Does this sound familiar...?
You want to work on your money strategy, so you turn to Google. After two hours of research, you're just as confused as when you started because it's information overload. You're afraid to make the wrong moves with your money, so you do nothing and stay in the same place...
You lack confidence in yourself when it comes to money. Maybe you haven't received solid financial training, maybe you've made money mistakes in the past, or maybe someone else, like your partner, has always made the financial decisions for you because finances "just aren't your thing..."
And you're too dang busy to juggle it all! After taking care of everything at work and at home, financial planning is not at the top of the to-do list. Maybe one day you'll get around to it...right?
Introducing the...
Simple Money System
The blueprint to:
✔️ increase your wealth by SIX FIGURES,
✔️ conquer your imposter syndrome,
✔️ and become completely confident that you can make the right financial decisions for you and your family!
This course will be a gamechanger for your approach to money. And, you will get LIFETIME ACCESS!
In just 6 weeks, you will go from...
◾ Not knowing whether you are making the right choices or if you'll have enough money to retire
◾ Feeling like you have no real plan for your money and you lack the skills to create one
◾ Spending money impulsively without understanding how your decisions impact the big picture
◾ Feeling totally overwhelmed, confused or disorganized with your finances
◾ Believing that you're just not great with money and probably never will be
to...
◾ Knowing you're making all the right choices with your money and feeling at peace that your family's financial future is protected
◾ Having total clarity about your financial goals and HOW to achieve them, so that you can build meaningful wealth
◾ Acting on healthy money habits that you pass down to your children, which will positively impact your family for generations
◾ Understanding how your daily spending decisions impact your overall finances
◾ Truly becoming the type of person that is great with money
This course is perfect for you if...
⭐ You want a step-by-step strategy to add six figures to your wealth, without the guesswork.
⭐ You want a money system that you can set up and maintain yourself (even if you don't have much financial knowledge).
⭐ You want to be intentional about how you use your money.
⭐ You want to automate as much as possible, so you can "set it and forget it!"
⭐ You want to invest responsibly without having to keep up with the stock market.
⭐ You have some habits and attitudes around money that have been holding you back from achieving your version of success.
This course is not for you if...
🚫 You're looking to "get rich quick"... that's not my jam.
🚫 You're interested in learning about day trading... we are all about long-term investments in this course.
🚫 You're looking for personal financial advice tailored to you... in that case, working with a financial advisor may be a better fit.
🚫 You already have a comprehensive money system in place that is meeting all of your needs.
The Simple Money System
Regularly priced at $899...
On sale for a limited time at
$497
Here's what we'll cover...
◾ Creating good money habits that will become second-nature
◾ Getting clear on what makes you happy so that you can be intentional with your spending
◾ Understanding your current financial position and how much you should be saving going forward
◾ Selecting the right financial goals and developing a specific monthly plan to meet them
◾ Creating and automating your budget so the work is done for you every month
◾ Choosing the right accounts for your financial goals
◾ Investing basics - just what you need to know without getting too overwhelming
◾ Bringing it all together with automation so your money is always working for you
Each of the six modules includes a workbook so you can follow along and set up the system for yourself. By the end of the course, you will have set up your completely working system.
After the course...
All you will need to do is check-in on your progress, which takes just 5 minutes per day and 30 minutes at the end of each month. And because you have lifetime access... you can re-do the course each year to update your financial goals and make sure you're always on track.
This is the course that grows with you... You can come back again and again, no matter where you are on your financial journey.
Meet your instructor...
Hi, I'm Alicia!
I'm a CPA, finance nerd and busy, working mom. When I first started my financial journey, I was single, had no kids, and had A LOT more time on my hands to manage my money. After becoming a mom, I realized that the old way just wasn't cutting it. I let money management become an afterthought and stopped focusing on my financial goals.
After emerging from the fog of the first year of parenthood, it was time to get back on track. I created the Simple Money System to set and review my financial goals, and automate all of my money, so that I wouldn't have to think about it day-to-day. Fast forward to today, my net worth has skyrocketed to over $700K, and I am reaching milestones I never even thought were possible!
With the Simple Money System you can have those amazing results, too. I've been practicing accounting and finance for over 10 years. This course boils down my knowledge and experience to just the key principles and techniques you need to be effective. You don't need to know EVERYTHING about finance to be wildly successful. You just need to know a few of the RIGHT things and put them together in the RIGHT way.
Side note, I have Bachelors and Masters degrees in Accounting and I'm a Certified Public Accountant. I began my career in the audit practice of a Big 4 accounting firm. I am thrilled to be sharing my knowledge with you and to become your Finance BFF! <3
Check out the complete lesson plan...
- High-Yield Savings Accounts (7:19)
- Debt Strategies (6:46)
- Intro to Investing, part 1 (19:27)
- Intro to Investing, part 2 (23:51)
- Retirement Plans, Rollovers & Sample Plan (24:47)
- Retirement Plans for Self-Employed (2:54)
- Tracking Your Investments with Personal Capital (22:59)
- Setting Up Your 401(K) with Example (9:41)
- Investing in Your IRA with Example (5:54)
- Robo-Advisor Example (6:12)
- Investing in A Brokerage Account with Example (5:37)
- College Plans (3:38)
Frequently Asked Questions
What is the format of this course?
The course is pre-recorded so you can follow along at your own pace. It is broken up into six modules. Each module is approximately 1 to 2 hours long. The modules are made up of smaller sections, so you don't have to do the entire module at once. (I know you're short on time!) The full lesson plan is posted above so you know exactly what will be covered and the length of each section. Each module includes a workbook for you to fill out as you follow along, which will allow you to create your own unique money system.
Will I have lifetime access to the course?
Yep! Once you purchase the course, it will always be available for you. You can revisit it and repeat it at any time. I actually recommend that you go through the steps each year to make sure your system is running like a well-oiled machine! Any future improvements to the course will also be included.
What if I am unhappy with the course?
I am confident that this course will bring you a ton of value. If you find that the course is not a good fit, I offer a 30-day money-back guarantee. I will issue a full refund if you can demonstrate that you attempted to apply the lessons and complete the exercises, but they weren't helpful. Just contact me directly at [email protected] for a refund. No refunds are available after 30 calendar days from the purchase date.
Is this course for beginners?
Yes! You don't need any significant financial knowledge to be successful with this course. In fact, the course will be valuable no matter where you are in your financial journey. As your needs evolve (i.e. you grow your family, you change jobs, you want to buy another home, etc.), you can revisit the course. Follow the steps again to review and re-set your money system for your current situation.
What if I don't have time to get through the course?
I know what it's like to be short on time! Set aside three hours a week in your calendar, for 6 weeks, to complete the lessons and exercises in the course. That's only 18 hours! By investing the time upfront, you will save yourself hours down the line trying to Google your way to success. Not to mention, you may even be able to retire a few years earlier than if you didn't have a money system. That's years of saved time! Make it happen.
Will I have one-on-one contact with Alicia?
No, this course is entirely self-paced without my direct involvement. If you have questions, you can email me at [email protected]. I may answer them in an FAQ, Facebook or Instagram live, or other format to benefit my students. I also love to hear your feedback on the course so that I can continue improving it. Your lifetime access will include any future improvements to the course.
Is this course helpful if I live outside of the U.S.?
Yes, the course is meant to be a framework for managing your money, which works anywhere. Some of the tools that we use, however, such as Mint, only support U.S. institutions. You are welcome to use other programs supported in your region. Some of the accounts discussed in Module 5 will not be available to you, such as specific retirement accounts. These accounts are specific to U.S. tax regulations. The course does not cover retirement accounts outside of the U.S. The calculations, steps and strategies to manage your money and build wealth will work regardless of your home country.