Get your money together. For good.
One payment. A real plan written for your situation, monthly sessions with me, and someone to answer to between them — for life. Not a course you never finish. Not a chatbot.
Apply for a place What you actually get
Coaching and accountability — not licensed financial, investment, tax or legal advice.
What you get
A plan written for you
We go through your actual income, debts, rates and goals, and you get a written plan with the order of operations — what to pay, what to save, in what sequence, and why.
Monthly one-to-one sessions
A standing call with me every month, for as long as you want them. We adjust the plan as your life changes — new job, new baby, new rate.
Answer between sessions
Message me when a decision lands: a loan offer, a lease, a card, a raise. You get a straight answer from a person before you sign, not after.
The big purchases, handled
Buying a car or a home is where most people lose the most money in one sitting. We prepare for those specifically — what to have ready, what to refuse.
Every rate we verify
You get the same verified rate data the site runs on, pointed at your situation — so you're comparing real current numbers, not last year's blog post.
Lifetime, meaning lifetime
One payment. No renewal, no upsell, no tier above this one. If the price rises for the next cohort, yours doesn't.
Why it's $499
An hour with a fee-only financial planner runs $200–$400, and most won't take you until you already have money. The full version of this programme is $2,499, and that's what it will be once the founding cohort closes.
The founding 20 places are $499 because I'm building this alongside VoAtlas and I want people whose real situations shape it. You get the same thing for less, and I get to build it against actual lives instead of assumptions.
What this is not: I am not a registered investment adviser and this is not licensed financial, tax or legal advice. I won't manage your money, pick your investments, or tell you to buy a specific product. What I do is help you understand your position, build a plan you can follow, and stay on it.