Financial Personal

Ready to get smart with your money?

You've come to the right place!

Dear Young Professional,

Don’t worry, it’s not your fault. Your wallet didn’t come with a manual. Your credit cards didn’t have a warning sticker attached. No one took the time to teach you about money in school. You’ve tried, but endlessly searching the internet for answers or wandering up and down the aisles at Barnes & Noble haven’t yielded the results you’re looking for. You’ve basically been left alone to fend for yourself in the wilderness of personal finance. Until now.

Welcome to Financial Personal Training! It’s like working with the trainer that you have (or should have) at your gym, but for your financial health. A P90X program for your wallet so-to-speak. Throughout my time in the financial industry, I’ve found that most people want to do the right things with their money; they just need some help. And not the kind of one-time pep talk that gets you fired up, only to leave you back in your old habits just a few days or weeks later.

We all can use solid advice and continuing support as we work towards reaching our goals. After all, the coach of your favorite NFL team doesn’t just work with them in training camp and then go to the beach for the rest of the season, does he? No, he’s with them every day. In practice. In games. Through the ups and downs, until they get to the championship. That’s what this group is about.

“Financial planning isn’t a one time event, it’s an ongoing process. By joining the Financial Personal Training group, you’ll have a coach and a support system every step of the way!”
Rob Wilson, Founder,

However, just as every fitness program won’t work for everyone, this program too is not one size fits all. This group is open to a limited number of individuals who are committed to taking charge of their financial life. If this is you, you should join today. We’d love to have you.

Are Any Of These Items on Your To-Do List?


Save More Money

It’s not what you make, it’s what you keep. We’ll provide you with strategies to keep more money in your pocket each month.

Pay Off Credit Card or Other Debt

It’s expensive to borrow on those cards. Learn how to improve your credit score, get lower interest rates, and rapidly pay down your balances.

Buy a Home

Your home will be one of your largest assets. You’ll learn how to determine whether it’s better to buy or rent. If buying is the right thing for you, we’ll teach you what you need to know.

Start a Business

You can only cut your budget so much. It may be time to increase your income. We’ll show you how to get paid from doing the things you love.

Get Married

If it’s true that opposites attract, you might be marrying someone with different feelings towards money than yours. We’ll show you how to manage the relationship between you, your money, and your mate.

Start a Family

Finances can change rapidly when you add a little one to the mix. We’ll help you plan for and manage the changes from this joyous life event.

Utilize Company Benefits

Have no idea what your 401k is doing? Not sure how to use your pre tax transportation benefit? We’ll demystify your company benefit package and help you maximize what’s available to you.

Manage Your Career

Are you getting paid what you’re worth? We’ll help you determine what you should be making and coach you on asking for a raise, or finding a higher paying position.

Get Organized

Left your 401k at your old job? Have no idea where your insurance policy is? Is your financial life all over the place? We’ll show you how to consolidate and organize your finances so that you have a clear picture of where you stand.

Plan for Retirement

If you don’t want to work until you are 87, you should probably start planning for your retirement now. We’ll help you determine how much you need to retire and jumpstart your thinking on how you’ll get there.

Protect Yourself

Life happens. Are you adequately protected in the event of an accident? Find out what risks you have covered and those that you’re still exposed to.

Start Investing

Want your money to make money for you? Learn the basics of investing so that you can feel more in control of your financial future.

“If you answered “YES” to any of these, Financial Personal Training is For You!”

The Quick Start Action Plan

With your Financial Personal Training membership you get access to the Quick Start Action Plan and the Monthly Training System!

We’ll start with your Quick Start Action Plan (one time setup $997)

The quick start is designed to get you off and running in the first 5 weeks of your membership with an intense focus on the most pressing items in your financial life.

If you’re joining the program for a business breakthrough, we’ll meet weekly to discuss and produce the following items:

  • Identify your Ideal Client
  • Determine the problem that you are best equipped to solve
  • Develop a product to monetize your education, expertise and experience
  • Create a crystal clear Promise so customers know exactly what they will receive
  • Create a lead magnet in order to build your email list
  • Develop a sales funnel to turn your leads into customers
  • Build a world class autoresponder campaign to build your authority
  • Welcome your first few clients 

If you’re here for help getting your finances in order, we’ll start here:

  • Initial Financial Position Assessment
  • Income/Expense Analysis
  • Asset/Liability Analysis
  • Spending Plan
  • Cash & Billpay Management System
  • Savings and Investment Analysis
  • Income & Asset Protection Analysis
  • Career and Business Analysis
  • Complete Comprehensive Financial Plan

The Monthly Training System

After we work together to complete the Quick Start, you’ll enjoy the following benefits on a monthly basis ($97/month):

  • Monthly 30 min private individual coaching session
  • Advice and follow up on all of the items above
  • Accountability tracking to facilitate your progress
  • Unlimited email access
  • Exclusive training webinars covering important and timely financial topics
  • Networking with like-minded successful professionals via private Facebook group
  • Discounted access to future online and live events

Get comprehensive monthly financial advice and guidance for only
$997 quick start fee +

Payment Plan Option

Split your Quick Start Fee into 2 payments of $597, then $97 regular monthly membership fee.

Add to Cart

Our 30 Day 100% Money Back Guarantee

If you’re no totally satisfied with the advice and guidance you received in the first 30 days, I’ll refund 100% of your fee with absolutely no questions asked.

More Questions? Email me here

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