Your independent strategy coach

Start with the free Homebuyer worksheet and work the purchase itself, step by step.

If you want couple-wide guidance long before the purchase and long after you've moved in, choose either paid plan:

The Financial Health Check is a basic worksheet built for existing homeowners: stay on track as a homeowner and be ready for buying another property, refinancing, restructuring your mortgage, vehicle purchases, home renovations, and more. It's not fully holistic.

Choose either paid plan to connect your health check into a complete 12-month household plan — with daily group workshops behind you. The $500 12-Month Lifestyle Plan - Self-Directed is one payment — same fee solo or as a couple; 12-Month Lifestyle Plan: Personal Coach (1:1 Coaching) is built and maintained for you.

Work it on its own with the free Vehicle Purchase Capacity Guide — what your household can truly carry, not just what you can get approved for.

If you want the vehicle decision inside your whole household picture, choose either paid plan — your plan, your numbers, and daily group workshops behind you. The $500 12-Month Lifestyle Plan - Self-Directed is one payment — same fee solo or as a couple; 12-Month Lifestyle Plan: Personal Coach (1:1 Coaching) is built and maintained for you.

Join the Free Membership and get the virtual guides and live workshops on improving the collaboration of your professional network — no worksheet to bring or select for this topic. In the free membership list, this option is labelled as guides & workshops rather than as a worksheet.

Both paid plans connect you to our professional strategy network — advisors who see your household Money DNA and work as a team around your plan, instead of approaching you one product at a time. Choose the level of support that fits:

Join the Free Membership and get the virtual guides and live workshops on debt reduction strategy — no worksheet to bring or select for this topic. In the free membership list, this option is labelled as guides & workshops rather than as a worksheet.

The 12-Month Lifestyle Plan - Self-Directed gives you the complete household plan to tackle debt in context — balances, rates, cash flow, and your 12-month strategy — with daily group workshops behind you. The $500 is one payment — same fee solo or as a couple.

If you want it built and maintained for you, 12-Month Lifestyle Plan: Personal Coach (1:1 Coaching) adds active 1:1 monthly guidance while we build your debt plan into your full household plan.

Join the Free Membership and get the virtual guides and live workshops on improving your credit score profile — no worksheet to bring or select for this topic. In the free membership list, this option is labelled as guides & workshops rather than as a worksheet.

The 12-Month Lifestyle Plan - Self-Directed gives you the complete household plan to improve credit in context — utilization, payment structure, card strategy, and your 12-month plan — with daily group workshops behind you. The $500 is one payment — same fee solo or as a couple.

If you want it built and maintained for you, 12-Month Lifestyle Plan: Personal Coach (1:1 Coaching) adds active 1:1 monthly guidance while we build your credit plan into your full household plan.