Organize Your Finances and Build Your Legacy

Unlock your financial potential with The FI Mastery Journey, the ultimate guide to mastering your finances. Explore our curated resources and engage on a transformative 12-month expedition to gain the confidence and knowledge to take full control of your destiny.

MONTHLY THEMES

Each month, take a thematic, step-by-step approach to mastering your finances. This 12-month journey will help you gain the confidence and knowledge you need to take the next steps.

 

WEEKLY DIRECTION

Go from novice to expert with our proven weekly resources expertly designed to help you gain the confidence and knowledge to you need to take control of your financial destiny.

 

PROFESSIONAL GUIDANCE

Still struggling to get your financial house in order? No sweat. Partner with an expert who specializes in working with tech professionals and business owners just like you.

 

Weekly Resource Library

Have access to our growing library of robust resources to help you organize your finances and craft a legacy that will last the test of time.

12 Months of Discovery, Exploration, and Transformation

Across this year-long journey, you’ll use our curated resources to gain the confidence and knowledge to take control of your financial potential. Transform from novice to expert as you learn the financial basics and create order and purpose for your money.

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Conquer Financial Chaos and Give Your Money Purpose

Discover the tools to help tech professionals and business owners master their finances and build lasting legacies. From understanding the basics to becoming a financial maestro, the FI Mastery Journey will help you achieve financial independence.

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Join the FI|Mastery Journey!

Step 1: Set Target

Identify your values, priorities and goals

Step 1: Set Target

Identify your values, priorities and goals

Step 2: Gather Data

Review your financial situation

Step 2: Gather Data

Review your financial situation

Step 3: Analyze & Strategize

Analyze your financials and prepare winning strategies

Step 3: Analyze & Strategize

Analyze your financials and prepare winning strategies

Step 4: Action Plan

Review and discuss 12-month implementation schedule

Step 4: Action Plan

Review and discuss 12-month implementation schedule

Step 5: Accountability & Problem Solving

Regularly scheduled meetings to make your plan a reality

Step 5: Accountability & Problem Solving

Regularly scheduled meetings to make your plan a reality

Step 6: Ongoing Maintenance

Follow the FI Mastery Journey to keep your financial house in order

Step 6: Ongoing Maintenance

Follow the FI Mastery Journey to keep your financial house in order

Weekly Podcast

Listen to Weekly Resources to Keep Yourself Educated and Inspired

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