Everything You Need to Build and Follow a Real Financial Plan
You don’t need to be super wealthy to get professional financial guidance. The Club gives you structure, clarity, and step-by-step support.
What You Get Inside the Club:
​​✔ Your Complete Financial Plan
We’ll build your personalized plan together using RightCapital — the same software used by top advisory firms. ​
•Budgeting • Debt payoff • Retirement planning • Investments • Insurance • College planning • Cash flow • Net worth statement​
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You’ll know exactly where you stand and what to do next.
✔ Monthly Office Hours
Live Q&A sessions where members can ask questions, get guidance, and learn from each other.
✔ 6-Month Review Meeting
Every six months, we meet to:
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Review your progress
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Update your plan
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Adjust goals
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Tackle any new financial challenges
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Track performance
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Review Investment Allocations
✔ Webinars & Live Trainings
Deep-dives on topics like:
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How to invest the right way
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Taxes for middle-class families
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Retirement planning
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Budgeting strategies
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College savings
You’ll also get recordings.
✔Step-By-Step Video Library
Short, practical lessons covering all major areas of personal finance.
Simple. Actionable. No jargon.
✔Tools, Templates & Checklists
Downloadable resources to help you implement everything we discuss.
How It Works:
Step 1 — Book an Intro Call to Discuss the Process
I will send you a client agreement and an invite to RightCapital.
Step 2 — Schedule our first Zoom meeting
Together, we’ll create your financial plan inside RightCapital.
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Step 3 — Implement With Support
Use videos, trainings, office hours, and check-ins to follow through.
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Step 4 — Review Every Six Months
We update your plan so it always reflects your real life.
Who the Club Is For
Perfect for Middle-Class Families Who Want Real Guidance Without High Costs
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This club is designed for you if:
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You want a clear financial plan
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You want help making smart financial decisions
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You want to get out of debt faster
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You want to save more for retirement
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You want to invest the right way
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You want accountability to follow your plan
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You want trusted financial guidance without big advisory fees
Not for you if:
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You want full investment management
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You want unlimited 1-on-1 meetings
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You want unrestricted access to me
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Your situation is highly complex
(For those cases, AUM or Retainer is a better fit.)
What's Included
Feature
Included
Initial financial plan
RightCapital access
6-month review meeting
Monthly office hours
Webinars & live trainings
Step-by-step video library
Tools, templates & checklists
Ongoing support & guidance
Discounted Hourly Rate (if needed)
Unlimited access & meetings
Investment Management