Moneyworks
Transform Your financial future
Understand How Money Works for You, Your Family, and Generations to Come.
I Won't Just Show You – I'll Guide You Every Step of the Way. Here's How.
Are you tired of one-size-fits-all financial solutions that don’t resonate with your unique financial needs and desires?
Do you feel like the system is rigged against you, and no matter how hard you try, your money seems to disappear just as quickly as it appeared?
You're not alone, and I’m here to help.
Most people don't understand how money works, grows, or multiplies. It’s also tough to grasp how it can vanish in the blink of an eye due to hasty decisions. I believe that small incremental changes can create a massive flow of money, whereas big emotional decisions can lead to catastrophic outcomes.
I recognize that wealth building isn't just about numbers; it's about creating a life that aligns with your values and desires. My course will help you create a financial plan that supports your life goals.
MoneyWorks not only offers a practical approach to money management but also a philosophy that resonates with the broader aspects of your life and individuality. It’s not just about having a system; it's about having the right system for you.
Maybe you’re just starting out. You know that what you need to know about money was never taught in school, but when you’ve tried to Google you realize you don’t even know what questions to ask! You may have gotten a little further with Chat GPT, but you still don’t feel confident that you have the knowledge or a plan to start with.
Maybe retirement is looming. You’ve worked hard but your middle-class income hasn’t allowed you to save like you wanted. You may feel like you’re stuck and desperate to fix your financial life, but that it’s too late to do anything about it.
I created this offering just for you. For a one-time fee you’ll get 12 months access to MoneyWorks, my 8-module course that gives you all the knowledge you need plus action items to create your very own financial plan. Add an hour of my time if you want to meet after you’ve finished the course and we’ll review your plan together.
Ready to change your financial life?
Listen. I get that you don't have time to mess with your money.
You're busy. You've got a spouse, friends, kids, a career.
But you worry there's something you're missing.
You feel you're making a good income but there never seems to be enough.
You want to reach financial independence/retirement someday but have NO idea how much money you'll need or where to save.
You're sick of feeling like everyone else knows something you don't about money - they look like they’re doing so well!
You want a simple, easy to understand strategy for how to invest and grow your money.
Maybe you're not on the same page with your partner.
Your kids are WAY more expensive (in time AND money) than you thought they'd be.
You KNOW you need a plan but you don’t know where to start.
You may have looked into hiring a professional advisor to help, only to find out that you don't meet their asset minimum requirements.
You may have even interviewed a person or two, but felt like they were trying to sell you a financial product you couldn't understand.
Here's the thing...
IT'S NOT YOU
It's our industry. See, the financial services industry has a vested interest in keeping things confusing. It's how we make billions in fees each year. If we make you feel like you can't understand, we can keep charging these invisible and often exorbitant fees that eat away at your nest egg.
With my course, I've done all the heavy lifting so you all you have to do is fill in the blanks along the way. I'll give you the knowledge, coaching, and blueprint to move forward in your financial life with confidence and a holistic plan you can maintain yourself.
You'll spend 1-3 hours per module watching the lessons, gathering your information, and creating your plan. Once you're on the other side of the program, it'll only take you a few hours a year to maintain your plan, and if you ever decide to seek additional professional financial advice, you'll know EXACTLY what to look for.
Know Where You're Going
Get everything you need to create a solid financial plan for your family.
MoneyWorks provides education and a step-by-step process so you can be confident that your money is working for you.
Objective
No hidden agenda. My approach puts you first, every time. My only goal is to help you reach yours.
Education-Based
You'll learn everything you need to know. Become empowered to make your own financial decisions.
Automated
Once we establish your financial foundation, it'll take you 15 minutes a week to manage your plan.
In 8 Modules We Cover
1 - Financial Foundations
Money Mindset
Career/Income
Money Buckets
Net Worth
2 - Debt
Debt Basics
Bad Debt
“Good” Debt - Mortgage/Student Loans
Credit Score/Bankruptcy
3 - Spending Plan
Budgeting
Tracking
Kids are Expensive!
Inflation/Lifestyle Creep
4 - Savings Plan
Emergency Reserves
Short-Term Savings
Long-Term Savings
Interest
7 - Insurance/Estate Planning
Property & Casualty
Life Insurance/Annuities/LTD
Health Insurance/LTC
Estate Planning Essentials
8 - Financial Freedom
Workplace Retirement Plans
Individual Retirement Options
Social Security & Medicare
Calculating Your FF number & Maintaining Your Plan
5 - Tax
Federal Income Tax
State/Local Income Tax
Sales/Property/Other Tax
Filing Your Return
6 - Investing
Investing Basics
Real Estate/Income Property
Allocation/Diversification/Risk
Developing Your Investment Strategy
Limited space available for our next cohort.
Coming soon.
Get in touch through my contact page for details.