Plan for a better future, Today!

After nearly a decade in finance, Richard realized that the resources available for couples starting a financial partnership together were completely inadequate. Glossy books with worksheets just aren't a plausible solution for most busy newlyweds who are far more comfortable operating in a digital medium.  On top of that, CFPs and CPAs are expensive and often out of reach for newlyweds just starting out who can't afford $250/hr consulting rates or who don't have several hundred thousand dollars to invest. Together with Victor (a software engineer) and Trevor, (his business partner and fellow CPA/CFP) we set out to address this problem. We thought to ourselves, what questions are young couples constantly bringing up? What are they all concerned about? How can we package the answers to those questions/concerns into a digital product that's affordable? This was the roadmap for what has become Marriage Money Bootcamp. Richard and the team built a program going through exercises that he's done with hundreds of clients over the years. These same exercises that he's gone through with his wife as well! How much should we save each month for the down payment on a home? What types of college savings plans should we consider for our baby? What's the most practical way to pay off our debts? How do we budget together and set financial goals together? Helping young people answer these questions is our passion. We feel we've done a pretty good job addressing most of these in our course and we hope you join us on the ride!

  • $49.99

Marriage Money Bootcamp

Marriage Money Bootcamp is a personal finance course tailored for couples.   It’s cheaper than in-person professional counseling, and is built by professionals with the qualifications and expertise at a fraction of the cost. It’s 100% online to fit your schedule and guides you through all the core personal finance topics.

  • $129

DIY Financial Planning: Home Purchase

The average home buyer prospect spends over 52 hours figuring out the finances for their home purchase. Do it the right way, in less time than it takes to watch a movie. This course is taught by professional financial planners who are experts in the field. We'll guide you through the process of getting your finances in order through strategies, exercises, and templates used by actual certified financial planner's. *** Here's the outline, and check out the preview videos below.*** Here are some of the topics that we cover: Home Purchase Fundamentals Reasons why home ownership is key to long term financial (and non financial) success Tax advantages and inflation protection Owning vs renting comparison and timing consideration Should I Rent or Buy? What's costs are included in down payments? Work through a spreadsheet that outputs cost to own and how much you would save relative to renting Intro to Mortgages What 2008's recession taught us about mortgages Why to avoid just accepting a lender's initial offer ARM vs Fixed mortgages and avoiding PMI Calculate Total Monthly Housing Cost Uncover total costs including monthly taxes, home owners insurance, etc. How banker's use front/back-end ratio to determine how much you can afford per month Factoring in existing debts and why to address credit card payments first! Calculate How Much Mortgage You Can Afford Can you afford this house? Getting to a clear yes or no. Summing up monthly housing costs Affording a down payment is not the same as affording a home Calculating Your House Downpayment Spreadsheet Walkthrough Planning for closing costs with an example of an actual closing disclosure sheet Planning for home price inflation Using your saved downpayment funds as an investment first Options to consider if you don't quite have all of the downpayment ready Credit Score Considerations for a Home Purchase

Get the inside scoop

Get product updates, launch info, and special deals by signing up for my product newsletter.

You're signing up to receive emails from Marriage Money Bootcamp