Let's Spend This Week Getting Wealthy.

    This 7-Day Email Course teaches you, as a HENRY (High Earner, Not Rich Yet), how to effectively manage your finances and avoid the most common money mistakes.

    PLUS: Use our Wealth Model to calculate your Financial Freedom Number, monthly savings goals, and much more!

    Turn Financial Literacy into Financial Freedom.

    Use our comprehensive Wealth Model to…

    • Define your Financial Ambition

    • Calculate Your Financial Freedom Number

    • Evaluate Your Financial Health

    • Craft Your Custom Savings Waterfall

    • Design an Investment Portfolio

    • Find Tax Deductions & Credits

    • Develop a Bullet-Proof Estate Plan

    Why would we write an email course?

    “We wrote this email course to give you more value in one week than most advisors give their clients in decades. If we’re going to ask you for your email address, the offer we make in return should be just as valuable as a paid service (if not more).”

      Start You'r Financial Journey.

      Your money should be a source of energy, not stress.

      We want to help you thrive along your financial journey whether you’re just beginning or planning the best way to leave your legacy.

      You deserve a clear path to follow to get from where you are to where you want to be—and beyond.