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
This course is designed to help you learn and follow a new methodology for setting goals
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
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
This course is designed to provide the financial information we should have been taught in school
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
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.