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Self-Directed Planning

Leave behind the baggage of “money talk” and get started with your own self-directed planning towards financial freedom.

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It's free, anonymous, and instant.


You'll also have the opportunity to sign up for a free 5 week Lesson Plan – Delivered Straight to Your Inbox. This 5 Weeks to Financial Freedom lesson plan teaches you how to increase your score and get closer to financial freedom once a week, for five weeks.

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Take the next step to get your financial life in order.


Get your free Personal Financial Organizer that will help you to objectively sort through your finances, spot any gaps in your usual assessments, and create the foundation for your financial plan.

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Money is only a tool, not an indication of your personal value.

You can find financial freedom. You can do it yourself. If you need help, we're ready to assist.

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