build your financial foundation with the rich routine
wealth is not built through urgency. it is built through order. get the structured system, expert support, and community to start your journey.
the rich routine philosophy
Most people struggle with money not because they lack intelligence, income, or effort — but because their financial lives are reactive, noisy, and constantly changing.
The Foundation program exists to correct that. It’s a system for building wealth quietly, in the right order, without constant decision-making. Not through hustle. Not through optimization spirals. Not through doing more.
You’ll build order before optimization. Rhythm over motivation. Stability before growth. And you’ll do it all with a money system that runs quietly in the background — supporting your life, not dominating it.
the rich routine principles
order before optimization
you do not optimize chaos. before investing, scaling, or accelerating, money must move clearly and deliberately.
rhythm over motivation
motivation fluctuates. systems endure. wealth is built through predictable patterns, not emotional effort.
stability before growth
risk is only intelligent when the downside is contained. cash buffers and margin come before compounding.
quiet by design
a good money system runs in the background. it supports life — it does not dominate it. wealth should feel quiet.
what you’ll learn
seven parts designed to build clarity, rhythm, and lasting wealth
start here
get oriented with the program, community, and weekly office hours
- program overview & setup
- community navigation
- office hours roadmap
build your financial foundation
shift to ceo mindset and understand your complete financial picture
- ceo money mindset
- balance sheet & net worth
- financial priority system
emergency fund strategy
build protection and peace of mind before anything else
- sizing & purpose
- high-yield account setup
- protection vs wealth balance
debt elimination strategy
create a clear path to debt freedom without restriction
- debt triage & prioritization
- avalanche vs snowball methods
- payoff timeline planning
the rich routine™ system
install the 5-account automated setup that runs quietly
- 5-account automated setup
- monthly money flow mapping
- bill alignment & automations
start investing
begin building wealth without information overload
- 401k / IRA / brokerage explained
- ETF & index fund basics
- first investment account setup
manage & grow your investments
maintain and scale your portfolio as your wealth grows
- portfolio management basics
- tax-advantaged strategies
- long-term wealth systems
implementation support
everything you need to actually build the system
- bank & brokerage setup blueprint
- automation workshop
- system optimization checklists
what you get
complete curriculum
7-part training covering foundation building, debt elimination, emergency funds, and wealth systems
templates & tools
money snapshot worksheet, 5-account plan, paycheck flow map, and automation rules
30-min onboarding call
implementation specialist helps you map accounts, identify money leaks, and set first automations
weekly office hours
live group sessions with Taylor for any money questions—budgeting, debt, investing, career moves, big decisions (recordings available)
treasury platform
integrated platform for community chat, investment tracking, and brokerage accounts for stocks/ETFs—plus licensed advisor support (messages answered within 1-2 business days)
12 months access
full year to implement at your pace, revisit lessons, and get support when you need it
real students. real results.
$3.8 million invested to date by our community
choose your coaching level
| feature | foundation | executive |
|---|---|---|
| duration | 12 months | 12 months |
| all courses & tools | ✓ | ✓ |
| licensed advisor | ✓ | ✓ |
| community access | ✓ | ✓ |
| 1:1 sessions with taylor | — | ✓ |
| feedback on assignments | — | ✓ |
| live Q&A sessions | — | ✓ |
| best for | self-starters | those who want accountability |
investment
one payment for complete access to the foundation program
foundation includes:
- full access to all 7 training parts
- group onboarding call (weekly recurring, join when you’re ready)
- weekly group office hours with Taylor (any money topics)
- Treasury community platform (integrated chat & investing)
- proven templates and worksheets
- 12 months of complete access
- upgrade option to executive coaching (we’ll credit your Foundation investment)
30-day conditional guarantee
If you complete Parts 1–2, submit the core worksheets (Money Snapshot + 5-account plan), and attend or watch one office hours session — and you still don’t feel clearer — email support within 30 days for a refund.
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 answer your questions, confirm foundation is right for you, and help you get started.
do i need any prior financial knowledge?
no. foundation is designed for beginners. we start with the basics and build up to more advanced topics. if you can follow a recipe, you can follow this program.
how much time do i need each week?
most students spend 2-3 hours per week on coursework and exercises. it’s self-paced, so you can work faster or slower based on your schedule. weekly office hours are optional but recommended.
can i upgrade to executive coaching later?
yes. you can upgrade to executive coaching at any time and we’ll credit your foundation investment ($1,000). you’ll join the next available cohort start date (cohorts launch every other month). your remaining Foundation access time will carry over after the 6-week cohort.
what if i fall behind in the program?
no problem. this is self-paced learning. you have full access for 12 months, and you can revisit any course as many times as you need. the community and office hours are there to help when you get stuck.
will this work if i have a lot of debt?
absolutely. many of our most successful students started with significant debt. you’ll learn how to build a money system that handles debt payoff alongside your other financial goals, plus strategies for optimizing your cash flow.
what happens after 12 months?
you can continue with community access, office hours, and workshops for $500/year. this is optional—many students renew to stay connected and keep momentum going.
your financial transformation starts today
join thousands who’ve taken control of their money, eliminated debt, and started building real wealth with proven coaching