Terms and Conditions
Before you enroll, please take a moment to review these terms and conditions. By purchasing and participating in this course, you agree to abide by the policies outlined below.
Course Access AND Software Access is upon successful enrollment, you'll gain immediate access to the course materials, including video lessons, downloadable resources, and a private community forum. Your access is valid for the lifetime of the course. However, I reserve the right to remove, modify or update any content as needed.
Course Usage
This course is for your personal use only. You cannot share access, materials, or content with any other individuals. Screen recording, downloading, redistributing or reselling any portion of the course is strictly prohibited. Please respect the intellectual property rights involved.
No Guarantees
While the course content is highly actionable, I cannot guarantee any specific results. Your progress depends on your consistent effort, dedication, and ability to implement the strategies taught. There are no "get rich quick" promises here.
Refund Policy - I do not offer refunds. The reason for the affordability is to ensure you can begin optimizing without significant effort from my team to go back and forth processing refunds. If you have significant concerns and go through the entire course and aren't satisfied, just email me the reason and I'll shoot you a reply.
Changes to Terms
I reserve the right to update or modify these terms at any time. Your continued participation in the course after any revisions constitutes acceptance of the new terms.
By enrolling, you affirm that you have read, understood, and agreed to all the above terms and conditions. I'm excited to have you in the academy!
This course and the tools are meant for educational purposes only and this is not specific financial advice nor recommendations for your specific financial strategy. We recommend working with an advisor directly if you want specific guidance.
There is a one-time cost of $297 and an option to pay $30/year for annual access to the software (starting January 1st, 2026).
As many of you are aware, the software you have access to is the same financial planning software we use for our clients at Root. Under our arrangement with the software provider, we paid a fixed fee and were able to offer you access to this software under that arrangement.
However, as of September 1st, 2025, the software provider is implementing a new annual cost to Root for each user profile on the platform.
To ensure we can continue to provide you access, we’ll need to introduce a $30/year maintenance fee for all users.
Regardless of when you enrolled in the academy, this $30/year subscription will begin starting on January 1st, 2026 so you have access through the end of the year with no additional fee.
We are covering the cost for all existing academy members until January 1st, 2026.
There is NO SUPPORT PROVIDED BY THE SOFTWARE COMPANY RIGHTCAPITAL for this course.
Confirming your subscription acknowledges this!