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 The  Blueprint to Successful Money Management

Stop living paycheck to paycheck, clear your debt

and live the life you deserve

Yes, you can absolutely be successful with money

Managing your finances is not as complicated as many people believe it to be. You don’t need to be an “expert” to be successful with money.

Yes, you do need some basic technical knowledge to know what to do with your money. However, It’s not difficult to learn the fundamental principles of managing money like paying off debt and saving. Thousands of blogs give “how-to” technical knowledge on managing money away every day for free.

The truth is managing money is simple.

If managing money is simple, then why do so many people struggle with their finances?

Because another truth is that managing money is hard. Just because something is simple does not make it easy. Having technical knowledge is excellent, but it means nothing if you don’t know how to apply it within the context of your life.

If you’ve ever felt stressed out about money, and you’re not happy with where your finances are at right now, I want you to keep reading because you need to know and believe that you can absolutely become great at managing money.


Let’s review the three requirements to be a great money manager.

The three things you need to be successful with money:


1. The right mindset.

2. Technical knowledge.

3. A system to turn knowledge into action.

The right mindset


You can know everything there is to know about paying off debt, saving and investing or anything to do with money, but it means nothing if you don’t have the right mindset.

When I say the right mindset, you simply need to believe that it is possible for you to be successful with money.

If you are struggling financially, it’s easy to fall into the trap of believing that today’s reality is how it will always be. This belief sets up a self-fulfilling prophecy. If you don’t have hope that things can get better, what is the point of applying any technical knowledge you might have?

Once you believe that financial success is possible for you, it’s critical to define what that success looks like. Everyone will say they want to be successful with money, but so few people can articulate what that means to them.

Start by merely finishing the following sentence; I will feel successful with money if…

The first thing you need to be successful with money is the right mindset.

Technical knowledge


Once you have the right mindset and you are excited to take action, the next thing you need is technical knowledge.

Again, you do not need to be an expert.

You only need to know some basic concepts about managing money.

  • Tracking your spending.

  • Creating a budget that locks in your goals and some basic information.

  • How and why to build an emergency fund.

  • How to efficiently pay off debt.

  • The smart way to invest your money and build wealth.

  • How to increase your income while keeping your spending under control.


That’s all the technical knowledge you need to be successful with money.

A system to turn knowledge into action


Once you have the right mindset and all the technical knowledge required to manage your money, there is still one critical piece missing.

You need to be able to turn that motivation and knowledge into action.

  • Knowing the difference between the snowball method and the avalanche method to debt repayment is technical knowledge.

  • Figuring out which method works better for you and sticking with that method until you have paid all your debts is action.

Knowledge without action is useless. For every piece of technical knowledge listed above, you need a system to ensure you take the proper action.

You have to ask yourself 3 questions

How can you change your mindset?

Where can you learn technical knowledge?

How do you adopt a proven system to implement that technical knowledge?

If you can answer all three of these questions, you have everything you need to become successful with money.

I’ll make it easy for you and tell you that the answer to the above questions will lead you to the conclusion that you need to adopt one of three options to manage your money.

Three options to successfully manage your money

  1. Keep doing what you’re doing.

  2. Hire a financial advisor.

  3. Learn and implement a simple system to manage money on your own.

You have 3 options


Option one: Keep doing what you're doing.

This option is for people who:

  • Are Debt-free.

  • Have a fully-funded emergency fund.

  • Are saving enough for retirement.

  • Have a budget that locks in their financial goals

  • Are spending money on the things they value most in life.

  • Aren’t stressed about money

If this sounds like you, then keep doing what you’re doing because it’s working. If not, you’ll need to consider options two and three.

Credit Card

Option two: Hire a financial planner


A financial planner who earns their paycheck will tick all three boxes to help you successfully manage your money.

  1. They will act as a coach and help you develop the right mindset.

  2. A great financial planner will have all the technical money knowledge you will ever need.

  3. They will help you implement a system to turn technical knowledge into action.

Hiring a great financial advisor is the best option for those who can afford it.


The only question is, can you afford it? An excellent fee-only financial planner will charge anywhere between $150-$300 per hour.

Image by Sharon McCutcheon

Option three: Learn a simple system to manage money on your own

If you’re not happy with the current state of your finances and you can’t afford $150-$300 per hour to fire a financial planner, then there is only one option that remains.

You need to learn how to manage money on your own.

This option is for everyone else and is the reason I created this course.

After Taking the Course:

You will have all three things you need to be successful with money.

  1. In section 1 of the course I will challenge you to define what financial success looks like for you and why it is worth it for you to take control of your financial life.

  2. In Sections 2-6 you will learn all the necessary technical knowledge you need to manage money.

  3. Section 7 discusses the power of automating your finances to ensure you achieve your goals. You will also learn how to "tilt the numbers in your favor".

Most importantly, you'll have support from someone who gives a damn. I know what it feels like to live in debt, barley scraping by. The entire reason I created this course is to give people the tools and inspiration to live a fulfilling life and make decisions based on what you want to do, not what you can afford to do.

What's in the course?

1.) 67 lessons covering everything from creating financial goals to explaining how a side hustle can accelerate your path to financial independence and everything in between.

2.) A custom-built excel workbook that crunches all of the numbers for you. All you need to input are your goals.


3.) Bonus materials including printable worksheets for budgeting, tracking your spending, and measuring your debt repayment goals.


You also receive lifelong access to the course.

We are constantly adding new material that you will have access to, regardless of when you enrolled. This course will continue adding value long after you've completed it.


And of course, you can ask me any questions you might have along the way. E-Mail me at any time and I'll get back to you ASAP.

Here is a sample lesson where you receive your custom debt repayment plan.

Can I afford this course?


This course costs $28, which might seem like a lot of money.

Do you know what’s a lot more money? $500-$1,000. Which is what most online courses of this detail and quality will cost you.

And do You know what’s even more money that? $2,000. Which is the starting rate to work with most fee-based financial planners.

And I’ll tell you what is more expensive than any of these options, which is to keep spinning your wheels and not knowing how to manage your money.

So, yes $28 might feel like a lot of money but this is an investment. You will be getting real value for your money.

Let me make things simple for you by removing all the risk from you and putting it all on me. If at the end of 30-days, you do not feel like I have delivered enough value to justify the cost of the course, I will give you your money back.

No questions asked.

I know the value of this course, so I am more than happy to make the bet that you will be fully satisfied with the value this course provides. 

Pricing plans

Here’s what happens after you enroll

  • You will get immediate access to section 1 & 2 of the course which covers how to set smart
    financial goals, a new way of tracking your money and how to align your money with what you value.


  • On day 7 you get access to section 3 of the course where you will calculate your net-worth and learn everything you need to know about your debt.

  • On day 14 you get access to section 4 of the course where you will receive your debt-free plan.

  • On day 21 you get access to section 5 of the course where you will learn everything you need to know about retirement savings.

  • On Day 28 you will gain access to sections 6 & 7 where you will create a budget that locks in your financial goals and you will learn advanced personal finance techniques to tilt the numbers in your favor.

  • You'll also get access to all of the bonus lessons and printables to help you organize your finances.

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