It All Starts Right Here!


First up, take our flagship course "Master Your Family's Finances" where I walk you through 10 steps to create your financial plan.

Learn how to get organized, prioritize your goals, get out of debt, save for emergencies, invest for your future, reduce taxes, protect your family, and put your plan into action.

Let's Get Started!

1:1 Zoom Call with Me

Once you have completed the course, next step is to schedule a 30 minute zoom call with me. During this call you can ask me all the questions that came up while going through the 10 steps of creating your plan.

Sign Me Up!

Keep Learning & Growing

Now that you are making progress with your financial plan it is time to keep learning. You have access to all courses listed below with new courses continuously being added.

Continued Support

Drop in office hours to ask me anything, attend live webinars on timely topics, join our private Facebook Group, attend our monthly accountability meetings via Zoom

Let’s Go

You get everything in the Education Center plus lifetime access to all future content for a one time payment of $297!

For a limited time only $197!

But Wait! There is more. 😀 You also get access to:

  • Quizzes

    Test your knowledge as you progress throughout the education center. Multiple choice quizzes are included with each course. In addition, there are stand-alone quizzes for when you want more practice.

  • Calculators & Resources

    Workbooks, Budget Template, Downloadable PDFs, 401k Calculator, Roth vs Traditional Calculator, and many more resources.

  • Weekly Newsletter

    Members-only newsletter discussing the current market conditions, timely reminders, and unique strategies to help you reach your financial goals.

Frequently Asked Questions

  • Do I pay for each course individually ?

    No. Once you join the education center you get unlimited access to all current and future courses, live classes, quizzes, resources, and office hours.

  • How much does it cost to join?

    It is currently only $297 $197 for lifetime access. The price will go up as I continue to build out the content and grow the community so lock it in now!

  • If I sign up will you be my financial advisor?

    No. You are not hiring me to be your financial advisor when you enroll in the education center. It is for educational purposes only. No personal financial advice will be provided.

  • How long will I have access to the Education Center

    As long as the education center exists you will continue to have access for no additional costs.

  • Will you continue to add more courses and content?

    Yes! The plan is to have the education center grow into a library of personal finance courses and resources.

Instructor

Richard McCormack, CFP®

I always knew my life would be spent teaching people how to become great with money. It is what I was born to do. I have a passion for helping people figure out their finances. I truly enjoy it. Not all people are wired to deal with personal finances, but the truth is it is super important to live a happy life. I want to find a way to help people that struggle with all this stuff. I did not start this business to only help people that are already well off.

Richard McCormack, CFP®

I always knew my life would be spent teaching people how to become great with money. It is what I was born to do. I have a passion for helping people figure out their finances. I truly enjoy it. Not all people are wired to deal with personal finances, but the truth is it is super important to live a happy life. I want to find a way to help people that struggle with all this stuff. I did not start this business to only help people that are already well off.