One-on-one training with a Certified Financial Trainer puts the 'personal' back in 'personal finance.'

We work with you to build a comprehensive approach to your financial planning, including budgeting, saving, investments, retirement, and more.

Currently a college or grad student ready to get your financial life in order? We're here to help and you'll work with a Level I trainer at our special college rate. 

SPRINT is your plan:

  • Kick-start your financial fitness with a 30 minute goal setting call with a level I CFT
  • Fill out financial questionnaire
  • Online access to Spend-tracking portal 
  • Online access to the online Financial Gym community with webinars and bonus content
  • One 30 minute training session per year with a level I or II CFT
  • Partial access to Financial Gym locations, classes and other resources during gym hours

Need help putting all the pieces of your financial life together and making sense of it so you can accomplish your goals and be prepared for anything?

STABILITY is your plan:

  • Kick-start your financial fitness with a 1 hour goal setting meeting – in person or via web video to meet your financial trainer (During this time you will go through your financial life together to help paint your full financial picture and outline your life and retirement goals)
  • A second 1 hour meeting to go over your financial plan (During this time you will be presented your full financial plan, next steps to get to work on your goals and relative money challenges to help you kick-start your progress)
  • Online access to the Spend-tracking portal
  • Ongoing access to your Certified Financial Trainer for any financial questions/concerns 
  • Quarterly 1-hour training sessions with your Level II CFT to keep you progressing towards your goals
  • Unlimited access to Financial Gym locations, classes and other resources during gym hours

Married or in a long term relationship? Or have a complicated financial profile that might include significant investments, multi-streams of income, family wealth, etc.?

STRENGTH is your plan: 

  • Kick-start your financial fitness with a 1 hour goal setting meeting – in person or via web video to meet your financial trainer (During this time you will go through your financial life together to help paint your full financial picture and outline your life and retirement goals)
  • A second 1 hour meeting to go over your financial plan (During this time you will be presented your full financial plan, next steps to get to work on your goals and relative money challenges to help you kick-start your progress)
  • Online access to the Spend-tracking portal
  • Ongoing access to your Certified Financial Trainer for any financial questions/concerns 
  • Quarterly 1-hour training sessions with your Level III CFT to keep you progressing towards your goals
  • Unlimited access to Financial Gym locations, classes and other resources during gym hours

*Commitment of 3 months for all plans


let's GET you financially fit! 

Sign up for a meeting with a certified financial trainer now and get your money working for you.