Plan To Get Clear
FREE
Most people don't struggle with money because they're not smart enough. They struggle because no one ever gave them a clear place to begin.
Plan To Get Clear is a free, on-demand Money Clarity Session from Plan To Live. You will learn the basics, see simple tools in action, and see how Plan To Live builds on what you learn here.
No pressure. No shame. Just clarity, practical tools, and a better sense of where to begin.
You will leave with a cash flow tracker walkthrough, beginner tools and calculators, and a clearer direction for what to do next.
Plan To Get Clear
Your First Step Toward a Financial Life That Works
Most people do not know where to start with their finances. Not because they are not smart enough or disciplined enough. Because nobody ever showed them how.
They have heard the advice. Spend less. Save more. Invest early. But advice without a framework is just noise. And most people are carrying a quiet, persistent feeling that they are already behind, that it is already too late, or that financial wellness is something that happens to other people.
It is not. It just requires the right starting point.
Plan To Get Clear is that starting point. And it will not cost you a thing.
Meet Your Instructors
Martin Caldwell
Financial Educator
25+ Years Experience
Martin brings deep expertise in the systems and habits that support long-term financial stability, and helped build the principles behind this entire program.
"The world is a better place when you’re financially secure enough to focus your time and attention on the things that get you excited."
Christopher Tracy
Educator
25+ Years Experience
With more than two decades in the classroom, Christopher turns complex financial ideas into plain language and real-world examples.
"Money isn't the goal of life. It's the fuel for every part of it."
Kim Yausie
Educator
20+ Years Experience
Kim builds learning experiences that help people move from understanding to action, turning financial knowledge into real-life momentum.
"It doesn't matter if you think you can. What matters is having the confidence to try."
What Is Plan To Get Clear
Plan To Get Clear is a free, evergreen recorded session hosted by the Plan To Live team, launching in 2026.
Christopher, Martin, and Kim walk you through the financial foundations that most people were never taught. Together they cover what a healthy financial life actually looks like, why so many people stay stuck despite their best intentions, and how the Plan To Live approach makes financial wellness accessible, practical, and achievable at any life stage.
This is not a webinar. It is not a sales presentation. It is a genuine introduction to financial education delivered by a team that has spent careers helping real people build real financial lives.
You watch it on your own time. You come back to it whenever it is useful. And you leave with a clear picture of where you are and exactly what to do next.
What You Will Learn
Plan To Get Clear introduces the core ideas that underpin everything in the Plan To Live program.
You will hear from each member of the Plan To Live team, bringing their own experience and perspective to the conversation. You will be introduced to the Know-Do-Review framework that runs through every course in the pathway. You will see how Plan To Live approaches financial education: plain language, no shame, no pressure, and no sales pitch getting in the way of content.
The session also demonstrates the tools that make financial management less overwhelming. You will see the cash flow tracker in action, with a step-by-step walkthrough that shows you how to use it from day one. You will be introduced to a set of beginner tools and calculators designed to help you build a clear picture of your financial situation quickly and without confusion.
By the end of the session, you will understand:
Why most people struggle with money despite wanting to do better
What a financial foundation actually looks like and what it requires
How the Plan To Live Pathway is structured and what each course delivers
Why Plan To Start is the right next step for where you are right now
What You Will Leave With
Plan To Get Clear is designed to produce immediate, practical value from the moment you finish watching.
A cash flow tracker you can use today. The session includes a full walkthrough of the Plan To Live cash flow tracker. By the time the session ends, you will know exactly how to use it and why it matters.
Beginner tools and calculators. A curated set of Plan To Live tools designed for people who are just getting started. Each one is built to help you build a clearer picture of your financial life without requiring advanced knowledge or a background in finance.
A clear next step. By the end of the session, you will know exactly why Plan To Start is the natural next step after Plan To Get Clear, and exactly how to begin, whether you are ready today or want to sit with it a while first.
You will not leave with a vague sense of motivation that fades by Tuesday. You will leave with tools, clarity, and a direction.
Who Plan To Get Clear Is For
Plan To Get Clear is for anyone who wants to understand their financial situation better and is not sure where to begin.
It is especially well suited for people who:
- feel behind on their finances and are not sure where to start
- have heard financial advice before but never had a clear framework to apply it
- are curious about Plan To Live and want to understand the program before committing
- are parents who want to understand financial education before introducing it to their children
- are re-entering the workforce or navigating a major life transition and want to reset their financial foundation
- want to take one concrete step today without spending any money
There is no wrong reason to register. The session meets you wherever you are.
How to Access Plan To Get Clear
Plan To Get Clear is available free with email registration.
Once the course is live, you will receive immediate access to the recorded session along with your beginner tools, calculators, and cash flow tracker. The session is evergreen and available on demand, so you can watch at your own pace and return to it whenever it is useful.
Registration also adds you to the Plan To Live newsletter, where you will receive ongoing financial education, tools, tips, and updates from the team. You can unsubscribe at any time.
Cost: Free.
Access: Join the waitlist now, immediate upon launch.
Format: Evergreen recorded session, available on demand.
What Comes Next
Plan To Get Clear is the front door to the Plan To Live Pathway.
After the session, the natural next step is Plan To Start, the first course in the Plan To Live Pathway and the foundation everything else builds on. You will leave knowing exactly why, and exactly how to begin.
Plan To Start is open now. Plan To Prepare, Plan To Build, and Plan To Grow are the rest of the pathway we are building toward, and you will be the first to know as each one goes live.
Begin where you are. Plan To Get Clear is the right first step.