Free Plans

Everyone needs a financial plan. We've interviewed hundreds of millionaires to come up with three basic plans. Study and decide what's best for you.


Getting Started

For the person that’s new to the game and working on that first million.



For the millionaire on the path to financial freedom.



For the multi-millionaire working on generational wealth.

It’s important to identify your ‘why’. Why are you saving? Why are you investing? Why do you spend money the way you do? Your ‘why’ will help you create and execute your financial plan and ultimately shape your future. Study the three levels of investors above to understand how other millionaires are growing their money.

The information provided on this website are personal opinions. does not claim to be a financial advisor, attorney or accountant. Consult with your own financial professionals before making any financial decisions.