Your relationship with money tells a unique story - one shaped by experiences, beliefs, and habits. Our Money Psychology Quiz helps illuminate your current money perspective and sets the foundation for financial clarity and confidence.
On your own time, effortlessly connect all of your financial accounts to our software solution, Command Center. Command Center works quietly behind the scenes, keeping your financial data fresh and organized. No need to manually input or update anything - just check in whenever you want a clear view of your money story.
Understand exactly where you are at financially. Define your key money goals, from debt payoff to dream vacations, and create your realistic budget and money plan.
By the end of your third session, your money plan has been finalized. It is live on Command Center. You will also have access to a PDF version.
Focus is staying on course with your money plan, money psychology, and various ways to grow your net worth over time. The curriculum can also change based on what our community wants to learn most.
