Our Services
Tradesman Toolkit
$1 month per Employee or Student
This tier focuses on more intermediate financial planning and goal setting for those with a few years of experience managing their finances.
Cash Flow & Budgeting: Tools for managing overtime, side hustle income, non-routine trade expenses (tools, gear, certifications), and income forecasting.
Debt Payoff Plans: Step-by-step strategies for paying down debt (snowball/avalanche methods), improving credit scores, and creditor negotiation tips.
Savings & Investing Basics: Frameworks for medium-term goals (vehicle/equipment down payments), compounding interest fundamentals, and starter investment concepts based on risk tolerance.
Trade Insurance & Benefits: Plain-English breakdowns of employer benefit packages, health/disability/life coverage, and supplemental insurance options.
Goal Setting & Progress Tracking: SMART goal templates and practical tracking tools built specifically for working tradespeople.
Live Community Q&A: Access to regular online group Q&A sessions to ask questions, troubleshoot real-world scenarios, and learn alongside peers.
*Recommended Tier for Workers Aged 20–30: Best suited for apprentices and young journey-level workers setting up their financial foundation, learning how to manage overtime pay, buying initial tools, and establishing early savings habits.
Master Apprentice
$5 month per Employee or Student
This premium tier is designed to empower individuals with significant financial knowledge, including those looking to start a business or who are currently in business. It offers in-depth resources and connections to qualified professionals for building long-term financial security, focusing on providing advanced educational content and personalized guidance on complex financial and business-related topics.
Advanced Investment & Retirement Education: Deep dives into stocks, real estate, portfolio diversification, and trade-relevant tax-advantaged accounts (Roth IRA, Traditional IRA, SEP IRA), along with retirement income forecasting and account rollover mechanics.
Trade-Specific Tax & Estate Fundamentals: In-depth modules on trade tax deductions (tools, mileage, business expenses), tax minimization strategies, tax prep resources, and foundational estate planning concepts (wills, trusts, beneficiary setups).
1-on-1 Educational Coaching: Individual video or phone coaching sessions provided to walk through complex financial topics and clarify strategic choices.
Advisor Vetting Checklist: Practical criteria, key questions to ask, and guidance on how to independently find and evaluate a fee-only, fiduciary advisor when ready for external management.
Priority Access & Exclusive Content: Priority booking for 1-on-1 coaching, plus access to specialized self-paced workshops and downloadable financial guides.
*Recommended Tier for Workers Aged 30–50+: Ideal for mid-to-late career tradespeople, job site supervisors, and prospective shop owners focused on wealth preservation, retirement readiness, complex tax strategies, and 1-on-1 guidance.