$59.00 USD

6 monthly payments

Your payment information will be stored on a secure server for future purchases

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.

This is a one-time cost for lifetime access AS LONG AS the software company RightCapital allows software usage and although we don't anticipate this ever-changing, there are no refunds that will be given if termination is removed to the RightCaptial software. 

Confirming your purchase acknowledges this!

Retirement Planning Academy

You're so close! All that stands between you and your retirement goals is a personalized plan.

Join today and get INSTANT ACCESS to:

  • The same software I use for my clients (and in my videos).
  • Investment recommendations to protect your portfolio and grow your future income. Learn the exact investment philosophy I use for clients.
  • Steps to reduce taxes so you keep more of your hard-earned savings (i.e Roth Conversion, Tax-Gain Harvesting, etc.).
  • Lessons to help you understand where you are in relation to your early retirement and what you need to get there (how long until work is OPTIONAL).
  • My favorite resources to reduce hassle in your financial life (checklists, flowcharts, referrals, etc.).
  • Calculators to optimize healthcare costs, taxes, spending, etc.

 

 IMPORTANT ⤵️

This course and the tools are meant for educational purposes only and there is no specific financial advice nor recommendations for your specific financial strategy. We recommend working with an advisor directly if you want specific guidance.