financial coaching built on the Rich routine
explore optionswhich coaching path fits you?
choose your level of support — the system stays the same.
I’m a self-starter
I prefer working at my own pace with clear systems, templates, and community support. I don’t need regular check-ins but want structure and resources.
view foundationI need accountability
I want a guided 6-week cohort with Taylor, personalized strategy calls, and a small group keeping me on track.
view executivetwo paths. same proven system.
Both programs are built on the Rich Routine™ Money System. What changes is how closely you’re guided.
the rich routine™ money system
A composed approach to money — clear decisions, steady rhythms, and less friction over time.
Foundation Program
- complete curriculum with step-by-step lessons
- budgeting templates and money calculators
- Treasury platform (integrated chat & investing)
- licensed advisor support (can help compare investment options)
- 12 months of complete access to all materials
self-motivated individuals who want proven systems and community support but prefer working independently at their own pace
Investment: $1,000
Want to upgrade later? We’ll credit your $1,000 toward Executive—you’ll join the next cohort.
Executive Coaching
- 6-week live cohort (6 people per group)
- weekly group sessions with Taylor (cohort picks time based on availability, recordings provided)
- two private 1:1 strategy calls scheduled during cohort (weeks 2 & 4)
- everything in foundation included
- 12 months of community & office hours access
individuals who want expert guidance, structured accountability, and personalized strategies in a small group setting
Investment: $2,500 or payment plan available
New cohorts start every other month.
Executive Students Get:
Immediate access to all 7 training parts at enrollment—go through them during your 6-week cohort or at your own pace.
After 12 Months:
Continue community access, office hours, and workshops for $500/year (optional annual renewal).
side-by-side comparison
| what you get | foundation | executive |
|---|---|---|
| program duration | 12 months access | 6-week cohort + 12 months access |
| complete curriculum | ✓ | ✓ |
| templates & tools | ✓ | ✓ |
| community access | ✓ | ✓ |
| licensed advisor | ✓ | ✓ |
| 1:1 strategy calls | — | 2 private calls |
| group accountability | — | 6-person cohort |
| weekly office hours | ✓ | ✓ |
| live cohort sessions | — | 6 weekly sessions |
Executive graduates: Want ongoing accountability?
Add monthly 1:1 coaching calls for $150/month (6-month minimum commitment). Starts 1 month after your cohort ends. Keep momentum with regular check-ins, weekday Slack support, and progress tracking—whatever you need each month.
what every program includes
complete money system
step-by-step curriculum covering budgeting, debt payoff, saving, and investing with proven frameworks
templates & tools
ready-to-use spreadsheets, calculators, and tracking systems so you never start from scratch
expert support
access to licensed advisors for investment questions and guidance on complex financial decisions
treasury platform
integrated community for chat, investing, and connecting with peers—all in one place
mindset training
address the psychological barriers that keep you stuck so you can finally change your money habits
action-focused
no theory without action — every lesson includes practical assignments to implement immediately
learn more about financial coaching
quick reads to help you understand coaching and make the best decision
what is financial coaching?
understand how financial coaching works and how it differs from financial advising or therapy
read guidebenefits of coaching
discover how coaching transforms your relationship with money and builds lasting wealth habits
read guidecoach vs. advisor
learn the key differences and which type of professional support is right for your situation
read guidecoaching myths busted
separate fact from fiction about what financial coaching is and who it’s designed for
read guidehow to find a coach
a practical step-by-step guide to finding the right financial coach for your goals
read guidesigns you need coaching
recognize the signals that coaching could dramatically accelerate your financial progress
read guidehow to get started
choose your path
select foundation for self-paced learning or executive for personalized 1:1 coaching based on your needs
strategy session
meet with a client success advisor to create your personalized roadmap and set clear goals
start building
begin your program with immediate access to courses, tools, and support to transform your finances
questions about which program is right for you?
request a strategy session30-day conditional guarantee
Foundation: If you complete Parts 1–2, submit core worksheets (Money Snapshot + 5-account plan), and attend or watch one office hours session — and still don’t feel clearer — email support within 30 days for a refund.
Executive: If within 60 days you attend your 1:1 sessions, complete initial assignments, participate in at least one office hour, and don’t feel you gained real clarity or a concrete plan, you can request a refund.
Translation: you have to try it for real before you decide.
your financial transformation starts today
join thousands who’ve taken control of their money, eliminated debt, and started building real wealth with proven coaching