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Personal Financial Planning
Built for Real Families

From one-time advice to full-service wealth management, I help middle-class families create clarity, confidence, and long-term financial security.

Choose the Level of Guidance That Fits You

Every family’s financial journey is different. Whether you want a one-time consultation, ongoing planning, or full-service investment management, I’ll meet you where you are and help you move forward with confidence.

Investment Management & Financial Planning

Full-service financial planning & professional portfolio management.


I’ll handle everything from creating your plan to implementing and managing your investment so you can focus on what matters most.

The Successful Middle Class Money Club™ ($999/year)

Affordable planning and education for real families.
 

We’ll create your personalized financial plan together and build a system you can follow with confidence. You’ll also get access to my training videos, webinars, and ongoing support.

Hourly Financial Planning ($250/hour)

Get clarity on one specific issue.


Schedule a one-time meeting with me for personalized advice on budgeting, investing, debt, or retirement planning.

Retainer Planning ($3,000/year)

Ongoing coaching and accountability.


If you want regular check-ins, unlimited support, and continuous guidance throughout the year, this option gives you a financial partner who’s in your corner every step of the way.

Flagship Service

Real Planning.
Real Education. Real Results.

I believe every family deserves a clear plan and the confidence to follow it. Here’s how we’ll work together:

Build Your Plan

We’ll gather your information and design your personalized roadmap.

Implement With Confidence 

You’ll take action using practical tools along with my guidance during Zoom meetings.

Review and Adjust

We’ll meet regularly to review progress, update your plan, and stay on track.

Hi, I’m Rich McCormack,  CFP®, RICP®, and Founder of School of Personal Finance

For over 20 years, I’ve helped families simplify money, reduce stress, and build long-term wealth.

I started School of Personal Finance to make professional financial advice accessible to the middle class — without jargon, high fees, or sales pitches.

 

Over the years, I’ve seen too many hardworking families who earn good incomes but still feel financially stuck. My goal is to give them a clear plan and the confidence to take control of their money.

 

Whether you’re trying to get organized, pay off debt, invest smarter, or plan for retirement, I’ll meet you where you are and help you move forward with clarity.

Want to know more about my story? Read my full bio →

Ready to Take Control of Your Financial Future?

Whether you want to learn, plan, or have it handled for you, I’ll help you build a roadmap that fits your life and goals.

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©2025 BY SCHOOL OF PERSONAL FINANCE, LLC. All Rights Reserved 

School of Personal Finance is a Registered Investment Advisory firm located in New York. Advisory services are provided to clients in accordance with applicable state and federal regulations. The Successful Middle Class Money Club includes financial planning and educational resources but does not include discretionary investment management unless separately contracted.

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