Simplified Approach

Personal finance doesn’t have to be complex.

We’ve structured our program in a way that simplifies your financial life into five simple steps, so you can focus on taking action. 

1. WHERE ARE YOU TODAY?

Step on the financial scale to determine if you are financially fit. You’ll also work through a series of exercises to determine your Money Mentality to understand what motivates you and how to control your behavior to make better decisions.

2. WHERE DO YOU WANT TO GO?

Whether it’s saving for retirement, planning for college, paying down debt, or protecting what you have, you’re here for a reason. You’ll learn how to create financial goals around what is most important to you.

3. HOW DO YOU GET THERE?

Find out what it takes to reach your goals, and if your current financial plan will take you there. You’ll find out exactly what you need to do to achieve your goals.

4. WHAT STRATEGIES ARE AVAILABLE TO YOU?

Learn about which planning tools and strategies are available to you, and how to take advantage of those strategies to help you reach your goals sooner.

5. HOW DO YOU PROTECT YOURSELF ALONG THE WAY?

Learn how to protect yourself and safeguard against potential roadblocks.