Looking for an all-in-one financial wellness program that educates, guides, and holds you accountable?
You've Found It
Customized To Meet You Where You Are
Make Today's Action
Tomorrow's Gain.
PLAN TO LIVE
Turns Financial
Hopes Into Habits
Financial educators + money coaching + habit systems
Courses built by real people who’ve helped thousands
PLAN TO LIVE offers real change, not just information
More Than Courses.
More Than Coaching.
Pure Transformation.
Check out our new courses
coming in Spring 2026
$197
$397
$397
Knowing what to do with your money
isn’t the problem - actually doing it is
Does money feel like guesswork?
PLAN TO START EARLY
$197
Financial education shapes dignity, freedom, stability, and the ability to plan instead of react. Schools teach you how to earn a living, not how to keep it. PLAN TO START EARLY closes that gap.
If You:
• Panic every time rent or your credit card is due
• Feel ashamed you never really learned “how money works”
• Worry you’re already behind your friends
You’ll walk away with:
• A simple plan for debt, savings, and everyday spending
• Confidence to make basic money decisions without Googling everything
• Habits that keep your first paycheques from quietly disappearing
PLAN TO START STRONG
$397
Knowing the basic rules of money is different from winning the game.
PLAN TO START STRONG clarifies the complex choices so you can start winning.
If You:
• Feel overwhelmed by complex investment and tax choices.
• Feel uncertain if you’re truly on track for a home, family, or retirement.
• Feel frustrated that your paycheck isn't working hard enough for your future.
You’ll walk away with:
• A clear, customized approach for your unique real-life numbers and goals.
• The confidence to make major financial decisions (like buying a home or switching careers).
• Mastery over your money, allowing you to secure the future you’ve worked hard to earn.
Do you feel it’s time to finally take control of your financial destiny?
PLAN TO START NOW
$397
It is never too late to shape your financial future. Stop letting uncertainty dictate your destiny: PLAN TO START NOW provides the peace of mind you’ve earned.
If You:
• Feel overwhelmed by retirement options, taxes, or investment choices.
• Feel uncertain if your savings are truly enough to secure your future.
• Feel frustrated that after decades of work, you lack real financial peace of mind.
You’ll walk away with:
• Practical knowledge and strategies focused on your complex, real-world goals.
• The ability to build positive financial habits and manage key behavioral changes.
• Confidence and clarity to make wise investments and secure a comfortable retirement.
Keep an eye on Spring
Not ready to pre-register? No problem.
Leave your email and we’ll send a simple "doors are open" notification when our Spring 2026 courses go live.
Information is just the start.
Transformation happens when you build the habit.
What To Expect from
PLAN TO LIVE
- CLEAR INFORMATION: No jargon or sales pitches - Our 90-day on-line courses deliver money fundamentals and strategies in easy to understand language.
- WORKBOOKS AND TOOLS: Practical information paired with tactical frameworks to help you organize your thoughts and track your evolution.
- ACCOUNTABILITY SYSTEMS: Designed for real life and real people to foster sustainable habits without the pressure of "perfection."
- COACHING: Tailored to your personality and circumstances, ensuring every session focuses on high-impact breakthroughs specific to your goals.
- ON-DEMAND SUPPORT: Direct access to expert guidance via messaging or email, ensuring you have the "just-in-time" help needed to overcome immediate hurdles between sessions.
- SUSTAINABILITY PLANNING: A long-term "aftercare" framework designed to turn your initial progress into permanent lifestyle habits that last long after the program ends.
- EXPERT MASTERCLASSES: Interactive sessions featuring industry guest speakers who provide specialized knowledge and diverse perspectives on high-level growth.
- LIFETIME ACCESS: Full access to all online resources, videos, and tools.
Not Sure Which Course
Is Right For You?
Take our 5-minute Financial Habit Diagnostic
Design the Life
You’ve Always Wanted with PLAN TO LIVE
Turn Aspirations into Achievements
Don't just dream—execute. Our system acts as your personal GPS, helping you clarify your vision and set actionable goals. By mastering the three pillars of discipline, accountability, and constant improvement, you’ll stop guessing and start growing.
Maintain Unstoppable Momentum
It’s easy to start, but it's hard to finish. Our courses provide the structural accountability you need to stay on track when life gets busy. With built-in motivation triggers, you stay excited about your progress so you never lose sight of the finish line.
Master Your Financial Future
Money shouldn't be a source of math-induced anxiety. The PLAN TO LIVE courses demystify complex financial topics, teaching you how to:
- Eliminate Debt: Proven strategies to regain your freedom.
- Close the "Gap": Understand the critical space between your income and expenses.
- Reduce Financial Stress: Change your relationship with money for long-term peace of mind.
Follow a Proven Roadmap for Success
Most people fail because they don’t have a system. The PLAN TO LIVE courses teach you the Know-Do-Review cycle - a simple yet powerful framework for lifelong growth. We place a special emphasis on the Review Phase. By analyzing your progress and adjusting your path, you ensure that you never stay stuck in a cycle that isn't working.
Break Free from the "Silent Anchor"
Complacency is the enemy of greatness. It’s the silent anchor that keeps you tethered to a life that is "just okay." PLAN TO LIVE provides you with the mental strategies to beat laziness, defeat stagnation, and reclaim the vibrant life you deserve.
Good. Better. Best.
PLAN TO LIVE doesn't expect perfection.
Our programs focus on imperfect practice
and continuous improvement.
- THE WORKBOOK AND YOUR PLAN: Workbooks and digital tools are designed to move your financial goals out of your head and on to paper.
- THE "DO IT WITH YOU" SUPPORT": Whether you need a coach who acts as your cheerleader, partner, sparkplug, or librarian, the PLAN TO LIVE support systems are designed to match your personality.
- THE ROUTINE: The goal isn't to have you obsessing over money daily. The goal is to build a system where you spend time reviewing and managing your finances, leaving you free to live your life.
No Three Piece Suits.
No Judgement.
PLAN TO LIVE is led by real people who have been where you are.
Life is messy. Maybe you have a blended family, maybe you live with your in-laws, or maybe your estate plan is ugly. That’s okay.
The PLAN TO LIVE program meets you where you are - not to talk down to you, but to lift you up.
Educate Your Wallet.
Explore Our Blog Articles
Beyond Private Whispers
Hopes Into Habits
Compound Interest
Rule of 72
Control Panel
Choose Habits Over Resolutions
Embracing Empowerment
Staying Safe
Employment Compensation
Cost of Living
Psychology of Money
Moving Money
The Unavoidable
Making Your Money Work
Reframing Debt
The Fundamental Equation
The Unspoken Gap
Overcoming The Silent Anchor
Making Growth Your Own
Charting Your Course
Breaking The Current
The Silent Anchor
Charting Tomorrow, Today
Why We Feel Overwhelmed
Mastering the Cycle of Know-Do-Review
The Review Phase: The Key to Growth
Turning Hopes into Habits
The Art of True Direction
Investing for the Anxious Mind
Conquering the Market
Secrets of a Long, Healthy Life
Your Financial Navigator
Why Cash is Still King
Finding the Right Experts
From Retirement Worry to Ironclad Security
How to Make Borrowing Work For You
Your Hard-Earned Money: Keeping It Safe
Navigating Financial Security
The Gilded Cage: Pitfalls of Retirement
When To Consult A Professional?
When money's no worry,
you're free to pursue your passions.
PLAN TO LIVE
A Habit-Forming Company
Stop being lumped into a
"general public" group.
Stop buying products
you don't need.
PLAN TO LIVE
builds habits that last
and roll with real life confidently.
- A BETTER WORLD IS POSSIBLE: Financial wellness gives you the peace of mind and freedom to pursue your best life.
- FOCUS ON BEHAVIOR: The science of behavior turns financial security into reflexive habits - just like brushing your teeth.
- CHALLENGE SYSTEMIC MESSAGING: "Set it and forget it" is a myth that breeds complacency. Plan for YOUR life and changing circumstances.
- DON'T DO IT ALONE: PLAN TO LIVE coaches will challenge you and stand with you while you put your plan into action.
- EMPOWER YOURSELF: PLAN TO LIVE teaches, encourages and supports you and your journey.