

You Can Become Great With Money
Come Create Your Own Financial Plan
Certified Financial Planner ™
Personal Finance Enthusiast
Advisor, Mentor and Educator
Rich McCormack,CFP®
Let me show you how step by step
The Education You Deserve Taught By:

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15 Numbers You Need to Track

Education Center

Unlimited Access to All Courses and Quizzes!
Our education center consists of "Core Courses" to build your financial foundation, along with elective courses for more in depth learning on a specific topic.
Take quizzes to test your knowledge and use our worksheets to master each topic. Make sure to share your completion certificates so everyone knows you are becoming great with money!

Webinars and
Case Studies
Join our webinars where we bring on experts and take a deeper dive into specific personal finance topics. All webinars will be recorded so you can watch on your time.
Case studies are a great way to learn by example. I walk you through creating financial plans and coming up with strategies based on different stages of life.

Accountability Meetings, Member Spotlights, Group Discussions
Being part of a community that celebrates your wins, holds you accountable, and supports you during tough times can be priceless.
Accountability meetings are held monthly to keep us on track, member spotlights help us learn from each other, and group discussions give us all an opportunity to get involved.