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To Our Next Class

The "How Money Works Education System" includes online classes, books and 1-on-1 coaching that supports your Wealth Building journey at every stage of life.

Each class you join us at has been created to be engaging, easy to understand and taught by a CFEd - Certified Financial Educator

All 100% complimentary

These Classes Are For

Young professionals who have an established career path and ready for thoughtful financial guidance.

Seasoned professionals who are making important financial decisions betweeen raising kids and caring for their parents.

Pre-Retirees 5-10 years from retirement looking for ways to protect their financial nest egg.

Business Owners interested in building an "exit plan" so they're not stuck working the rest of their life.

You get:

  • An invitation to each class we host

  • Access to additional resources that can help you create a Customized Financial Strategy

  • A complimentary copy of some of our favorite books on the topic of Building and Protecting Wealth

  • A complimentary, 1 hour Strategy Session with a Financial Professional