Join our 4-week Financial Zen Program

Get Financially Organized & Find Financial Peace of Mind

About the 4-Week Program


If you've ever been stressed about money, avoided looking at your bank account or credit card statements, or just feeling financial FOMO, this program was made for you.

Our Financial Zen program will help you to understand how we emotionally react to money, and guide you in building a healthy relationship with money while helping you with practical guidance to get your financial life organized. 

What You'll Learn 

Each weekly coaching session will systematically take you through the key components of building your financial roadmap, so you can unlock the life you want.


Week 1

Money Foundations

In our first session, we help you understand where money, and money decisions are showing up in your personal life. We also take you through your personal Money Atlas that includes activities, and exercises to help you make progress each week.

We’ll also guide you in developing your personal net worth tracker, so that you can begin understanding how you’re doing financially.

Week 2


In our second week, you’ll complete the Money Story exercise to identify behaviors, beliefs and triggers that might be holding you back when it comes to money. We then guide you to identify new role models, and goals, so you can begin transforming your relationship with money.


Week 3

Intentionality & Focus

This week we’ll uncover where you’re spending your money and your energy. We’ll help you pinpoint hidden spends, and help you become more intentional with your money, so you’re spending on things that give you joy.

Week 4

Goals & Acceptance

Now that we’re getting intentional with money, our final week is spent getting specific about our personal goals, and redirecting our finances to fund them. We’ll help you break down your goals into actionable steps, and before you finish, we’ll provide you with the support and accountability you need to begin achieving your goals.


Become Abundant with Money

"This program took me from an anxious, clueless, scarce view of money to one of abundance, understanding, and gratitude.


Through the program I realized, that when I’m present and mindful with my money, I don’t need to fear spending it on myself. It also helped me overcome the constant fear of not having enough of it.

The guidance, and coaching helped me to create and build multiple savings accounts for my different goals, and also helped me realize how capable I am of paying off my law school debt."

– Stephanie, Lawyer, Denver

We’re Your Financial Support System

Join the Financial Zen program for ongoing support, guidance, and accountability that will help make your goals a reality.




Coaches provide ongoing behavioral & emotional guidance​ so you never get stuck




Work alongside others with the same goals, learn from, and support each other


Support & Calls

Join coaching calls to stay on track


Exclusive Resources

Get access to exclusive resources, and financial products, to support you on your journey

Financial Zen

4 Weeks to Peace of Mind

Here's what you'll get

  • Weekly, interactive, 1-hour coach-led small group sessions

  • Your personal Money Atlas with exercises, activities, and guidance to help you succeed financially

  • Your personal Financial Map and recommendations to help you make the right financial moves and avoid financial FOMO

  • Actionable understanding of your relationship with money and how to overcome your limiting beliefs

  • Ongoing support and community connection

  • Anytime access to coaches and money experts

  • Annual access to the money community with exclusive tools and systems to work towards your goals

Join our 1-hour coaching session every Tuesday from June 22nd plus get everything listed above at our early birds rate.



Program Begins June 22nd

Book your spot now

Tuesdays @ 12:00 ET


Meet Your Coaches

Expert money coaches, adored by every participant for combining their expertise and compassion with infectious energy and seamless facilitation skills.

Amy Schultz 

Head Coach (CMC)®

With a background in Actuarial Finance, Amy is all about helping people gain a deeper understanding of their unconscious behaviors, patterns, and beliefs around money that prevent them from building the life they love.

Altagracia Felix

Money Coach (CMC)®


Alta's strategy is to lead with empathy and create a safe space where her clients can openly explore their finances without shame or guilt. She firmly believes that mistakes are a part of life and encourages her clients to find the lessons in their experiences.