Time to optimize.

Terms and Conditions

Before you enroll, please take a moment to review these terms and conditions. By purchasing and participating in this course, you agree to abide by the policies outlined below.

Course Access AND Software Access is upon successful enrollment, you'll gain immediate access to the course materials, including video lessons, downloadable resources, and a private community forum. Your access is valid for the lifetime of the course. However, I reserve the right to remove, modify or update any content as needed.

Course Usage

This course is for your personal use only. You cannot share access, materials, or content with any other individuals. Screen recording, downloading, redistributing or reselling any portion of the course is strictly prohibited. Please respect the intellectual property rights involved.

Community Guidelines

The private community forum is a space for constructive discussion and mutual support among students. However, I have a zero-tolerance policy for any harassment, hate speech, spam, or illegal activities. Anyone violating these guidelines may have their access revoked without refund.

No Guarantees

While the course content is highly actionable, I cannot guarantee any specific results. Your progress depends on your consistent effort, dedication, and ability to implement the strategies taught. There are no "get rich quick" promises here.

Refund Policy I offer a 3-day money-back guarantee from your date of purchase. If you're unsatisfied for any reason, simply reach out within that timeframe for a full, no-questions-asked refund. If you have concerns after 3 days and aren't satisfied, just email me the reason and I'll shoot you a reply.

Changes to Terms

I reserve the right to update or modify these terms at any time. Your continued participation in the course after any revisions constitutes acceptance of the new terms.

By enrolling, you affirm that you have read, understood, and agreed to all the above terms and conditions. I'm excited to have you in the academy!

This course and the tools are meant for educational purposes only and this is not specific financial advice nor recommendations for your specific financial strategy. We recommend working with an advisor directly if you want specific guidance. Confirming your subscription acknowledges this!

Early Retirement Academy

  • Access to the same software I use for my clients (and in my videos).
  • Invest smarter to protect your portfolio and grow your future income. Learn the exact investments I use for clients.
  • Reduce taxes so you keep more of your hard-earned savings. 
  • Understand where you are in relation to your early retirement and what you need to get there.
  • My favorite resources to reduce hassle in your financial life.
  • NOT YET BUT COMING: A full community with access to me and my team and other early retirement community members to begin sharing where you are in relation to your journey and to learn from others in a similar situation (and those who have already done it)!

Important:

  • You will receive TWO emails upon purchase (please check SPAM as a few people have mentioned one or both will go there)
  • You will receive one with immediately helpful resources (checklists, flowcharts, calculators, etc.) to begin optimizing.
  • You will receive another email with a link to sign up in order to use your client portal and software tool that I use for my clients and that you are probably itching to begin playing around with :)