Planning for the future is hard (um, hello, 2020).
But what if you could feel more in control of your finances and have a plan for whatever curves life may bring?
You’re paying your bills. And when we say bills, we mean ALL of them.
You're fielding expensive emergencies, like that vet visit, as they pop up.
You're kind of feeling in control of your finances month to month.
And you’re contributing to savings or retirement accounts for “some day.”
But you have no idea what “some day” looks like, or if you’re on track to get there.
And that’s just the tip of the iceberg when it comes to the questions. Ohhh, the questions...
You know there are people out there who help with this kinda thing… (psst, we do!)
Unfortunately, we know that our industry doesn’t offer the most accessible guidance on how to manage finances and prepare for the future. We want the buck to stop with us (pun intended 😉).
We also want to stop the bad advice train, and give you some guidance from certified financial advisors — not the people who just play them on the internet.
But you’re not ready to hire a financial advisor just yet.
What you need is a tool to help you get your finances all figured out, and that makes it easy to plan for the future — whatever that may be. And you need it to be easy enough for you to do by yourself.
No conflicting advice from the “money gurus” out there, no late night Googling. Just clear and simple financial steps you can take yourself.
Is Wealth by Design™ DIY for you?
Instead of complex mumbo-jumbo you get to plug-and-play your numbers into easy-to-use calculators so you know what you need to reach your financial goals.
Inside Wealth by Design™ DIY, you'll find:
📹 8+ video modules walking you through every step
📝 Workbooks, checklists, spreadsheets, and more
✨Our MASTER CALCULATOR (this is where the magic happens)
The program was created by two CERTIFIED FINANCIAL PLANNER™ professionals — who don’t work for your grandpa. If you hate all the outdated financial advice out there, Wealth by Design™ DIY is perfect for you.
And we’re bringing it to you for a fraction of the cost of traditional financial planning services.
So… what’s inside the program, already?!
After you complete this DIY financial program, you'll walk away with a total financial plan, and you'll know your savings, investment, insurance, and estate planning goals.
No more guessing. No more wondering if you’re screwing it all up. And if you own a business, you’ll have a plan for your revenue, profit, and vision.
Calculate your emergency funds
Get clear on how much you should be saving
Figure out how much insurance you need
Create a budget (that doesn’t get blown ASAP)
Build your net worth statement
Understand investment strategies + risk tolerance
Create a legacy plan for your family
Succeed as a biz owner + keep revenue flowing
There’s a reason you haven’t hired a financial advisor yet...
Advisors you’ve “shopped” might not vibe with you, your lifestyle, or your financial goals. And you’re not ready to talk investment portfolios just yet.
Instead, you need financial planning that fits your needs — online, accessible, simple, affordable. That’s why we’re here.
We’re a brother-sister CERTIFIED FINANCIAL PLANNER™ duo, and we own and manage our wealth management firm in Lake Charles, Louisiana. With over 20 years of experience between us, we’ve worked on hundreds of financial plans and we’re ready to share our process with you.
This isn’t your grandpa’s financial planning, and we’re not here to bore you. We’re here to help you… help yourself.
We know you probably have some questions…
Before you click that “BUY” button, you deserve to have those questions answered. Here are a few of the common ones we get, but email us at email@example.com if you don’t see yours here.
What’s inside the program?
Will there be a live training or community component?
Do I have to pay extra for anything?
Is there a refund?
Why does it matter if you’re a CERTIFIED FINANCIAL PLANNER™?
What if I don’t want to do the DIY stuff, but I need help?
We strongly encourage you to meet and discuss specific questions related to your situation with your own investment, legal or tax professional as you determine the need. Implementation of the action items determined by your course completion and the resulting plan is your sole responsibility.