For just $99 a month (for 12 months), you’ll explore topics designed to make you the best CFO you can be. Learn strategies employed by the wealthy, including Family Office Practices to build, protect, and grow generational wealth.
With monthly expert-led sessions, we’ll cover essential areas like retirement strategies, estate planning, tax optimization, smart investing, and more. You’ll gain actionable insights, step-by-step guidance, and exclusive resources to master your finances.
Whether you’re aiming to recover from past mistakes or unlock new opportunities, the CFO Society could be your gateway to financial clarity, confidence, and control.
Start your journey today and take charge of your financial future!
Want to save even more? Pay annually for just $990 and save two months of membership fees—a $198 discount!
This one-time payment ensures you don’t miss a single session or resource and maximizes the value of your financial journey all year long.
Since 2007, I have been working with folks to brighten their financial future! As a former financial advisor, brain coach, and now founder of The Financial Coaching Institute, I have been helping clients in virtually every financial aspect you can think of.
From saving and spending, to investing, money mindset, retirement planning, automating, educational planning, personal development, caregiving, estate planning, trading business development, masterminding, family offices, and so much more!
And through it all, I have discovered the subtle nuances that make a BIG difference in the success of the few that thrive vs. the majority that sputter.
That is why I was hired to help others!
I have not only been coaching and teaching it, but I have actually also been using these strategies. I have made lots of mistakes, but I have also done most things thoughtfully, prudently, and successfully. And through it all, here is the most important discovery I can share with you…
Since 2007, I have been working with folks to brighten their financial future! As a former financial advisor, brain coach, and now founder of The Financial Coaching Institute, I have been helping clients in virtually every financial aspect you can think of.
From saving and spending, to investing, money mindset, retirement planning, automating, educational planning, personal development, caregiving, estate planning, trading business development, masterminding, family offices, and so much more!
And through it all, I have discovered the subtle nuances that make a BIG difference in the success of the few that thrive vs. the majority that sputter.
That is why I was hired to help others!
I have not only been coaching and teaching it, but I have actually also been using these strategies. I have made lots of mistakes, but I have also done most things thoughtfully, prudently, and successfully. And through it all, here is the most important discovery I can share with you…
Five Comprehensive Modules: Dive into video lessons, worksheets, quizzes, and exercises that address everything from money mindset, saving, spending, and savvy investing.
Discover Your Money Personality: Uncover how your unique traits affect your financial decisions and how to use them to your advantage.
Overcome Limiting Beliefs: Break free from the mental barriers that have kept you from achieving your financial potential.
Actionable Strategies: Get practical, step-by-step guidance on how to implement smart financial habits into your daily life.
Expert Tips and Resources: Access a wealth of knowledge to optimize your financial performance.
Bonus #1: Ways to Reduce Your Money Stress (Valued at $197 - Yours FREE)
Gain proven strategies to manage financial stress, and develop a positive money mindset, enhancing your financial peace and well-being.
Bonus #2: Finally Stop Procrastinating with Money (Valued at $297 - Yours FREE)
Learn why you procrastinate with money and how to conquer it. This bonus equips you with the tools to take immediate action towards your financial goals, boosting confidence and breaking the cycle of procrastination.
Bonus #3: Conflict Resolution for Couples (Valued at $197 - Yours FREE)
Navigate financial discussions with your partner with ease. This training provides strategies for effective communication, avoiding disagreements, and building a unified financial future.