Build financial literacy in 2 weeks
No matter where you're starting or how much you make, you can be capable and confident with money. One small step a day.
Personal finance isn't taught in school,
and you're wondering how you got released into the wild without the basics. You've downloaded a budgeting app more than once, felt overwhelmed by all the questions, and closed it. Then there's the bill that shows up once a year and wrecks whatever month it lands in.
You read an article about saving for retirement that assumes you know how to start. (Isn't retirement planning for people in their 40s anyway?) The information online looks like a giant mountain to climb. What's missing is a system that still works the month you get busy, and a step-by-step plan for setting it up.
Hi, I'm Erica, and there are two sides to my relationship with personal finance.
On the one hand, I majored in accounting, started my career as a CPA, and read every personal finance book I could get my hands on. Logically, I knew how the numbers worked.
On the other hand, I spent my 20s in heavy consumer debt, didn't know how to stick to a budget, had vague financial goals, and made a (preventable!) six-figure stock mistake.
I've spent two decades creating a system to bridge the gap between knowing and doing. Financial Foundations is built to give you the guidance I wish I had sooner.
Introducing
Financial Foundations
What you walk away with
Financial goals with a plan to reach them
Imagine your friends asking what changed, then asking for help with their accounts.
A working budget and net worth picture
Imagine quiet confidence at brunch with your friends, knowing you can afford it.
Tax and insurance action plans
Imagine tax season rolling around with every document already in one folder, ready to go.
We'll cover
- The proprietary 4-Square Budgeting Method
- Insurance
- Taxes
- Credit
- Investing
How it works
- 1
Sign up and gain instant access
- 2
Go through the lessons and action steps
- 3
Practice your new habits
Financial Foundations
$200
One payment, instant access.
- Bite-sized lessons you can get through in under 10 minutes a day
- Battle tested templates, resources, and cheat sheets
- A guided workbook to reflect and take action as you go
- Interactive tools that help you implement faster
Money-back guaranteeIf you're not satisfied, I would not feel right keeping your money. Email me within 7 days of purchase with your feedback, and if we can't work through it together, I'll give you a full refund.
I love the peace of mind and freedom of knowing we are set up with some realistic goals for the future!
FAQs
How long does this take?
The course includes a plan to work through in 2 weeks. Because it's self-paced, you can take as long as you need to fit within your life. Lessons are under 10 minutes a day so you can make progress and build momentum quickly.
I'm not a numbers person. Will I keep up?
Yes. The lessons include tutorials to cover the concepts and action steps to implement. The included tools and templates do all the math.
How long do I have access?
You will have access to the course as long as it is offered, which includes any future updates.
Who is this for?
This is for you if you're an action taker who is ready to reflect on your money, make a plan, and implement it! This is a great fit if you recently graduated college and want to learn personal finance basics, or if you've been meaning to figure this out yourself and it hasn't stuck yet.
Who is this not for?
This isn't for you if you want somebody else to do it all. The program provides the guidance, but the methods only work if you do. This is also not for you if you're looking for detailed investment advice. You'll learn financial literacy, not stock picks.