LIVING PAYCHECK TO PAYCHECK?
FRUSTRATED BY YOUR LACK OF SAVINGS?
SCARED TO INVEST IN THE STOCK MARKET?
INTIMIDATED BY FINANCIAL "EXPERTS"?
YOU'RE NOT ALONE. I KNOW HOW YOU FEEL AND I AM HERE TO HELP.
You see, even though I’m a CERTIFIED FINANCIAL PLANNER, I’ve been through the same money challenges, concerns, milestones and successes you probably have. I know from first-hand experience how hard managing money can be, and how even though we all kind of know what we should do with our money–spend less than we earn and save for the future–money still is a complex subject full of emotions and learning lessons that make many people want to completely avoid it altogether.
But since money will always be a part of your life, it’s time you actually learn how to use it and educate yourself about money management and personal finance strategies once and for all. Good money management is a skill that anyone can learn, regardless of where you are financially. I believe that with a basic understanding of personal finance, you can begin to change the trajectory of your financial life and start to live from a place of excitement and empowerment about your money.
And that’s the exact reason why I created this online Money Class!
YOUR FINANCIAL LIFE CAN LOOK MORE LIKE THIS...
I track my income and expenses regularly and confidently.
I happily save every month toward my financial goals.
I measure my financial success and feel successful no matter what "everybody else" is doing.
I have more than enough money to cover those random emergencies that come up.
I have a great credit score!
I pay off my debts in the most efficient way.
I have the vision and the money to live my ideal life and spend guilt-free (travel, health, clothes, even lattes!)
I understand the different types of retirement accounts contribute to them regularly for my retirement goal.
I understand the basics of investing and what my risk tolerance is so that I can invest wisely for my future.
I have the right insurance policies in place to protect income, car, home, and family.
YOUR MONEY, REAL ADVICE
The Money Class is a 6-module online home-study course, where I teach you personal finance and money management.
Discover your money blocks, old habits, and patterns
Let go of any stories and shame around money
Learn wealth consciousness and increase your ability to receive
Learn how to create realistic, exciting financial goals
Learn how to calculate your net worth and measure financial success
Create your spending plan so paycheck-to-paycheck living is no longer your reality
Learn how to manage your money with ease week-by-week
Pay Off Debt
Pay off your debts in the most efficient and effective way
Discover what will improve your credit score
Create a cash cushion to help cover any unexpected expenses that arise
Find out why having insurance is so important to your financial health
Learn the basics of disability and life insurance
Understand the basics of estate planning to help protect yourself, your loved ones and your assets
Learn how to plan your financial future
Answer the questions and considerations for your retirement-planning projections
Learn the difference between a 401k, IRA, Roth IRA and other retirement accounts
Learn why investing is so critical to your financial success over time
Learn the difference between stocks, bonds and mutual funds
Learn investing tips to help you stay invested for the long term
Each module comes with a workbook to help you through each lesson.
How To Manage Money in Uncertain Times
Financial Inventory Worksheet
A Financial Inventory worksheet so all of your information is in one place.
What Are Stock Options and How Do They Work?
with Russell Kroeger
CFP®, EA, Partner and Financial Planner, Upstart Wealth Management, LLC
5 Ways To Make Yourself Invincible In the Workplace
with Brittany Dolin, Co-founder of The Pocketbook Agency, a Los Angeles based leading recruiting firm focused solely on personal & executive-level support staff across the United States.
How To Become a Successful Real Estate Investor
with Ivan Estrada Broker Associate & CPA,
Ivan Estrada Properties,
Douglas Elliman Real Estate
What You Need To Know About Estate Planning
with Sona Tatiyants, Founder & Managing Attorney
6 Money Class Modules - 18 Workshops Total – (Value $2,997)
Money Class Workbooks - 6 Workbooks Total – (Value $497)
Financial Inventory Checklist - (Value $47)
Bonus Training: How To Manage Money in Uncertain Times – (Value $197)
Guest Expert Video Interviews – 4 Experts – (Value Priceless)
You Risk Nothing With My 100%, Rock Solid, Money-Back Guarantee
Your satisfaction is guaranteed thanks to my “Nothing-to-Risk”, Rock Solid, 100% Money-Back Guarantee. I don’t know how to put it any stronger than that. I’ve poured my heart and soul – and many, many hours – into creating the Money Class and I KNOW it will help you completely transform your relationship with money if you follow my suggestions and advice.
However, if you complete all of the modules and the worksheets totally and the Money Class still isn’t everything I’ve promised, simply contact me within 7 days and I’ll refund every penny of your purchase. No questions asked. No hard feelings. That’s how confident I am that the Money Class will work for you.
WHY MAKE ME YOUR MONEY MENTOR
Hi, I am Brittney Castro, CFP®, AAMS®, CRPC®, founder and CEO of Financially Wise Inc., a Los Angeles-based financial company whose mission is to teach individuals and couples the art of managing their money the fun and simple way. I am a Certified Financial Planner™, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, entrepreneur, and speaker.
After years of working in the corporate world of financial planning, I realized I wanted to work with clients the same way I talk about money with my friends–in a fun, personal, compassionate, relatable and nonjudgmental way. That is why I created Financially Wise, Inc. in 2013 as a financial planning firm with services ranging from fee-only financial planning, online money courses, financial wellness workshops, speaking engagements and brand partnerships.
I’ve become a well-known financial expert and a go-to resource for national media outlets. I’ve been featured on CNN, CNBC, The Wall Street Journal, The New York Times, CBS, KTLA, Good Day LA, Fox 11 News, Glamour, Elle, Marie Claire, Darling, Entrepreneur, Woman’s World, Financial Planning, Investment News, Registered Rep magazine and many more. I am a coveted speaker and host, and love spreading my wisdom about finance, entrepreneurship and smart investing to more individuals.
I was ranked one of the INVESTOPEDIA Top Influential Financial Advisors in 2017, 2018, 2019 and 2020 and elected as one of the 22 "Women To Watch" by InvestmentNews in 2018.
Additionally, I serve as the in-house CFP® for companies like Mint, Altruist and more and serve as a CFP® Pro spokeswoman in the CFP Board Center for Financial Planning campaign to educate more minorities about the career of financial planning.
YOUR FUN & EASY FINANCIAL FUTURE STARTS TODAY
Most people desire to be in a better financial situation. Most people want to learn personal finance and get their finances in order once and for all. Most people want to experience financial freedom and use their money to live a life they love.
The sad truth is most people just never take action to make those desires a reality.
If you don’t take action now, where will your finances be in a year? Five years? Ten years from now?
Will you continue to fret and worry over your finances? Will you continue to let money be a source of stress and anxiety in your life?
Or will you take action now and do something that could change the entire landscape of your financial future?
By enrolling in the Money Class, you are beginning the work necessary to finally get your finances under control and start living the life of your dreams using your money.
Spend the time to learn how to manage your money and discover financial strategies that you can use throughout your entire life.
Make this investment in yourself, right now, and be amazed to see what you’re capable of. And remember: because you’re protected with a 100% Money-Back Guarantee you risk nothing when you enroll in the Money Class right now.
Don’t let another year slip through your fingers without grasping this opportunity to take control of your financial destiny!