Want to try before you buy?

Enroll in our free mini course: How to Create your own Financial Plan from Scratch

Bonus material

  • Checklists and Guides

    Over 50 different resources to help walk you through common financial situations.

  • Calculators and Tools

    Access to our suite of financial planning calculators so that you can apply your new knowledge to your personal situation.

  • One-on-one Financial Counseling

    Virtual Financial Counseling sessions to help guide you in your own financial planning.

Pricing options


  • What is a Financial Checkup?

    Our Financial Checkup program is 90 days of access to our financial education, financial counseling and financial planning software. In that time we work with you to get a better understanding of your current financial state and help you identify if there are any inefficiencies within your own financial plan. If that satisfies your needs, great! If you need more guidance after the 90 days, we can upgrade you into one of our other programs.

  • What is the difference between financial advice and financial counseling?

    Financial Advice is definitive and prescriptive guidance giving a client instructions for the best possible financial outcome. Financial Counseling is guided education designed to help clients make their own decisions. In other words, financial advice tells you what is best, whereas financial counseling gives you all the knowledge to decide what is best for yourself.

  • What if I want financial advice and not financial counseling?

    For those looking for financial advice, we offer a comprehensive financial planning program. Follow the link below for more details.

Looking to outsource your financial planning?

Learn more about our comprehensive financial planning services.