This is where your financial pivot begins
If money feels stressful, unclear, or harder than it should be, this course helps you reset. You’ll learn how to rethink your relationship with money, define goals that actually matter to you, and build a simple budgeting system that works in real life—not just on paper.
No jargon. No shame. Just clear tools and steady guidance to help you feel back in control.
Money feels stressful—even when you’re doing “okay”.
You don’t really know where your money goes each month.
Saving feels impossible or inconsistent.
Your goals are vague, conflicting, or always postponed.
Budgeting feels restrictive, complicated, or unrealistic.
You want to feel organized, but don’t know where to start.
Don't worry, we can help!


You'll learn how to:
Only $149
Develop a healthier relationship with money and reduce financial stress
Set short- and long-term goals aligned with your real priorities
Create a realistic budget that reflects your lifestyle
Build simple habits that support long-term financial organization
Budget Spreadsheet
Net Worth Tracker






Background in finance with a focus on practical, real-life strategies
Clear, judgment-free guidance that makes money feel manageable
Tools and habits designed to create lasting change
“I’ve worked for many years, and for a long time I thought personal finance was mostly about my paycheck. I hadn’t really considered how benefits like retirement plans, education assistance, or health coverage fit into the bigger picture.
This course helped me better understand how to think about compensation more broadly and how different benefits can factor into long-term planning. My coach explained concepts clearly and created a comfortable space to ask questions, which made the learning experience approachable and practical.
As a result, I now feel more informed and confident when evaluating job opportunities and considering how different aspects of compensation align with my personal goals.
This course expanded the way I think about personal finance beyond basic budgeting and saving, and gave me tools to make more thoughtful decisions going forward.”

“Before taking The Financial Pivot online course, I thought I was doing everything right with my finances. I was saving consistently, but I didn’t fully understand how different retirement account options work or how concepts like tax-free compounding are generally discussed.
The course explained ideas I had heard about for years in a way that finally made sense to me. The coaching component helped reinforce the material and gave me the opportunity to ask questions in a supportive learning environment.
As a result, I now have a clearer understanding of my retirement options and feel more confident thinking about my long-term financial planning. The course changed the way I approach personal finance education, and I wish I had learned these concepts sooner.”

Taking this personal finance course changed the way I think about money and financial topics. The instructor explained complex concepts clearly and created a supportive learning environment where I felt comfortable asking questions.
Through the course materials, I learned general budgeting principles and how to think more critically about reviewing different areas of my finances. It helped me recognize topics I hadn’t paid much attention to before and encouraged me to be more thoughtful about how often I revisit financial decisions.
This course gave me greater clarity and confidence in my financial knowledge. I appreciated the patient, judgment-free approach and the practical educational tools that helped me better understand personal finance concepts.”

You get lifetime access, including any future updates.
No! Our course is designed for beginners and guides you step-by-step.
Yes! The course is hands-on and teaches you to take control of your finance immediately.
Yes! You’ll have access to my email and 1-on-1 coaching sessions if need it.

This course is educational and does not provide personalized financial advice. Outcomes may vary based on individual circumstances.

This content is provided under a limited, non-exclusive, non-transferable license for personal educational use only. No part of this material may be copied, reproduced, recorded, distributed, translated, modified, resold, or shared in any form or by any means without prior written permission.