Sign Up!

Monthly

$1999
  • Billed Monthly For 12 Months
  • Unrestricted Access To ALL Units
  • Email Support (4-5 Day Response Time)
  • Quarterly Checkins With A Certified Financial Education Instructor ($297/Session Actual Cost)
  • Financial Needs Assessments
  • Budget Planner Spreadsheet
Sign Up For Monthly Payments

Pay Annually & SAVE!

$197
  • Continous Access For 1 Year
  • Unrestricted Access To ALL Units
  • Email Support (4-5 Day Response Time)
  • Quarterly Checkins With A Certified Financial Education Instructor ($297/Session Actual Cost)
  • Financial Needs Assessments
  • Budget Planner Spreadsheet
Pay Annually & Save!

One-Time Payment

$397
  • Continuous Access For 5-Years
  • Unrestricted Access To ALL Units
  • Email Support (4-5 Day Response Time)
  • Quarterly Checkins With A Certified Financial Education Instructor ($297/Session Acutal Cost)
  • Financial Needs Assessment
  • Budget Planner Spreadsheet
Choose A 1-Time Payment!

Topics Addressed In Our Academy:

Topics Addressed In Our Academy:

⬇️  ⬇️  Tap The Photo For More Info On That Topic ⬇️  ⬇️

Financial Psychology

First, we start with an in-depth look at the psychological factors that affect how we handle our personal finances.

Your Money Mindset & How It Affects Everything

  • Your emotions when dealing with money.
  • How your money management skills are influenced.
  • Examining your own attitudes, beliefs, and behaviors when it comes to money.
  • The 6 stages of adopting positive money management habits.

Budgeting & Money Management

In this section, we cover the basic aspects of budgeting and how budgeting benefits your progress toward attaining your desired lifestyle and reaching your financial goals.

Income, Expenses, and Budgeting

Action steps for creating a solid budget and automating financial accounting systems to facilitate regular review and revisions are provided.

Savings

By the end of this topic, you will understand how savings forms the foundation of your financial planning, and learn the components of a savings plan.

Income, Expenses, and Budgeting

In a further topic, you will comprehend the importance of evaluating every purchase based on whether it is a “need” or a “want” and know how to calculate opportunity cost.

Account Management

Here we will cover how to set up and manage accounts with a financial institution, and why and how to establish a trusted team of financial advisors.

Banking & Having A Team Of Advisors

  • How to select a financial institution.
  • Setting up a centralized, automatic system to save money and protect your credit.
  • The difference between credit and debit cards – why you need to know that.
  • Why having a team of advisors is important and how to select the right ones.

Loans & Debt

This chapter will focus on the various types of loans and all types of debt.

Principle, Interest, Terms, & Amortization

This chapter covers the ins and outs of loans and debt, the risks and consequences of various types of debt with tips for mitigating debt risks, and strategies for developing a workable debt payoff plan are discussed.

Among many other topics in this area, like qualifying for a mortgage.

Your Credit Profile

This topic is all about credit – how credit affects your personal financial situation and how to build and maintain good credit.

Credit Reports, Credit Scores, and Lenders

This section will help you to understand the value of having a good credit history and situations that can have a negative impact on your credit.

Your Income

From Finding fulfilling work to how to maximize your earning potential, this section covers a vast array of topics centered around your income.

Generating, Securing, & Supplementing Income Sources

This chapter even covers taking on a second job, freelance work, and starting your own business.

Taxes & Accounting

This chapter covers the various types of taxes one should consider for financial planning purposes.

Taxes & Finding A Trusted Tax Accountant

Nearly all citizens are subject to various forms of taxation by their governments. Taxes represent a sizable component of most people’s budgets, but often are overlooked because they usually are deducted automatically.

Risk Management

This chapter starts by covering the basics of risk evaluation and management.

Insurances & Preparedness

It goes on to demonstrate how insurance reduces financial risk by protecting us against unpredictable losses.

Covering insurance policies and selecting a carrier, estate plans, and wrapping up with disaster preparedness, you do not want to skip this chapter!

Investing & Personal Finance

A comprehensive overview of investment processes and how investing fits into one’s personal financial planning.

Planning For The Future

You will understand why people decide to invest, how to determine your risk tolerance level, and how to calculate your net worth. Then you will be guided to develop a budget for the future and take steps to become prepared to begin implementing an investment strategy.

Education & Skill Development

This chapter helps people evaluate options for higher education vs taking on a trade and how to fund one’s learning path.

Planning For College or Trade School

The current work environment has become increasingly globalized and competitive, and these rapid changes to the employment landscape mean that lifelong learning to expand and refresh one’s job skills has become essential.

Topics Addressed In Our Academy:

Topics Addressed In Our Academy:

⬇️  Tap The Photo For More Info On That Topic ⬇️

Financial Psychology

First, we start with an in-depth look at the psychological factors that affect how we handle our personal finances.

Your Money Mindset & How It Affects Everything

  • Your emotions when dealing with money.
  • How your money management skills are influenced.
  • Examining your own attitudes, beliefs, and behaviors when it comes to money.
  • The 6 stages of adopting positive money management habits.

Budgeting & Money Management

In this section, we cover the basic aspects of budgeting and how budgeting benefits your progress toward attaining your desired lifestyle and reaching your financial goals.

Income, Expenses, and Budgeting

Action steps for creating a solid budget and automating financial accounting systems to facilitate regular review and revisions are provided.

Savings

By the end of this topic, you will understand how savings forms the foundation of your financial planning, and learn the components of a savings plan.

Income, Expenses, and Budgeting

In a further topic, you will comprehend the importance of evaluating every purchase based on whether it is a “need” or a “want” and know how to calculate opportunity cost.

Account Management

Here we will cover how to set up and manage accounts with a financial institution, and why and how to establish a trusted team of financial advisors.

Banking & Having A Team Of Advisors

  • How to select a financial institution.
  • Setting up a centralized, automatic system to save money and protect your credit.
  • The difference between credit and debit cards – why you need to know that.
  • Why having a team of advisors is important and how to select the right ones.

Loans & Debt

This chapter will focus on the various types of loans and all types of debt.

Principle, Interest, Terms, & Amortization

This chapter covers the ins and outs of loans and debt, the risks and consequences of various types of debt with tips for mitigating debt risks, and strategies for developing a workable debt payoff plan are discussed.

Among many other topics in this area, like qualifying for a mortgage.

Your Credit Profile

This topic is all about credit – how credit affects your personal financial situation and how to build and maintain good credit.

Credit Reports, Credit Scores, and Lenders

This section will help you to understand the value of having a good credit history and situations that can have a negative impact on your credit.

Your Income

From Finding fulfilling work to how to maximize your earning potential, this section covers a vast array of topics centered around your income.

Generating, Securing, & Supplementing Income Sources

This chapter even covers taking on a second job, freelance work, and starting your own business.

Taxes & Accounting

This chapter covers the various types of taxes one should consider for financial planning purposes.

Taxes & Finding A Trusted Tax Accountant

Nearly all citizens are subject to various forms of taxation by their governments. Taxes represent a sizable component of most people’s budgets, but often are overlooked because they usually are deducted automatically.

Risk Management

This chapter starts by covering the basics of risk evaluation and management.

Insurances & Preparedness

It goes on to demonstrate how insurance reduces financial risk by protecting us against unpredictable losses.

Covering insurance policies and selecting a carrier, estate plans, and wrapping up with disaster preparedness, you do not want to skip this chapter!

Investing & Personal Finance

A comprehensive overview of investment processes and how investing fits into one’s personal financial planning.

Planning For The Future

You will understand why people decide to invest, how to determine your risk tolerance level, and how to calculate your net worth. Then you will be guided to develop a budget for the future and take steps to become prepared to begin implementing an investment strategy.

Education & Skill Development

This chapter helps people evaluate options for higher education vs taking on a trade and how to fund one’s learning path.

Planning For College or Trade School

The current work environment has become increasingly globalized and competitive, and these rapid changes to the employment landscape mean that lifelong learning to expand and refresh one’s job skills has become essential.