Your money. Your pace. Your plan.
You're earning. You're building. But somewhere between the paycheck and the goals, the plan got lost. The Foundation gives you the framework to fix that — on your own terms and timeline.
Premiering Fall 2026
Enroll now at 50% off — use code FOUNDATION50
Get full access to The Foundation at half price when you enroll before launch.
8
Modules
77
Lessons
Lifetime
Access
Self-Paced
Start Anytime
“Most people know they should be doing something about their money. The ones who actually change things are the ones who finally get a plan.”
Howard Wealth Planning
Who It's For
Built for young professionals who are done guessing.
You don't need someone to manage your money for you. You need someone to help you understand it — where it's going, what it should be doing, and how to make it work for the life you're building. This course is that framework.
- You're earning but feel like your money disappears before it ever works for you
- You want a real plan but aren't ready for 1:1 advising
- You and your partner are ready to get on the same page financially
- You want to understand your money before handing it to anyone else
- You learn best at your own pace and on your own schedule
Module 01 · Wealth Mindset · Lesson 5
Shame is not a strategy.
Awareness is.
Every month you look away, the debt grows. The opportunities pass. The gap widens — quietly. The numbers are not a verdict. They are just information.
Eight Modules. One Foundation.
This course builds in sequence. Each module connects to the next. Start with your mindset. Build visibility. Understand your income. Master your debt. Establish your credit. Build protection. Start investing. In that order. On purpose.
Wealth Mindset
Before we touch a single number, we deal with the story behind them.
Get Organized & Know Your Numbers
See your full financial picture clearly — probably for the first time.
Income, Taxes & What It Means for You
Know what you actually take home — and stop leaving money on the table.
Debt Strategy
No shame, no judgment. Just a real plan to get out.
Credit & Everyday Spending
Understand what drives your score and build a spending system that actually works.
Protection — Emergency Fund & Insurance
The unsexy module that changes everything.
Investing 101 — Compounding & Order of Operations
The building blocks every young professional needs before investing a single dollar.
Your DIY Action Plan
Everything comes together. You leave with a real plan — built by you, built around your life.
What's Inside Every Module
Everything you need. Nothing you don't.
- Reflective prompts to connect every concept to your real situation
- Downloadable worksheets to apply what you learn
- Lifetime access — revisit any module anytime
- Self-paced — start anytime, no deadlines, no pressure
- A personalized DIY action plan as your final deliverable
Ready for More?
Want someone to look at your specific numbers?
The Foundation gives you the framework. Foundation 1:1 gives you a custom plan built around your actual income, debt, and goals — with an advisor in your corner every step of the way.
Book a Free ConsultationCourse members receive an exclusive discount on Foundation 1:1.
The best time to start was yesterday. The second best time is right now.
Premiering Fall 2026
Enroll now at 50% off — use code FOUNDATION50
Get full access to The Foundation at half price when you enroll before launch.
$149 — Lifetime access. Start anytime.
Enroll NowAlready enrolled in 1:1 Planning? This course is included in your experience.