Your Financial Life.
All in One Place.

Introducing the Financialize It! Program

A monthly membership that provides financial planning, tax guidance, investment support, and ongoing access to a dedicated advisor — for teens & parents, young professionals, and small business owners.

Need help managing your business finances? Explore FinancializeIt! for Business

Hand holding a growing money plant representing financial literacy and long-term financial growth from Sikes Financial Services

Here’s What You’ll Get:

A complete set of tools, resources, and advisor access in one simple membership.

The FinancializeIt! Program Includes:

  • Fun video lessons, tutorials, and exercises
  • A financial plan built just for you
  • A licensed advisor at your beck & call
  • Tax strategy, prep and filing support
  • Investing without the day-to-day stress*
  • A guided pathway to $20K, $2M, or $5.8M
  • Year-round use of all tools and resources

No more juggling multiple platforms, courses, and one-off advice.

* Investment management services are optional and may involve separate advisory fees based on assets under management. Any applicable fees are clearly disclosed before you decide to move forward.

Everything Works Together

A more connected way to learn, plan, and manage your financial life.

Easy-to-Follow Financial Lessons

Short, practical videos and exercises that help you understand what to do and when to do it.

A Plan that Grows With You

Your plan isn’t static. It’s built around your goals and updated as your life and priorities change.

Direct Access to a Licensed Advisor

Have a question or decision to make? You don’t have to figure it out alone. Guidance is always within reach.

Proactive Tax Strategy & Support

From planning to preparation and filing, your tax strategy is handled as part of your overall financial picture.

Investment Guidance Tailored to Your Goals

Stay invested with a clear strategy and professional oversight, without having to manage every detail yourself.*

A Clear Path To Reach Major Milestones

Whether you're working toward $20K, $2M, or beyond, you’ll have a structured roadmap to guide your progress.

* Investment management services are optional and may involve separate advisory fees based on assets under management. Any applicable fees are clearly disclosed before you decide to move forward.

Here’s What You’ll Get

Practical tools and guidance you can use right away.

Financial Literacy at Your Fingertips

Build real-world financial skills across four key areas: building your assets, optimizing your income, budgeting with intention, and reducing high-interest debt.

You’ll receive exclusive access to a library of straightforward, ondemand lessons, resources, and tools designed to help you apply these concepts in your own life, including proven approaches for paying down unsecured debt and improving cash flow.

Tax Planning, Prep & Filing Made Easier

As a FinancializeIt! member, you’ll receive all the support you need during tax season. Your advisor will assist you with tax strategy, tax preparation, and filing your return so you don’t have to tackle any forms, deadlines, or IRS regulations on your own.

Just imagine how reassured you’ll feel with a trusted professional at your side the entire time. Say goodbye to all the worry, stress, and confusion that used to accompany taxes!

A Financial Plan That’s Built For You

We’ll work with you one-on- one to develop a personalized financial plan that reflects your unique goals, priorities, and situation. Using this clear framework, you’ll be empowered to make confident decisions about your finances, including what to focus on now and what to plan for next.

And don’t worry – as your life and circumstances change, your advisor will help you revisit and adjust your plan so it keeps you on track.

A Dedicated Advisor at Your Beck & Call

Tired of making hard financial decisions all by yourself? As a member, we’ll pair you with a licensed financial advisor who will immerse themselves in your specific situation and goals. Together, you’ll develop a tailored plan, talk through any challenges or questions you have, and decide on practical next steps.

You’ll have the opportunity to meet with the same advisor as often as you need, creating continuity and a trusted relationship you can rely on.

Investing Without the Day-to-Day Stress

Investing often feels intimidating, especially if you’re still learning.

Join FinancializeIt! and we’ll make it much easier and less stressful. Your advisor will help you establish an approach to investing that fits your goals and risk tolerance. Moreover, they’ll guide you in setting up a portfolio and then manage and monitor your investments through all the market highs and lows, protecting your assets so you don’t lose any sleep at night.

A Guided Pathway to $2 Million

Gain immediate access to our proprietary online tools so you can build your very own $2M financial plan – tailored exactly to your particular situation, whatever it might look like.

The results page will show you how your current financial picture compares to program benchmarks so you can identify topics to dive into with your advisor. The result? Informed decision-marking so you can make the best possible choices right now for your financial future.

Built for Real People Like You

Alleviate the stress of everyday financial decisions.

For Young Professionals

Make sense of taxes, benefits, and major financial decisions as your career and income grow

Ask your trusted advisor questions as they come up and work together to continually update your financial plan

Avoid having to pay traditional advisory fees

For Small Business Owners

Get all the support you need when it comes to tax planning, cash flow, and your business’s financial structure

Use your FinancializeIt! advisor as a sounding board for important business decisions

Have a second pair of eyes monitor and manage your investment portfolio

For Teens & Parents

Build money skills early on with practical, real-world lessons

Learn how to talk about money together, manage allowances, and prepare for big first purchases like a car

Develop a tailored financial plan with a clear net worth goal in mind

For more comprehensive business support, try FinancializeIt! for Business

Geing Started is Easy

Only 3 simple steps to a more confident financial life.

Create Your Account

It only takes a few minutes to sign up. Cancel anytime.

Get Onboarded

Get onboarded and matched with your dedicated advisor

Receive 24/7 Access

Receive exclusive 24/7 access to all the courses, your personalized financial plan, tax and investment support, and a dedicated advisor year-round

What Makes FinancializeIt! Different?

Most people piece together courses, tax prep, and one-off advice. We offer a more integrated approach.

Common
Alternatives

  • Traditional Advisory Models:
    Advice is often tied to specific events or minimums, with less frequent touchpoints
  • One-Off Tax Prep:
    Help focused on filing season, with limited context around the rest of your financial life
  • DIY Courses:
    Learn concepts, then figure out how to apply them on your own
  • Disconnected Tools:
    Separate apps and platforms that don’t talk to each other

The Financializeit! Difference

  • FinancializeIt!:
    Consistent access to a dedicated advisor you can come back to as decisions come up
  • FinancializeIt!:
    Ongoing tax planning and filing support connected to your broader financial picture
  • FinancializeIt!:
    Learn financial principles and apply them with guidance, tools, and a personalized plan
  • FinancializeIt!:
    Education, financial planning, tax and investment support, and advisor guidance all in one place

FinancializeIt! brings together all the pieces that are often handled separately so you’re supported both before and after decisions — not just at one moment in time.

FinancializeIt! founder Eric Sikes in a suit and tie, serving small business owners, parents & teens, and young professionals who want a simpler way to manage their financial life
Meet Eric Sikes

Founder of FinancializeIt! and CEO of Sikes Financial Services

FinancializeIt! was created by Eric Sikes, CEO of Sikes Financial Services, a Registered Investment Advisory (RIA) firm. Eric has spent his career providing financial education and investment advisory services to young professionals, families, and small business owners.

As a licensed investment advisor and fiduciary, Eric is committed to acting in the best interests of his clients. His work combines financial education with real-world advisory experience, helping people move from learning concepts to applying them in their own financial lives.

FINRA financial regulatory oversight logo

Securities Investment Advisor

Series 65

Learn More About Eric

Built by professionals who understand both the principles of finance and the realities people face when making financial decisions.

One Simple Monthly Price

All-in-One Plan

$97/month.

  • Cancel Anytime

  • No hidden fees

It only takes a few minutes to get started. Cancel anytime.

Full access to all the courses

A personalized financial plan

Tax prep and filing support

Ongoing tax planning

Portfolio setup, management & monitoring

Access to your dedicated advisor

Ongoing support year-round

For business financials and reporting, explore FinancializeIt! for Business

  • How often can I meet with my advisor?
    You are encouraged to meet with your FinancializeIt! advisor as often as you need, whenever a question comes up or you need help making a financial decision. We recommend meeting with them at least once a quarter. Over the years, we’ve found that our members enjoy having ongoing access to an advisor who is familiar with their unique circumstances.
  • Who isn’t the right fit for this service?
    FinancializeIt! is designed for teens & parents, young professionals, and small business owners who want ongoing guidance and education around everyday financial decisions. It may not be the right fit for individuals with highly complex estate, corporate, or tax needs that require specialized, standalone advisory engagements.
  • How is this different from hiring a traditional financial advisor?
    Traditional advisory relationships often focus on specific events or are built around asset management and periodic meetings. FinancializeIt! takes a more integrated approach by combining education, planning, tax support, and ongoing access to a dedicated advisor in one experience. The focus is on helping people navigate real-life financial decisions over time, not just during major milestones.
  • Can I cancel anytime?
    Yes. You can cancel your account at any time. No long-term commitments are required.
  • Is this financial advice?
    FinancializeIt! transforms complex financial concepts into easy-to-understand lessons and connects each member with a dedicated, licensed advisor for guidance. The information we provide is there to support your decisions, not replace advice from your CPA, attorney, or other professionals.
  • What if I need help with my business finances too?
    FinancializeIt! focuses on your personal financial plan. If you need support managing your business finances, you can explore FinancializeIt! for Business, which is built to handle those needs.