Financial Planning The Way it SHOULD HAVE BEEN TAUGHT! 

Limited - one time only - Take this course with me for free. 

Let Me give you my Designing Your Financial Fortress training course for FREE (regular price $497)

Let me help you rethink your financial plans - based on modeling of the most successful wealth dynasties in history, I'm going to share with you how to implement these principles and rebuild your financial plans.


Jeremy Whaley is a deeply committed, compassionate and comprehensive teacher, mentor and coach. Simply stated, over the past 8 years he has had a major and positively significant impact on my life.

Dr. Ken Maynard Coaching Client

What's Included?

Re-think Your Money

What we were taught about money for the last 80 years was wrong - in this eye opening training you will learn how to think about income and cash flow like never before - it's what your financial planner would have taught you if only they knew! 


I'm going to teach this series LIVE via zoom webinars - and you will get the link for every session, no catch. (this is for live sessions only, recordings are not included).

Get a Plan for The Future

Finally, a financial plan that will excite you and give you something to look forward to. Most plans tell you what you can't have, this one will tell you what you get to have!  And more importantly, how attainable it really can be to achieve.