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THE FINANCE PLAN

GET 20%OFF

When you enroll by December 31st. Use Promo code: dec20%off

BEST MONEY CLASS EVER

NEXT CLASS STARTS SOON!

Wednesday Nights

Starting January 17

6:30-8:30 PM

The Park at the Domain

Or View Online

It's the roadmap you've been looking for with money.

The Finance Plan's, Best Money Class Ever is a 4-week class about money. You’ll learn how to get out of debt, invest, save for a rainy day, and plan for the fun things in life like buying a car, home, or even going on a once in a lifetime trip

And yes, class takes place at a bar, or ya can watch online.... but if you join us live you'll get a drink on Carly. The things we do with money are fun: bachelorette parties, birthday celebrations, and brunches. Learning about money should be fun too.  

have big dreams for your future?

TRAVEL THE WORLD

DEBT FREE LIVIN'

MAKE A DIFFERENCE 

BE YOUR OWN BOSS

START A FAMILY

BUY A HOME

INVEST FOR YOUR FUTURE

RETIRE YOUNG

WHY YOU NEED THIS CLASS...

Have you ever thought: "money isn't important," or "money can't buy happiness?"

Financial independence isn’t about being rich, or having materialistic things, but instead having freedom to make healthy financial decisions. The truth is, like it or not, money is something that you use every single day, and it isn't taught in schools.

You can have a PhD, but never learned about 401(k) plans, mortgages, or paying off student loans.

You can google to learn about interest rates or the stock market, but it is hard to figure out where to start. Should you pay off debt first, or save for retirement?  Should you rent, or buy a home?

this class is for you if...

  • Want a financial plan
  • Need to buy a home, car, or have another big life purchase coming up
  • Could use pointers with day-to-day spending (those brunches and bachelorette parties are killer!)
  • Want to understand investing and how retirement plans work
  • Are merging finances and want to get on the same page with your spouse
  • Are ready to say bye-bye to student loans, and hello to financial independence
  • Could use a little motivation, community, accountability, and pick-me up with money

Class Q&A

Here are some frequently asked questions about class.

Who normally takes this class?

This class is for teachers, engineers, musicians, nurses, entrepreneurs, lawyers, new grads, military families, newlyweds, and YOU!

If you want to be a part of something that can make a difference in your future and are ready to learn then we’d love to have you join us for the next class.  

HOW WILL I LEARN THE MATERIAL?

 You can attend the sessions live in person, or watch a recording online.  Each week there is a lesson, discussion, and you will have a challenge to apply what you learned to your financial life.

There are a limited number of slots available for students to have one on one coaching with Carly.  

WHAT EXACTLY WILL I LEARN?

You'll learn how to get out of debt, invest, prepare for emergencies, buy a home, and manage money day-to-day.  Here is the breakdown of what you’ll learn over each of the four classes.

class schedule

challenge one

become chief financial officer

Start running the business of you! You will learn how to manage your money like a business and you will be empowered to take control of your money just like a Chief Financial Officer.  

CHALLENGE 2

GET OUT OF DEBT

Just imagine having no monthly debt payments. You'll learn how to get and stay out of debt, plus see exactly what it takes to be debt-free within 36 months or less (excluding a mortgage).

CHALLENGE 3

live within your means

Culturally we want it all and we wanted it yesterday.  This challenge you will learn practical tips on how to live large while also living within your mean. 

CHALLENGE 4

start investing (confidently!)

This challenge will break-down the complex world of investing in layman's terms.  You will learn about how IRA or 401(k) plans work, and about investing strategies.

real results, from real students

Kim paid off $17,763 in a year

Brendan paid off his car and credit card ($8.255) in four months

Jessica and Daniel paid off over $21,000 in a year

class materials

video

Watch class live, or view each lesson from your couch. There are four, 2-hour lessons.

Downloadable workbook

200+ pages full of money tips

financial (day) Planner

Online spreadsheets that put a dollar sign to your to-do list

bonuses

free drink

Your enrollment includes a free drink each week for the students who attend the class live!

bring a friend for free

Your enrollment includes a guest pass to bring a friend, coworker, spouse, or family member with you.

enroll today

Choose the enrollment that is right for you. Looking for extra help? Need one-on-one attention? Coaching from Carly is available. Each week, you'll get an email from Carly with money tips just for you, and you'll also have 30-minute Skype or phone sessions with Carly to get your questions answered.

most popular

$199

REGULARLY $249

Get 20% off when you enroll by december 31

one-on-one coaching

$319

REGULARLY $399

Get 20% off when you enroll by december 31