Everything You Need to Organize Your Finances and Build Your Legacy

Master your journey to financial independence with our curated weekly insights, transformative courses, and expert podcasts. As the first in your family to achieve a high degree of success, you deserve a roadmap to translate your high earnings into an enduring legacy for your family.





















Proactive Guidance to Help Tame the Chaos

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.



The FI Mastery Podcast

Listen to weekly resources in audio form to help keep your financial house in order and so you can live your legacy.

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Education Portal: 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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Work with a Professional: 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.

Step 1: Set Target

Identify your values, priorities and goals.

Step 2: Gather Data

Review your financial situation.

Step 3: Analyze & Strategize

Analyze your financials and prepare winning strategies.

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 6: Ongoing Maintenance

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

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