We make Financial Planning approachable, effective, and fun (yes, I said fun).
 FREE FOUR LESSON FINANCIAL COURSE
 

FFWD Your Financial Goals

 Despite being incredibly important to all of us, building wealth is a subject that is often ignored or taboo to talk about.

Whether you are rich or poor, young or old, retired or just getting started - money talk can be stressful.

This four session, do-at-your-own pace, course will help alleviate that stress.  It will teach you simple, actionable steps to take to get a better handle on your wealth.

You will leave this course with a refreshed outlook on your finances, what your future looks like, and feeling in control.

 

It's free. It will be fun(ish). What do you have to lose?

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START TODAY!

Four Game-Changing Financial Lessons.

We know you are busy, so we will be brief, be brilliant and be gone. You will leave each session with quick, actionable steps to help you move your family's finances forward.  

The goal of the course is to give you your time back; remove the stress that not thinking about your money creates so you can redirect that energy to somewhere (or someone!) more deserving of it.


WHEN YOU REGISTER YOU WILL GET INSTANT ACCESS TO ALL FOUR LESSONS, YOU CAN TAKE THEM AT YOUR OWN PACE, WATCH FROM YOUR COMPUTER, TABLET OR PHONE, QUICK AND EASY VIDEOS WITH A TINY BIT OF (VERY OPTIONAL) HOMEWORK.

REGISTER NOW

LESSON ONE

KNOW YOUR NUMBERS

Regardless of how much money you have, there are four numbers that you NEED to know.  This lesson will teach you which numbers, why they are important and how to calculate them.

LESSON TWO

 SET GOOD GOALS

There is a healthy medium between 'YOLO' and 'stress inducing spreadsheet' types of goals.  This until will examine the key elements of creating good financial goals that you will ACTUALLY hit.

LESSON THREE

CREATING YOUR FINANCIAL FOUNDATION

Set yourself up for success by getting the infrastructure and systems in place to make your wealth building easy and automatic. This lesson lays out the steps to get yourself set up to automate your wealth building (and stress reducing).

LESSON FOUR

MONEY ROUTINES

The foundation is in place, you're doing things right - this chapter is about maintenance.

Make it so easy on yourself that you CAN'T make mistakes! 

Getting fit requires routine, systems and maintenance.  The same goes for getting (and staying) rich slowly.

Each lesson includes a ten minute video and free download.  By registering, you receive immediate access to all materials. 

Join The Free Course

Hey, what's up?

I'm Dave. 

Not having a handle on your family’s finances causes a great deal of stress.  It rents space in your head, sits in the pit of your stomach and makes it tough to focus on your busy - and otherwise fulfilling life.

That is why I have created this course.  It is also why I have dedicated my career to making financial planning more accessible, effective and fun (yes, ‘fun’).

Over my 12 years giving financial planning and investment advice, I have helped hundreds of families move their financial situation forward in one way or another.

The subject of money can be emotionally triggering, get put to the backburner, or outright ignored.  It is too important to ignore.

I have created this course as a ‘so easy, anyone can do it’ entry point to getting control over your finances.

Looking forward to working with you!

Dave

PS - that’s Archer, she is our eldest daughter and a major inspiration behind why these webinars are only 10 minutes max.  I’m busy with things (and people) I love,  and I’m betting so are you!

"Dave has a way of simplifying the most complicated and boring subjects around money."

- Jamie B.

“Slowly but surely I’m learning more and more about money working with Dave, he just makes it easy.”

- Amanda B.

"My (adult) kids are taking this course immediately! Thank you, Dave!"

- Caleb D.
FREE 4-DAY FINANCIAL COURSE

FFWD Your Financial Goals

Join us for lessons that will change your life. You’ll learn how to create a solid financial foundation for your future. Save your spot by entering your name and email below.