Live your boldest, wildest, never-in-a-million-years, thought-you’d-get-here kind of life.
You work hard for your money. It’s time to make your money work hard for you. Train with us, and discover what’s possible.
Within 6 months of their membership our clients achieve…
90%
success rate in
achieving goals
200%
increase in
net worth
44%
reduction
in debt
144%
growth in
emergency savings
Your Certified Financial Trainer will work with you to tackle
Goal-setting
Once you know what you're working toward, your motivation will skyrocket. We'll help you figure out what matters most to you, then build you a financial plan that gets you there.
Budgeting & saving
Dream bigger, spend smarter. Based on your short- and long-term goals, we'll crunch the numbers and show you exactly how much you need to be saving. (Plus, where to put it to maximize interest rates.) The goal? A budget that makes room for the things you love most, and gets rid of the stuff you don't.
Travel hacking
Your dream vacation is closer than you think. Whether it's a honeymoon in Greece or a year-long adventure around the globe, we'll break down the costs, build you a budget, and help you economize.
Debt repayment
Got student loans that refuse to die? Credit card debt you can't seem to shake? We'll help you refinance your loans (if needed) and get a handle on your debt once and for all.
Credit cards
Boost your credit score, rack up rewards points, and get the most out of your credit cards. We'll share hacks for switching to the best possible cards and avoiding fees.
Investment education
We don't invest your money for you (we're not money managers, and we don't touch your accounts). What we will do is walk you through the investment landscape and help you select the services that are right for you.
Secure retirement
401ks. IRAs. Name that acronym. We'll help you make sense of it all and set aside the right amount so you can retire comfortably when the time comes.
All Memberships Include:
✓ A 1-hour goal-setting meeting with your trainer
✓ A second meeting to review your financial plan
✓ Quarterly check-ins, in person or on the phone
✓ Ongoing access to your trainer as questions arise
✓ Access to our online spend-tracking portal
Still unsure? We offer a money back guarantee so you can get started with no risk.
Why Clients Choose Financial Gym
Talk to a Human
Just like a personal trainer at your gym, your financial trainer gives you expert guidance, cheers you on, and holds you accountable in ways that no app or tech product can. You’ll be working hard, but you’ll never be alone.
Judgment-Free
Talking money can be tough. Rest assured, we’ve seen it all—the good, the bad, and the deeply in debt—and nothing phases us. Your trainer will help you overcome your biggest hurdles with confidence.
No Hidden Agenda
Unlike other financial advisors, we won’t sell you any products you don’t need. Our service fees are simple, honest and upfront. If we refer you to any services, we’re 100% transparent about any referral fees we receive.
Meet Your Financial Trainer
Book a Free Consultation Call
You’ll speak directly with one of our our team members - we can’t wait to chat!