We’re more than happy to hop on a no-commitment, free consultation with you–but if you see yourself in any of the descriptions below, you’re probably a shoe-in.

• You’re a First Generation Wealth Builder. Just kicking off your career, with no experience managing money. You don’t feel like you have “enough money” to need financial help but you want to learn and grow to create a lasting legacy. Regardless of income level, we can teach you how to maximize what you have and grow your net worth one dollar at a time.
• You’re a Young Professionals Making Good Money & No Idea What to Do With It. You have done really well so far in your career and increased your income exponentially from when you first started out. You are unsure what to do with your money and how to make it work for you or help you accomplish your big financial goals.
• You’re an Experienced Money Person Looking to Level Up. You know enough to be dangerous, you have contributed to your 401K since you got your first job, you have money saved, you have always been savvy with money but you are looking to take your finances to the next level with more tailored support and resources and accountability.

Yes! You can start in the group and then move onto 1:1 coaching if you want a little more personalized attention–or you can even do the reverse! We’ve had people do a few months of individualized coaching who then settle into Steadyworth U to continue their journey and share their story with others!

We’ve devised a framework that puts all of your financial information on one page so it’s easy to look over, evaluate, and keep on top of from month-to-month. We’ve found that the One-Page Financial Plan makes it exponentially easier for our clients to keep on top of their finances and actually achieve their goals.

This depends on your goals and where you start–but just completing the One-Page Financial Plan is a huge leap forward for many of our clients.

Three months is the minimum amount of time it takes to get to know you, your goals, make suggestions, and evaluate how those suggestions actually play out in the real world.