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.
Our 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.
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.