After completing the Establish program you will:

  • Know your top three values

  • Know exactly where you should be focusing your efforts

  • Understand the connection between how you show up and your finances

  • Have a solid money plan established

  • Have a system for setting and crushing your goals

  • Know exactly how you’re prepared for any emergencies or unexpected expenses

And come away with:

  • 6 modules that cover the Envision, Embody and Establish steps in-depth

  • Lifetime access so you can get a refresh whenever you need it

  • Dozens of videos and worksheets to guide you through each concept

  • Google sheet templates that make it easy to implement your plan


After completing the Expansion program you will:

  • Have all the benefits of the Establish program PLUS:

  • Strategies for adapting your plan as life changes

  • A system for setting and prioritizing multiple money goals

  • Tools for monitoring your overall financial health through knowing your Net Worth, Debt to Income, Savings Rate and understanding your Credit Score and Report

  • A new understanding of how your emotions affect your financial health

And come away with:

  • 12 modules that cover the Envision, Embody, Establish, Execute, Evaluate, and Expansion steps in-depth

  • Lifetime access so you can get a refresh whenever you need it

  • Dozens of videos and worksheets to guide you through each concept

  • Google sheet templates that make it easy to implement your plan