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Up to six months - cancel any time! If your goal is getting out of debt, planning for college/retirement, working toward buying/selling a home, career/small business counseling, or any other financial goal, this is the plan for you. We'll strategize, build your plan together, and teach you all about personal finance and investing. Month 1: We build your plan for success and teach you basic, easy budgeting, plan to eliminate any debt. We teach you how to be a smart consumer, how to earn more money at work and with side hustles. Month 2: Adjust and tweak the plan. We teach you all about insurances (health, auto, life, home, umbrella, long-term care, renters, homeowners, disability). Month 3: Adjust and tweak the plan. We teach you about paying for college, trade, or tech school without a ton of debt. Month 4: Adjust and tweak the plan. We teach you how to buy/sell a home or vehicle less expensively. Month 5: Adjust and tweak the plan. We teach you investing basics - learn how to tell if your 401k/403b/457b/529 or other investment choices are good ones. Month 6: Prepare you to fly on your own. We teach you all about retirement planning (social security, medicare, pensions, asset allocation, safe withdrawal rates). Cancel or extend any time - no contracts, no lock-in. Weekly/monthly meetings, unlimited text/email support. Customized Personal Finance Plan, monthly education modules on investing, student loans, retirement planning, insurances, and more. Side-hustle matching! Find a way to make extra money (even at home) that's not a scam and something you might actually enjoy! Planning for college, buying your first or next home, retirement. Strategic help with all kinds of debt (student loan, bankruptcy, medical, credit card, home, auto, repossessions, etc). More detail below! -
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Let's do a private advanced investing concepts workshop together! You must have a sound fundamental knowledge of investing basics (see our class on that) to gain a benefit from this class. We cover asset location (as opposed to allocation), Roth conversions, back-door Roth conversions, gain harvesting, and loss harvesting. We don't cover topics like puts/calls, shorting stocks, etc. We aren't investment advisors, so this session is instructional only. Click the Schedule Now button to set up a date and time at your convenience. -
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Let's do a private dealing with debt collectors together! Want to spend some time learning about handling collectors and debts in collections, while we review your specifics? Sign up for this 60-90 minute offering, and we'll do just that. Let's cover different techniques to find out what works best for you. Avoid the "pay off your debt" scams and learn how to do it the right way. We'll do a couples discussion to get everyone on the same page, and marching in lock-step toward your financial goals. Click the Schedule Now button to set up a date and time at your convenience.
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Let's do a Social Security and Medicare workshop together! Learn the key concepts and terminology of these key retirement programs, so you're ready for the retirement of your dreams. We'll talk about when to enroll, spousal benefits (and for which spouse!), collecting on an ex's benefits, Medicare Advantage plan versus Medigap coverage, and so much more. We aren't investment advisors, so this session is instructional only. Click the Schedule Now button to set up a date and time at your convenience.
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Want to get the best education for your money at college, tech, or trade school? Want to learn how to grease the skids toward getting all of that free grand and aid money? Surprisingly, it all starts as early as sixth grade! Let's do a college/tech/trade school planning workshop together! Learn the key concepts and terminology of the college planning, so you're ready for the education of your dreams. We'll talk about grants, aid, FAFSA, student loans, and so much more If you've got a significant other, we'll do a couples discussion to get everyone on the same page, and marching in lock-step toward your financial goals. Click the Schedule Now button to set up a date and time at your convenience.
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Stuck in an expensive lease, or tempted to (for some reason!) get one? Want to get out of that expensive car loan and payment? Want to use your money wisely to get the best, most reliable, enjoyable vehicle you can? Let's do a buying and selling vehicles workshop together! Buying or selling a vehicle is usually the second biggest transaction you do in your life (after buying a home). Problem is - homes appreciate in value, where vehicles do not. This is one of the biggest mistakes people make. You've got to get this one right, and make it a blessing, not a curse! There are so many factors in choosing a good vehicle, or selling efficiently to minimize your costs. We'll do a couples discussion to get everyone on the same page, and marching in lock-step toward your financial goals. Click the Schedule Now button to set up a date and time at your convenience.
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Let's do a retirement planning workshop together! Learn the key concepts and terminology of the retirement planning, so you're ready for the retirement of your dreams. We'll talk about asset allocation in/near retirement, safe withdrawal rates, income streams in retirement, finding the ideal place to live, and so much more We aren't financial advisors, so this is an instruction-only workshop. Click the Schedule Now button to set up a date and time at your convenience.
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Let's do an investing basics workshop together! Learn the key concepts and terminology of the investing world, so that you can make great choices for your future and understand the best funds for your 401k, IRA, investment, and 529 college savings accounts. We'll talk about mutual funds, index funds, exchange-traded funds (ETFs), stocks, bonds, asset allocation, how to evaluate funds, risk tolerance, and so much more. We aren't investment advisors, so this is an instruction-only workshop. Click the Schedule Now button to set up a date and time at your convenience.
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Let's do a buying and selling homes workshop together! Buying or selling a home is the biggest transaction you'll likely ever do in your life. You've got to get this one right, and make it a blessing, not a curse! There are so many factors in choosing a good home, good neighborhood, or selling efficiently to minimize your costs. We'll do a couples discussion to get everyone on the same page, and marching in lock-step toward your financial goals. Click the Schedule Now button to set up a date and time at your convenience.
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Let's do a smart consumer workshop together! Want to learn how to save money on all kinds of everyday expenses? We'll take you through many, many ways to save on products, services, utilities and so much more. We'll do a couples discussion to get everyone on the same page, and marching in lock-step toward your financial goals. Click the Schedule Now button to set up a date and time at your convenience.
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Let's do a starting a small business or side hustle workshop together! Want to make extra income to disappear your debt or make that fabulous purchase you've had in mind? Let's spend some time talking about your skills, hobbies, and interests and match you up with some great side hustle or small business ideas. Many side hustles are flat-out scams. We keep a carefully curated list of winners to match you with. We'll talk about how to get started with your own small business - the tax advantages, types of formation (sole proprietor, partnership, LLC, S-Corp), and much more. We'll also factor in some career coaching to get you on the right track at your job, or your next job. We'll do a couples discussion to get everyone on the same page, and marching in lock-step toward your financial goals. Click the Schedule Now button to set up a date and time at your convenience. Click the Schedule Now button to set up a date and time at your convenience.
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Let's do a private insurances workshop together! Want to find out if you're wasting money on auto, health, life, disability, long term care, umbrella, or other insurances? Worried that you might have a great rate but your coverage is weak, leaving you exposed? Sign up for this 60-90 minute offering, and we'll talk about it. We'll do a couples discussion to get everyone on the same page, and marching in lock-step toward your financial goals. Click the Schedule Now button to set up a date and time at your convenience.
