One-on-one training with a Certified Financial Trainer 

We take a comprehensive approach to financial planning, including budgeting, saving, investment education, 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

Kickstarter Plan

If you're not ready to commit to an on-going membership but you'd like to get a financial plan generated for your unique financial profile, the Kickstarter is a great option. It includes a discovery session and plan delivery to help jumpstart your journey to financial freedom (Kickstarter plans start at $250).

Business Plan

Need to get your business or side hustle financially fit?  Freelancers and Entrepreneurs make up more than 35% of the workforce; and you have the double duty of keeping your personal life financially healthy while also keeping your business in good financial shape. The great news is that we can help with BOTH!

We now offer financial health analysis for businesses starting at $500 for non-members and $250 for Financial Gym clients. Our Level 3 Financial Trainers will provide you with a:

1) Comprehensive analysis of your business

2) Financial roadmap for your business success

3) Processes for managing your business and personal finances