stop guessing with money. build a system you can trust.
6-week small-group coaching sprint (max 6 people) + 12 months of support
if money decisions feel heavy…
It’s not because you’re “bad with money.”
It’s because you’re trying to build a real life with:
- conflicting internet advice
- inconsistent routines
- big decisions (investing, moving, job changes, big purchases)
- and no one to sanity-check the order of operations
On paper you’re doing “fine”… but it still feels loud.
Executive Cohort turns “I think I’m doing the right things?” into “I know what I’m doing, I know why, and I know what’s next.”
who this is for
this is for you if you:
- earn income but don’t feel intentional yet
- want a system that works with your real life (not restriction)
- start strong… then fall off when life gets busy
- want someone to look at your real numbers and help you choose what matters first
- want support that feels clear, structured, and judgment-free
this is NOT for you if you:
- want a quick fix or shortcuts
- don’t want to take action between calls
- only want “information” (and not accountability)
- just need a basic intro (Foundation is likely a better fit)
how this actually works
no mystery. just a clear path forward.
apply
tell us your goals + current situation (3 minutes)
strategy session
free 20-min call to confirm fit + map your path
enroll
portal access + schedule your 1:1s + join cohort
6-week sprint
live calls + implementation + feedback
12-month support
office hours + community + ongoing guidance
What we need from you: show up, be honest with numbers, do the small weekly actions.
What you get from us: clarity, structure, accountability, and decision support.
what you get
6-week cohort sprint
small group (max 6 people)
- 6 weekly live group sessions with Taylor
- cohort picks time based on availability
- step-by-step implementation path
- accountability + feedback on your setup
- recordings provided
private support
personalized to your situation
- 2 private 1:1 calls with Taylor (weeks 2 & 4)
- scheduled during cohort
- expert feedback on assignments
- private cohort group chat
- responses within 1-2 business days
12 months of support
so it actually sticks
- weekly office hours with Taylor (any money topics)
- immediate access to all 7 training parts
- Treasury platform (community + investing + tracking)
- licensed advisor support (1-2 business day response)
- $500/year optional renewal after
week-by-week: what happens in the 6-week sprint
~1-2 hours/week between calls, assignments, and routines
week 1
foundation + money snapshot
- full baseline audit (income, expenses, debt, accounts)
- install your core “money system” structure
- set your first 30-90 day priorities
week 2
implementation (with support)
- automate what you can
- fix the friction points (the stuff that makes you fall off)
- get feedback on your setup
- Private 1:1 call with Taylor
week 3
strategy + personalization
- adjust your system to your real life (not a template)
- confirm debt + savings priorities
- build decision rules so you stop second-guessing
week 4
stabilization
- pressure-test your system through a “messy month” scenario
- simplify accounts/apps so it feels easy to maintain
- Private 1:1 call with Taylor
week 5
investing + next moves
- clarify investing readiness + next steps
- simple ETF + investing decision rubric
- automation plan so consistency doesn’t depend on motivation
- decision rules: when to invest vs. pay debt vs. build cash
week 6
lock it in + 12-month roadmap
- finalize your 12-month wealth plan + 90-day sprint
- set your review rhythm for the next year
- walk away confident and self-directed
real students. real results.
$3.8 million invested to date by our community
mariela r.
“finally feel in control of my money”
juan b.
“went from impulsive to strategic”
sreeja s.
“took ownership of my finances”
christian b.
“found financial peace”
abraham g.
“from indecisive to crystal clear”
matthew b.
“built investment strategy”
foundation vs executive
foundation program
- self-paced learning with 7 training parts
- 12 months access to everything
- Treasury platform (chat + investing)
- weekly office hours with Taylor
- licensed advisor support
- group onboarding call
$1,000
best for self-starters
executive cohort
- everything in Foundation PLUS
- 6-week live cohort (6 people max)
- weekly group sessions with Taylor
- 2 private 1:1 strategy calls
- assignment feedback
- private cohort chat
- immediate access to all 7 parts
$2,500
best for those who need accountability
Foundation students can upgrade anytime—we’ll credit your $1,000 and you’ll join the next cohort (cohorts start every other month)
investment
Executive graduates: Want ongoing accountability? Add monthly 1:1 coaching calls for $150/month (6-month minimum). Starts 1 month after your cohort ends.
⚡ New cohorts start every other month — max 6 people per cohort
60-day action-based guarantee
If you do the work and still don’t get clarity + a concrete plan, you’re protected.
to qualify, you must:
- complete onboarding and initial roadmap work
- attend your 1:1 sessions (or booked equivalents)
- submit required assignments
- attend at least one office hour
- request refund within 60 days of program start
Translation: you have to try it for real before you decide.
common questions
what happens after i apply?
you’ll receive an email to schedule your complimentary strategy session with a client success advisor. they’ll map next steps, answer questions, and confirm if executive cohort is right for you.
i have debt or no emergency fund — should i wait?
no. if you’re stuck in this cycle, that’s exactly why you need coaching. most people wait for the “perfect time” that never comes. executive cohort helps you build a system that handles debt, saves for emergencies, and plans for the future — all at once.
can this work with my busy schedule?
yes. your cohort picks the weekly session time based on group availability. all sessions are recorded if you can’t attend live. for your 1:1 calls with Taylor, you’ll schedule times that work for you during the cohort.
when do cohorts start?
new cohorts start every other month, with a maximum of 6 clients per cohort for personalized attention.
can i upgrade from foundation later?
yes! we’ll credit your foundation investment ($1,000) toward executive. you’ll join the next available cohort start date. your remaining foundation access time will carry over after the 6-week cohort.
do i need prior financial experience?
no. whether you’re just starting or looking to level up your systems, executive cohort meets you where you are.
what’s the difference between foundation and executive?
foundation is self-paced learning with community support. executive is personalized guidance with a 6-week live cohort, accountability, feedback on your real numbers, and 2 private calls with Taylor.
ready to stop guessing?
join executive cohort and build a money system you can trust—with guidance, accountability, and support for a full year.
if executive isn’t the best fit, we’ll point you to the right path