Money Mastery Class

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I love teaching people how to use money as a tool to live their unique adventure. And that’s why I’m so excited about the Money Mastery Class.

This is more than an online course. It’s an interactive, community-driven experience.

This 5-week class will jumpstart your YNAB budgeting journey through:

  • Live, 1.5 hr weekly group lessons (Mondays at 8pm EST)
  • Live, 1 hr weekly office hours for Q+A and examples (Thursdays at 8pm EST)
  • Access to a private Facebook group for ongoing support
  • And unlimited, direct email access to Nick for any questions

Start as a mediocre (or less than mediocre 🙂) money manager and transform into a Money Master, equipped with the knowledge to use money as a tool to live your adventure, in just 5 short weeks.

If you have schedule conflicts during any of the live lessons, don’t worry! You’ll have lifetime access to all course materials and recordings of all lessons/ Q+A sessions!

At the end of the Money Mastery Class, you will:

  • Have a personalized, realistic budget that’s understandable and manageable
  • Understand effective goal setting and build a repeatable process
  • Spend and save money in a way that reflects your priorities
  • Learn mindset techniques to:
    • Increase your patience throughout your financial journey
    • Analyze and understand your spending habits
    • Make money your #1 tool instead of your kryptonite
  • Know how to use money as a tool to live your unique adventure, whether it’s spending more time with family, traveling the world, or donating more of your time and money to the causes you care about most

We designed this class to guarantee success. We don’t want to sell a DIY course that you buy and never use. That’s why we’re offering a community-driven experience that allows you to embark on the journey of mastering your money with other, like-minded individuals.

We feel confident that if you participate in this class, you WILL master your money and be on track to achieve goals you previously thought were impossible.

That being said, we have a “YOUR MONEY’S NOT MASTERED 100% MONEY BACK GUARANTEE!” If you purchase the Money Mastery Class, attend (or watch) all sessions, and do not feel your financial life shows significant improvement, we WILL give you ALL of your money back. We may ask you for feedback, but only to improve our material in the future. There will be no pressure to stay enrolled or to continue working with us.

Sign-up below to get on the waitlist and be the first to hear when enrollment opens!

Class Outline (Oct. 7th - Nov. 7th)

This isn’t your typical online course. It’s an interactive, community-driven experience.




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Outcome

Understand budgeting with YNAB and set it up for your unique situation

Content

  • Start with Why
  • Create Your Budget
    • Add accounts
    • Create category groups
    • Organize categories
    • Manage savings
    • Manage credit cards
    • Set goals for categories
  • How to use YNAB to stop living paycheck to paycheck

Homework

  • Watch tutorial on accessing class materials through DropBox
  • Watch tutorial on how to download + use “Loom”
  • Complete the “YNAB Getting Started Checklist”
  • Email Nick or post questions to Facebook Group





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Outcome

Establish your weekly budget maintenance checklist

Content

  • Create simple daily + weekly routines for your budget
  • Reconciling accounts
  • Prioritize category funding
  • Advanced YNAB Tips
    • Reimbursements
    • Refunds
    • Quick budget section
    • Toolkit for YNAB

Homework

  • Install Toolkit for YNAB Chrome extension
  • Record all spending, reconcile accounts, and complete weekly checklist
  • Setup reimbursement categories (if needed)
  • Email Nick a video going over all your category groups + categories. You’ll receive a reply with feedback.





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Outcome

Establish priorities and values based on your big dreams. Then set specific goals that align with your priorities using an effective, repeatable framework

Content

  • Dreaming about your life in 1, 3, 5, and 10 years
  • Choosing your personal priorities + values
  • Reverse engineering your dreams into actionable steps today
  • Setting 12 week goals based on your unique values
  • Getting those goals into your budget

Homework

  • Submit the following via email or through Facebook group
    • Complete the 3 Year Dream exercise
    • Determine your top 3- 5 priorities/ values
    • Set 1- 3 financial goals for the next 3 months that align with your priorities








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Outcome

Visualize how your spending habits impact your goals, setting up your budget to achieve those goals, and tweak the budget so it “fun”

Content

  • Reverse engineer goals from week 3
  • Assess your planned spending
  • Assess your actual spending vs. the plan
  • Brainstorm ways to hit your goals
  • Choose the appropriate actions with my unique framework
  • Automating action steps to achieve your goals
  • Identify your non-negotiable spending so that you enjoy your budget
  • Identify potential obstacles and setup systems to overcome them

Homework

  • Submit via Loom through email or FB group
    • Tell me how your YNAB budget will help you hit your 3 month goals
    • Explain something you’ve automated to help you achieve your 3 month goal
    • Identify your non-negotiable fun spending
    • Identify you largest spending categories
    • Tell me which categories you struggle with overspending






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Outcome

Finalize your system so your budget is success for years to come

Content

  • Practical + Tactical
    • End of Month YNAB Budgeting Routine
    • Daily, weekly, and monthly checklists
    • Process for what to do with overspending and leftover money
  • Mindset + Planning
    • Review framework every 12 weeks (once per quarter)
    • Understand and Overcome The Sunk Cost Bias
    • Brainstorming tactics + ranking them on effectiveness
  • Revisiting Your Why To Stay On Track Towards Your Goals

Homework

  • Show that you’ve completed the end of month routine for July
  • Explain how you can use your budget and goal setting process every 12 weeks to build your dream life
  • Complete the feedback form for this Mini-Class
  • Send Nick any and all questions!

Hear From Previous Students

Taylor

Todd

Kim

 

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Enrollment is currently closed.

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