THE ACADEMY
Offers The Master Class
A self-paced, holistic course designed to help you thrive with purpose, health, and financial confidence
included exclusively in
The Everything Retirement Bundle
Launching December 1, 2025.
The Master Class
Creating Your Holistic Retirement Plan
Our master class, Creating Your Holistic Retirement Plan, guides you step-by-step to design a retirement that's not only financially sound but deeply fulfilling.
Grounded in the core framework of our acclaimed book, Everything Retirement: A Holistic Approach to Your Future, this course empowers you to align your finances, health, lifestyle, relationships, and legacy into a powerful, personalized retirement roadmap.
The Everything Retirement Bundle
Design Your Retirement With Purpose and Confidence
The Everything Retirement Bundle provides a complete set of tools to guide your next chapter.
*Best Value*
Launch Price: $179
(First 90 Days)
Regular Price
(After 90 Days): $219
The Bundle includes:
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The Everything Retirement Bundle brings together all the tools, guidance, and support you need to plan your future with clarity and intention. If you're ready to create a retirement that feels meaningful, healthy, and financially secure, this is the best place to begin.
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With The Bundle, you’ll get:
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The eBook — your roadmap for the 10-step holistic retirement framework
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The Master Class — a 14-module, self-paced course to personalize your plan
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My Community — ongoing support, connection, and collaboration
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The Holistic Retirement Planning Kit — checklists, templates, and guided worksheets
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If you want step-by-step structure and a supportive space to grow
👉 The Bundle is the smartest and most cost-effective way to plan
What You'll Learn:
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Financial and emotional prep
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Post-career identity
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Wellness strategies
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Building routines and relationships
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Legacy and estate planning
What You Get:
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✅ Self-paced lessons
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✅ Downloadable worksheets
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✅ Author video insights
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✅ 12 months access
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✅ Community membership