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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

A perfect fit for:

Young professionals who have found an established career path, or young families beginning to raise children.

Seasoned professionals who are finding themselves 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 who are looking for an "exit plan" in the next 5-10 years, 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 topics of Building and Protecting Wealth
A complimentary, 1 hour Strategy Session with a Financial Professional