Howard Wealth Planning

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Choose your path.

Build your foundation.

There has never been a shortage of financial content. There has always been a shortage of financial education that meets people where they actually are — without judgment, without jargon, and built around how people actually learn.

You don't need more information. You need the right framework, delivered in a way that makes it make sense for your life. Every course and every program at Howard Wealth Planning was built to do exactly that — and nothing else.

The Courses

Self-Paced — For Students

Next Generation Wealth

$99 — Lifetime access

Money skills they don't teach in school. Ten modules built specifically for high school and college students — covering money mindset, income, banking, credit, budgeting, taxes, compounding, and investing basics.

  • 10 modules — self-paced, start anytime
  • Reflective prompts and downloadable worksheets
  • Lifetime access
Enroll NowLearn More

Who it's for

High school and college students who want to understand money before the real world forces them to figure it out the hard way. Parents who want to give their student a real head start.

Self-Paced — For Young Professionals

The Foundation

$149 — Lifetime access

Eight modules built for young professionals who are ready to take their finances seriously. From wealth mindset through your first investment — built around how you actually live.

  • 8 modules, 77 lessons — self-paced, start anytime
  • Reflective prompts and downloadable worksheets
  • Lifetime access

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.

Enroll NowLearn More

Who it's for

Young professionals who are earning, growing, and ready to make their money work with real intention. People who want a real framework — not generic tips.

Self-Paced — Advanced

Invest With Intention

$249 — Lifetime access

Eight modules of advanced investing education for people who have their financial foundation in place and are ready to build and manage their own portfolio. No products. No commissions. Just the education.

  • 8 modules — foundation review through investor mindset
  • Competency check required before enrollment
  • Lifetime access

Premiering Winter 2026

Enroll now at 50% off — use code INVEST50

Get full access to Invest With Intention at half price when you enroll before launch.

Take the Competency CheckLearn More

Who it's for

People who have their financial foundation in place and are ready to understand how to actually build and manage their own investment portfolio.

This course requires a short competency check before enrollment — to make sure you get the most out of it.

Advisor-Led — Premium

Want an advisor
in your corner?

1:1 planning is for clients who are ready to work directly with an advisor — someone who will look at your full picture, build a custom plan around your real numbers, and hold you accountable to doing the work. Every client starts with Foundation Phase.

  • Foundation Phase — 3 sessions, written action plan, full financial assessment
  • Building Phase — monthly strategy, investing, and retirement planning
  • Ongoing Retainer — long-term accountability and plan maintenance
Book a Free ConsultationLearn More

Foundation Phase

$1,299 / $1,399 over 3 months

Building Phase

$249/month

Ongoing Retainer

$99/month

Bring financial education to your organization.

Bulk course enrollment is available for employers, schools, and nonprofits — with lifetime access for every enrollee. Designed to align with financial wellness grants and CSR initiatives.

Learn About Sponsorships

Not sure where to start?

A free 15-minute consultation is the fastest way to figure out which path makes the most sense for where you are right now.

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