Your personal financial trainer looking to put you in control of your finances, one step at a time.
Best. Financial. Friend.
Paying off debt – especially a sizable amount – feels like it’s never going to end. With specialized planning and training, however, our clients have paid off hundreds of thousands of dollars of debt.
All “big” life goals – like buying a house – require cash and (sometimes) great credit. Our trainers help you earn and save that cash, all while improving your credit score so when you’re ready to make the purchase, you’re financially prepared.
If you think saving for the ring is hard, what about the actual wedding day and the honeymoon? We’ll help you accomplish these goals and save up the cash.
We take a fitness-inspired approach to your finances, teaching you how to make smarter money decisions that add up over time. It's a lot like joining a gym, minus the fancy equipment and spandex.
1-hour goal-setting meeting with your trainer
Meeting to review your financial plan
Quarterly check-ins with your trainer, in person or on the phone
Ongoing access to your trainer as questions / challenges arise
Access to our online spend-tracking portal
*All plans are recurring monthly subscriptions that you can cancel any time. Special student pricing available upon request.
Our plans work. And together, you will be on your road to financial happiness. But just to sweeten the pot even more, we guarantee success — or your money back.