Everything You Need to Manage Your Money – All in One Place

Introducing the Financialize It! Program

A simple, all-in-one monthly membership that brings together financial planning, education, tax and investment support, and ongoing access to a dedicated advisor – for teens & parents, young professionals, and small business owners.

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.

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 Financialize It! 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

Geing Started is Easy

Only 3 simple steps to a more confident financial

Create Your Account

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

Get Onboarded

Get onboarded and matched with your dedicated advisor

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.

Meet Eric Sikes

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 commied 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.

Securities Investment Advisor

Series 65

Learn More About Eric