STRATEGY course: Investing, Pre-Retirement & Long-Term Concepts
Plan ahead with clarity and practical frameworks.
This all-inclusive course builds on the Strategy Course and introduces long-term financial concepts in an educational, non-advisory format.
Who This Course Is For
This course is designed for real people with real lives—not finances experts.
WEATHL-Builders
young professionals
young family
people who've tried budgeting before and quit
anyone stressed about money
You might recognize yourself here:
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.
You have the basics down but feel overwhelmed by investing jargon.
You’re worried about outliving your savings. .
Don't worry, we can help!
The Strategy Course
Investing - Pre-Retirement - Long-Term Concepts
You'll learn how to:
Only $599
Investment Framworks: Demystify the market and build a long-term mindset without the jargon.
The Retirement Landscape: Navigate Social Security, RMDs, and catch-up contributions.
The FIRE Roadmap: Learn the math behind Financial Independence and Early Retirement.
The Safety Net: A clear-eyed look at healthcare, insurance, and long-term care planning.
Annual financial checklists to stay organized.
Tools:
Budget Spreadsheet
Net Worth Tracker
Debt Avalanche Spreadsheet
FIRE Calculator, and more
Discover the Difference
The Old Way vs. The [Your Solution/Service] Way
Traditional methods of [describe the process or field, e.g., lead generation, customer onboarding] can often be time-consuming, inefficient, and costly. With [Your Solution/Service], we’ve transformed the process to be streamlined, effective, and designed for results.
Manually sorting and responding to emails
AI automatically categorizes and responds to routine emails
Constantly scheduling meetings manually
AI handles scheduling and rescheduling, saving you hours
Spending time organizing data and files
AI organizes your data and retrieves it in seconds
Tracking projects manually with spreadsheets
AI tracks project progress and sends automatic updates
Writing repetitive reports by hand
AI generates reports based on real-time data
Hi, I’m Sosinna Degefu
I'm passionate about helping you take control of your finance. I'm here to guide you every step of the way. Why learn with me:
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
TESTIMONIALS
What others are saying
Rahel Yigzaw
“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.”
M.R.
“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.”
Amde Hailu
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.”
Frequently Asked Questions
Everything you need to know about the course and billing.
How long do I have access to the course?
You get lifetime access, including any future updates.
Do I need any prior knowledge of Finance?
No! Our course is designed for beginners and guides you step-by-step.
Will I be able to implement in my daily tasks right away?
Yes! The course is hands-on and teaches you to take control of your finance immediately.
Is there any support available if I get stuck?
Yes! You’ll have access to my email and 1-on-1 coaching sessions if need it.
This course is strictly for educational purposes and is not a substitute for legal, tax, or investment advice from a licensed professional.
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I understand that this course is intended primarily for U.S. residents and is based on U.S. financial laws and regulations. Participants residing outside the United States are responsible for ensuring compliance with all applicable local laws, regulations, and licensing requirements in their respective jurisdictions.
I agree to the Terms and Conditions and acknowledge that I have read the Course Policies.
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