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Learn the steps I took to pay off $50,000 in student loans AND reach my first $100k in just 4 years!
Start making investment decisions on your own without a financial advisor -- saving yourself thousands in fees!
Calculate your own retirement investment projections, net worth, savings goals, debt payoff plan, FI/RE #, and more!
Be empowered to start taking control of your money and building long term generational wealth for you and your family!!
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I just finished watching this course and wow, I loved it! It was exactly what I was looking for; full of helpful and easy to understand information, and s...
Read MoreI just finished watching this course and wow, I loved it! It was exactly what I was looking for; full of helpful and easy to understand information, and step-by-step how-to. This is definitely the best money I’ve ever spent! There is no excuse not to start building my wealth. Also, the financial planner is great! Im a visual person and the planner makes it so easy to input information and understand where I’m at and where I want to get to. Thank you so much, Chris!
Read LessMoney (earning it, spending it, saving it, investing it...) can be an overwhelming topic, but Chris breaks it all down for you into bite sized chunks that ar...
Read MoreMoney (earning it, spending it, saving it, investing it...) can be an overwhelming topic, but Chris breaks it all down for you into bite sized chunks that are easy to digest. I'm a visual learner and - like many millennials raised with social media and instant gratification - I can have a short attention span. Luckily, this course uses well-designed graphics in short snippets to get you the best information quickly and effectively. Plus you can start and stop as many times as you need if you're busy (or lazy...) like me. I also enjoy the quizzes, which add an interactive piece and help keep me engaged. With Chris' help, I have a new mindset and focus on financial freedom and becoming "work optional." Thank you, Chris!
Read LessChris is great! This course is straight to the point. It is easy to understand! I wish there was a course like this back then! This definitely help me distin...
Read MoreChris is great! This course is straight to the point. It is easy to understand! I wish there was a course like this back then! This definitely help me distinguish my overall financial goals. He is also responsive when you reach him out which is the best! Some people just ignore your questions. But, Chris makes sure that he is able to answer your question and guide you through his advice and tips. Thank you Chris!
Read LessThis course was amazing! It was the perfect length. Not too long, not too short. It provided me with the insight and knowledge on personal finance, investing...
Read MoreThis course was amazing! It was the perfect length. Not too long, not too short. It provided me with the insight and knowledge on personal finance, investing for the future and how to manage for the future. It was exactly what I was looking for to get me on the path towards financial freedom! Not to be overlooked are the additional resources, which I am definitely going to start using immediately.
Read LessThis is a great program that goes as fast and as slow as you need (rewind or fast forward). I appreciate how he explains each step clearly and also gives you...
Read MoreThis is a great program that goes as fast and as slow as you need (rewind or fast forward). I appreciate how he explains each step clearly and also gives you ideas of how you could do it to better suit your individual needs. Very informative as I am a novice with investing, but now I know there are other things I should take care of prior.
Read LessChris really has a knack for making learning about finance easy, interesting, and fun! This course taught me many things I didn't know, and made the process ...
Read MoreChris really has a knack for making learning about finance easy, interesting, and fun! This course taught me many things I didn't know, and made the process super simple!
Read LessChris was so helpful during our one on one and I knew his course would be even more valuable for my mom and I! I feel much more confident in investing now, a...
Read MoreChris was so helpful during our one on one and I knew his course would be even more valuable for my mom and I! I feel much more confident in investing now, and I love knowing that Chris is still available to help anytime I may need it. I would definitely recommend this course to anyone wanting to reach their financial goals!
Read LessI got into this course looking for a template to manage my net worth and boy am I happy with the way Chris clearly details every aspect of attaining financia...
Read MoreI got into this course looking for a template to manage my net worth and boy am I happy with the way Chris clearly details every aspect of attaining financial freedom given our lifestyle and daily pressures of achieving milestones! Thank you Chris for the templates and easy and clear way of explaining the different plans and steps to being financially secure :)
Read LessHonestly, I lagged in taking this course. I wasn't mentally ready to slap my wrist with my spending habits but finally one night, I decided to put my airpods...
Read MoreHonestly, I lagged in taking this course. I wasn't mentally ready to slap my wrist with my spending habits but finally one night, I decided to put my airpods on while my baby girl was sleeping next to me. I wanted to make our financial future a better future. 1.5 hours later and I want to cry at how amazing this course was! It's a lot of information which is why I initially started it when I first bought it, got overwhelmed, and didn't log in until 4 months later. Anyways, the information is perfectly stated and detailed just enough to not feel overwhelming after you get in the groove. I enjoyed all aspects of the course. I especially enjoyed the investing portion as that is what is most scary for me. I can't say enough great things about this course because it simply is that amazingly easy to understand and will motivate you to make a change. I greatly enjoyed the speed option as it accelerated my time spent. I will definitely rewatch as time passes and I pay down more debt or if I have questions. Great course Chris!
Read LessIntroduction (~ 5 min)
1.1 Set the Foundation (~ 21 min)
1.2 Level Up your Money Mindset (~ 6 min)
1.3 Why Net Worth Is Important (~ 2 min)
1.4 How to Crush your Goals (~ 2 min)
1.5 My Tips for Allocating (~ 2 min)
1.6 My Expense Tracker (~ 2 min)
Recap: Module 1 (~ 1 min)
Knowledge Check #1
2.1 Start Taking Action (~ 25 min)
2.2 How to Increase your Savings (~ 3 min)
2.3 You Need an Emergency Fund (~ 2 min)
2.4 What about Student Loans? (~ 5 min)
2.5 The Behaviors of Debt (~ 6 min)
Recap: Module 2 (~ 1 min)
Knowledge Check #2
3.1 The Stock Market In 5 Minutes! (~ 5 min)
3.2 Basics of Investing (~ 25 min)
3.3 Investment Accounts (~ 3 min)
3.4 The Traditional IRA (~ 4 min)
3.5 Picking A Brokerage (~ 4 min)
3.6 Don't Forget About Inflation (~ 1 min)
Recap: Module 3 (~ 1 min)
Knowledge Check #3
4.1 Key Principles of Investing (~ 32 min)
4.2 The Rule of 72 (~ 2 min)
4.3 The Impact of Fees (~ 3 min)
Recap: Module 4 (~ 1 min)
Knowledge Check #4
5.1 How to Start Investing (~ 15 min)
5.2 How to Research Investments (~ 3 min)
Recap: Module 5 (~ 1 min)
Knowledge Check #5
6.1 Build Your Investment Portfolio (~ 23 min)
6.2 My Investment Portfolio (~ 2 min)
6.3 Rebalancing Your Portfolio (~ 2 min)
6.4 5 Investing Mistakes to Avoid (~ 4 min)
6.5 Investing Q&A's (~ 5 min)
Recap: Module 6 (~ 1 min)
Knowledge Check #6
7.1 How to Achieve FI/RE (~ 15 min)
7.2 How I Paid Off $50k In 2 Years! (~ 6 min)
7.3 How I Reached My First $100k! (~ 4 min)
7.4 My Wealth Planner + Case Study (~ 16 min)
Recap: Module 7 (~ 1 min)
Knowledge Check #7
8.1 Putting It All Together (~ 12 min)
Investing For your Kids (~ 9 min)
A Deeper Dive: 401k (~ 3 min)
A Deeper Dive: Roth IRA (~ 3 min)
Solo 401k vs. SEP IRA (~ 3 min)
Employee Stock Purchase Plan (ESPP) (~ 2 min)
3 Types of Taxes (~ 4 min)
Deduction Basics (~ 3 min)
My Best Money Tips (2023)
Redeem Your 1:1 Coaching Session👇
📌 2023 Monthly Expense Tracker 📌
Download My Resources
Money Accounts Quick Guide (2023)
Investment Account Cheat Sheet (2023)
Links to Money & Investing Resources
USA/Canadian Crosswalk
You want to start investing for retirement, but find it overwhelming and don't know where to start!
You have money invested but you're not sure if you're "invested in the right funds"!
You want to start building a strong foundation with money for you and your family's future!
Financial literacy and securing your financial future is extremely important!
How Do I Redeem the 1:1 Coaching Sessions?
Once enrolled, you'll receive a private link to book your FREE 30 min 1:1 coaching sessions with me. I recommend going through the course first so I'll be able to answer specific questions that you have! The 1:1 coaching sessions NEVER expire so use them at your own convenience.
How long does it take to complete the course?
I know life gets busy. That's why the course is self-paced and includes 4 hours of video content, quizzes, and resources. Take your time to understand the material at your own pace. Most students finish the course and start taking action within 4 weeks.
How long will you have access?
You will have lifetime access to this course! Rewatch any content at any time.
Do you offer refunds?
My goal is always to offer you value! A 100% refund is available if the course does not meet your satisfaction within 7 days of purchase with a written explanation and proof of work.
I have been following Chris for some time now and I have both his Build a strong foundation ebook and his Financial Freedom for millennials that I re-read o...
Read MoreI have been following Chris for some time now and I have both his Build a strong foundation ebook and his Financial Freedom for millennials that I re-read over and over and over but let me tell the best part about this journey is watching someone who’s a working class like me actually living, breathing, and practicing what he is teaching which is hands down why you're getting more value than just a price. Watching him building generational wealth for his family for his daughter is so motivating that I want to start investing and opening 529 account and brokerage account for my kids and I don’t even have kids and probably won’t for a while as I’m 24 yrs but this is how much this man's life and teachings are impacting me!!!!!!! Financial Literacy is the first step to Financial Freedom.. First you learn then you earn!
Read LessI didn't know what to expect with this course but boy , was I blown away! This course is organized, easy to follow, and full of visuals. Chris breaks down p...
Read MoreI didn't know what to expect with this course but boy , was I blown away! This course is organized, easy to follow, and full of visuals. Chris breaks down paying off debt/savings/investing into small chunks which makes it easy to digest the information. I love that he adds to the course over time so it feels like I get more than what I paid for. Chris also gives very useful excel sheets to keep track of your expenses and FI number. I use it daily to make sure that I'm saving the right amount for retirement!
Read LessThis course is exactly what you need to get a solid foundational understanding of what personal and PRACTICAL finance is. Chris breaks down major concepts in...
Read MoreThis course is exactly what you need to get a solid foundational understanding of what personal and PRACTICAL finance is. Chris breaks down major concepts into easily digestible modules, complete with relatable and realistic examples to show how the concepts can apply to your everyday financial decisions. Everything from saving smartly, to investment vehicles to set you up for retirement, to additional reference resources - this course will set you up in the right direction if you're starting from scratch or want a refresher on the concepts. Definitely recommended!
Read LessI was never taught about money growing up. Now I’m in my 30s and just starting to take ownership of my finances. This course lays everything out in such a di...
Read MoreI was never taught about money growing up. Now I’m in my 30s and just starting to take ownership of my finances. This course lays everything out in such a digestible way, I don’t get confused or overwhelmed and it makes me hopeful and feel capable of taking the first steps towards financial literacy and freedom. Can’t say enough good things!
Read LessExcellent way to kick start your financial journey.
Excellent way to kick start your financial journey.
Read LessI have really enjoyed this course! I have always been good with money but have never fully understood investing and have never been too confident in this are...
Read MoreI have really enjoyed this course! I have always been good with money but have never fully understood investing and have never been too confident in this area. I'm excited to switch some things up and take control instead of relying on someone else to figure it out for me. Great job on your course Chris!
Read LessI always knew I wanted an additional IRA account outside of my employers retirement account but account types and the stock market overwhelmed me. This cours...
Read MoreI always knew I wanted an additional IRA account outside of my employers retirement account but account types and the stock market overwhelmed me. This course made me feel confident in opening my first Roth IRA account and investing in index funds and buying ETFs today! I also enjoy having all of the trackers that are available through this course. I loved doing my expenses through the expenses tracker AND calculating my net worth!
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