start Saving Money
Most of us are better at spending money than we are saving it. This course will give you the necessary steps for finding financial security.
Fifth Monday of the Quarter
How to Get Out of Debt
Debt is one of the most destructive parts of our lives. This course will help you create a plan for becoming debt-free.
Sixth Monday of the Quarter
Becoming an Investor
Successful investing is available to everyone, but there are tried and true methods. This course will teach you the fundamentals and position you for success.
7th Monday of the Quarter
Developing Financial Habits
Without positive habits, sustainable success is difficult to find. This course will teach you how to identify and break bad habits, as well as the steps for creating good ones.
8th Monday of the Quarter
Understanding Insurance
Insurance protects us from financial catastrophe. This course will teach you about the proper coverages and amounts to protect your personal finances.
9th Monday of the Quarter
Estate Planning
Estate planning is a process that’s for everyone, regardless of how much money you have. This course will teach you about the important aspects and tools for completing yours.
10th Monday of the Quarter
Creating a Financial Plan
Whether we know it or not, we’re constantly making financial plans. This course will teach you the keys to putting yours in place.
11th Monday of the Quarter
Your Purpose
Most people will never ask themselves about their “why.” This course will help you determine your purpose, and how best to pursue it every day.
12th Monday of the Quarter
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.