Financial Programs

For all programs, feel free to schedule a no-pressure initial consult here!

What You Should Have Learned in School

One-Month Program

Want to learn the basics of personal finance? This 1-month course will delve into all the topics you need to know — and probably should have learned in school. This course is geared towards those looking to master the fundamentals, but who would prefer to proceed independently after our initial work together.

Find out more about what this plan covers below.

Price: $720

Learn More

6-Month Immersive Financial Plan

Most Popular!

Six-Month Program

In this up to 6-month program, we will set you up with everything you need to run your financial life. This program is for those ready to venture beyond mastering the fundamentals towards applying these skills in real-time. This course will guide you through putting theory into practice.

Find out more about what this plan will cover below.

Price: $2750

Learn More

The "I Have a Guy" Program

Month-by-Month Plan

Need someone available to answer your financial questions?

This plan is for those who are further along on their journey towards financial independence, but who would benefit greatly from having someone to consult with along the way.

Find out more about what this plan covers below.

Price: $275/Month

Learn More

Want to try a one-time session?

Not ready to commit but interested in a one-time financial check-up just to see how you're doing? Need immediate help answering a time-sensitive financial question, like can you afford to go back to school or how much can you responsibly budget for a first home? We've got you covered.

Price: $250/hour

What You Should Have Learned in School

If you're like most people, you probably weren't prepared for all the financial questions adult life threw your way. Most parents don't discuss finances openly with their children, and the average school curriculum doesn't do much better. During this two to four-session course — varying based upon how much we cover each time we meet — this introductory program will provide you with a thorough overview of all the major topics in personal finance.

If you are interested in going beyond the basics to curating a personalized financial plan that suits your unique life, the 6- month program is for you.

Price: $720/household (Discounts per household are available for bigger groups.)

Includes the sessions and unlimited text/voice note support (through Signal) during the 1-month course.

Topics Include:

The importance of goal-setting
Compounding interest and the importance of starting ASAP
Budgeting how-to's
How to and how not to use debt
How to invest like the pros
How retirement accounts work and how to use them to grow millions for retirement
The ins-and-outs of insurance: what types do you need and how much
What is a Credit Score, and how to increase yours
How to effectively use credit cards
How to prioritize your financial goals

6-Month Immersive Financial Plan

In this course, we will work together to structure a financial plan that meets your individual needs and places your financial goals in reach. This 6-month immersive will cover all the fundamentals from the introductory plan — and then implement them into your actual life. Throughout the program, we will have a variety of coaching sessions tackling each step of the process. At the end of this program, your financial infrastructure will be all set up and should only require maintenance, life altering changes aside. Get ready to start building, one decision at a time.

Price: $2,750 (Cannot be done in larger groups due to personalization)

Includes the sessions, and unlimited text/voice note support (through Signal) during the 6-month plan.

What We Will Accomplish:

Set up short and long term financial goals
Create a budget and test it out over a three month period
Learn about compound interest and the importance of starting ASAP
Discuss debt and decide on a debt plan
Start investing and understand how to continue adding to your pie
Start funding a retirement account on your way to financial independence
Discuss different types of insurance and help you move towards buying what you need
Determine your credit score and employ strategies to increase it
Sign up for the credit cards that can be helpful (and not hurtful) to you
Prioritize your goals moving forward

The "I Have a Guy" Program

Already a bit further down your path towards financial independence but still have questions or doubts? Need to talk over a big financial decision? Did life just throw a financial curveball your way? Want to go over your workplace benefit options? This plan (and this guy) is for you. Guarantee yourself the comfort and support of someone who has been through it. We will continue to evaluate your financial progress over time, and continue working towards your evolving financial goals. As your issues of concern shift and change — from optimizing your portfolio as markets fluctuate to managing your yearly benefits to setting yourself up for retirement — I'll be there to help you make the critical calls when they matter most.

Includes one monthly check-in session and unlimited text/voice note and phone-call support (through Signal)