Personal Finance Journey

$197.00 / month with a 30-day free trial and a $397.00 sign-up fee

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, real estate investing strategies).

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!


With our (up to) six-month Personal Finance Journey, we’ll build your customized plan to pay off debt, increase income, learn to invest, plan for college/retirement and walk you down the path to wealth and financial freedom. This six-month Journey will buy you our guidance, coaching, counseling, expertise, and education for six months. We’ll teach you all about personal finance, including how to buy or sell a home inexpensively.

What you get: Your personalized Personal Finance Plan, and up to six additional follow-up meetings (phone, webcam, or in-person in Lehigh Valley, PA) over the six-month duration, plus unlimited email and text support. We’ll coach you to pay off debt, increase your income, cut back on spending, plan for college/retirement, how to buy/sell a home or vehicle, investing, building wealth, and career/small business counseling. We’ll tweak the plan, keep you on course, and answer your questions. Each month we’ll cover a different personal finance topic such as investing, retirement planning, college saving, debt scams, handling bankruptcy and repossessions, buying/selling a home, and insurances. Cancel any time. You’ll be billed in six easy monthly installments. Walk with us!

Can you afford this when you’re already behind? Yes, you can. We’ll show you so many ways to pay off debt, cut back, earn more, build wealth, and save on interest payments that our services are worth far more than the small monthly fee. What is your financial success worth? Read more here.

Act now. Those who delay usually come back a year later in far worse shape. Let’s do this – TODAY! A year from now, you’ll be well down the road to financial happiness and thanking yourself for having the courage to act now. Don’t let the years-from-now you down.

We’re ready when you are! Sign up today and we’ll have your Personal Finance Plan to you within a week.