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
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, guided system to help you navigate your next chapter with clarity and intention. Built on the 10-Step Holistic Planning Path™ and the Five Pillars Framework™, it supports balanced decision-making across your financial life, health, lifestyle, purpose, and relationships.
*Best Value*
Price: $179
The Bundle includes:
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The eBook — Your foundation and guiding perspective
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The Master Class — A 14-module, self-paced planning experience
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The Holistic Retirement Planning Kit — Practical worksheets and structured tools
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The Community — A space for engagement, insight, support, and ongoing alignment
Everything works together as one cohesive framework — supporting clarity today and adaptability over time.
👉 The Bundle is the most complete and cost-effective way to engage Everything Retirement®.
What You'll Explore:
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Strengthening financial and personal readiness
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Redefining identity beyond career
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Supporting Long-term Health and Wellness strategies
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Building meaningful routines and relationships
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Clarifying legacy and estate planning
What You Get:
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✅ Guided, self-paced learning
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✅ Practical worksheets and structured planning tools
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✅ Framework-driven insights and reflections
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✅ Direction through the 10-Step Holistic Planning Path™
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✅ Balance across the Five Pillars Framework™
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✅ Community access for ongoing connection and alignment