The Money Milestones are designed to help you stay focused and motivated along your journey to Financial Freedom. They can help you learn where you’re at with your finances and set goals to help you save more, eliminate debt, build wealth, and live generously.

Family traveling in the mountains.

A guide to help you reach financial freedom and become debt-free.

Answer a few quick questions through the personal assessment and see which Money Milestone you’re on. Then, you’ll receive a personalized plan with the steps to help you achieve financial freedom.

The steps to financial freedom start here.

How the Money Milestones can help you…

  • You’ll receive a personalized plan with free tools, resources, and guidance to help you manage your finances.

  • After you achieve each milestone, you’ll have the confidence and momentum to keep going!

  • We’re here to support you every step of the way.