For real people who want guidance they can trust.

Money made simple. Progress made real.

Instant access to short courses, expert Q&A, and a personalized, step-by-step plan to save, grow, and protect what matters.

Because no one taught you how to…

Set up a living trust before your first kid was born.

We believe everyone deserves a clear path forward—no matter where you’re starting from.

One Membership.
50+ Courses.

From basic to advanced
—for every stage.

You’ll learn how to:

Strategy & Tools

Personal strategies and easy tools to keep your plan on track.

Expert Q&A

Real answers from financial pros.

What's inside your membership

Clear courses, practical tools, and a community that helps you apply what you learn.

Private Community

A network to ask, share wins, and stay supported.

50+ Courses

Clear lessons that make money simple and actionable.

Inside your first course

Each lesson builds on the next—so instead of random advice, you finally see the full picture.

Lesson 1: Money Mindset

The way you think about money shapes every choice you make. Here, you’ll uncover the beliefs running in the background—and learn to shift them so they don’t hold your you back.

Lesson 2: Financial Foundation

Most people fix money one piece at a time—savings here, insurance there—without seeing how it all connects. This lesson shows the full view of cash flow, debt, protection, wealth, retirement, and legacy, and what has to be in place first.

Lesson 3: Life Insurance

For many families, insurance is the line between security and disaster. But most people get sold the wrong policy. Here, you’ll learn what kind to have, how much to carry, and how to avoid mistakes that leave your family exposed.

Lesson 4: Build Wealth

Wealth isn’t luck—it’s using income, time, and strategy in the right order. This lesson shows how to take what you already have and put it to work, so you’re not just saving, you’re building.

Lesson 5: Retirement Basics

The biggest fear people have about retirement? Running out of money too soon. Here, you’ll learn how to protect your retirement income from market swings—and build a plan that lasts as long as you do.

Lesson 6: Estate Planning

If something happened tomorrow, would your wishes be followed? This lesson gives you the basics of wills, trusts, and planning—so your family is cared for, and nothing is left to chance.

Choose your membership

Included in Every Plan

Flex

$39.00 / Month

Month to month—cancel anytime.

Get the essentials: core courses, on-demand learning, and a community that helps you move forward.

Most Popular
Most Popular

Premium

$199.00 / Year

Save $269 a year and unlock it all—live Q&A with financial pros, member rewards, and tools built to keep your plan on track.

Because knowing your next financial move shouldn’t feel this hard.

Don't settle for this​

When you deserve this

FAQ's

Flex gives you full access to all courses, tools, and community features month-to-month.

Premium gives you all of that—plus yearly savings, affiliate program access, and a bonus certification course to become a licensed financial professional.

Yes. You can cancel or switch anytime in your account. If you cancel, you’ll still have access until the end of your billing period.

No. But you can start with Flex monthly to try it out with zero long-term commitment.

No. This was built for real people, not finance majors. Whether you’re starting from scratch or leveling up what you already know, you’ll get guidance that fits your life.

Licensed financial professionals experienced in insurance, wealth strategies, retirement, taxes, and estate planning. They speak plainly and give answers that actually make sense.

Yes. Many members use the Network to understand their money better, ask second-opinion questions, or build a strategy they feel confident owning—whether or not they already work with an advisor.

It’s a certified prep course to enable you to become a licensed financial professional. You’ll get access in your first 60 days.

Right after signup, you’ll get full access to your dashboard. From there, you can start courses, ask questions, join events, and set up your strategy all in one place.

Yes. We offer group plans for teams of 25 or more, with tailored courses, private onboarding, and group impact reporting. Send an email to: [email protected] to request group plan info.

“For two decades I’ve seen families overlooked because they didn’t have a million to invest or real guidance. I built this Network to change that.”

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