We pull back the curtain to simplify heavy financial ideas and make learning finance far less complicated. You’ll learn at your own pace through an online learning system of video lessons, worksheets, supplementary handouts, and more. You’ll learn how the experts make decisions and why.

As you learn about financial principles, you build your own $2,000,000 financial plan using our proprietary online tools. A personalized results page will compare your current numbers to the program benchmarks and highlight key areas to discuss with your financial advisor.

Put your knowledge into action with your financial advisor’s guidance. You will work together in one-on-one meetings to optimize income, maximize assets, eliminate unsecured debt, and maintain a percentage budget. Your advisor also guides you through creating your investment portfolio.