The Purpose Driven Money Blueprint is a 12-module course that shows you how to free up the cash you are already spending on debt and interest — then convert it into retirement income that is guaranteed, tax-advantaged, and does not depend on the market behaving.
$97 one time
Instant access · 73-page workbook · 12 worksheets · 12-part email series · a private Design Session · yours to keep
Get Instant Access — $9730-day refund guarantee — work through the first three modules; if it is not what you expected, reply to any email and I will refund you in full. You keep the workbook.
It is the tired of doing everything right and feeling like you are standing still.
You make good money. You pay your bills on time. You put something into the 401(k) every pay period because that is what you were told to do. And still — somewhere around the middle of the month — you catch yourself doing the math again. And the math never quite works.
Here is what more than twenty years in this industry has taught me: the problem usually is not you. It is not your discipline and it is not your effort. It is the design.
Most people never designed a financial life. They inherited one — max the 401(k), pay the minimums, hope the market cooperates — and they have been running it ever since without ever asking whether it was built for them, or for somebody else.
The four ways money leaks out of a financial life that looks healthy on paper — and the engine that captures it instead. How to eliminate credit card debt and a mortgage years early, without extra payments and without losing access to the money you use to do it.
The seven steps of the Lifetime Income Plan. What your retirement actually costs per month. What is already guaranteed. The gap between them, and what closes it. Tax buckets, withdrawal sequencing, Social Security timing, and stress-testing the whole thing before you need it to hold.
Every module ends with a worksheet where you write your own numbers. That is the part that matters. Reading it makes you informed; filling it in is what produces a plan.
A 73-page course workbook — 12 modules, 12 worksheets, real case studies with real numbers, delivered instantly as a PDF you can print or fill in on screen.
12 emails, one per module, that walk you through at whatever pace you choose — so the course does not become another PDF you meant to read.
A private 45-minute conversation applying your completed worksheets to your actual numbers. No cost, no obligation. Included with the course.
It cannot replace a conversation. I do not know your health, your state, your carrier options, your exact tax situation, or what your spouse actually wants.
A course teaches the framework. Only a conversation applies it to a specific life. Anyone selling you a course that claims to replace personalized advice is selling you something that does not exist.
What this course does is get you to that conversation prepared — with your numbers already in hand, knowing which questions matter.
No. Nothing in the course requires you to purchase anything from me or anyone. If you work through it and take it to a different advisor entirely, it did its job.
It is education that leads to an optional conversation — and I am telling you that plainly rather than hiding it. The workbook contains the actual strategies, numbers, and worksheets, including a page of questions designed to help you evaluate any agent, including me.
Most people spend six to eight weeks at two modules per weekend. Some finish in twelve days. There is no clock.
No, but your starting point is different. The course tells you where to begin based on your age; in your late sixties the highest-value modules are 6, 10, 11, and 12.
Bring them the worksheets. Most advisors welcome a client who arrives with a completed asset inventory and a defined income gap. If yours does not, that is useful information.
It is drawn from them, but it is not a summary. The books teach the concepts in depth; the course teaches the sequence and gives you the worksheets. They work well together and neither replaces the other.
Instant access · 73-page workbook · 12 worksheets · 12-part email series · a private Design Session · $97, yours to keep.
Get Instant Access — $97Secure checkout through PayPal · 30-day refund guarantee