The Discovery Project
Helping individuals and couples manage money, plan for the future, and start investing.
Learn how to be financially free!
We want to give you the freedom to do what you want when you want. We want to put your mind at ease and let you focus on the things you think are important in your life. We want you to see something you want and be able to reach out and grab it without thinking about the cost. We'll help you organize, get more, and keep more of your money.
Its about buying more time, not less coffee.
Time is the most valuable asset we have. So throughout life we want to buy as much of it as humanly possible. Our system teaches you how to buy time for both the present and the future.
We aren't going to just sit there and say “you spend too much on coffee and shoes, spend less NOW!” We're going to teach you the techniques to spend on the things you love, and cut back ruthlessly on the things you don't, we’ll show you how to be mindful with your spending, and help you overcome any psychological hurdles you are having with your finances.
You cant spreadsheet away your emotions.
Budgeting and money management aren't just about planning. Of course planning is at the core and is important. But the most important part about living a rich life is figuring out your money psychology. Maybe some people are just bad at planning and once they have a plan they are set and good to go. But many people just have psychological blocks towards money. Whether that is a need to spend or a need to be overly frugal, a healthy money mindset is key when overcoming these obstacles and learning how to have a positive and healthy relationship with money.
Going back to school, but with dividends.
The average semester at college is about 105 days, with the average class costing about $3,500 to learn from a professor who has 20-50-100 or more other students in each class. With our Discovery Project, you're going back to school for an accelerated course, but in your own home, 1 on 1 with your professor, and with unlimited email support. Not many colleges will offer you that kind of individual and customized support. Furthermore, after you have completed our Discovery Project, you'll have learned a direct skill set that will allow you to build thousands and hundreds of thousands of dollars of wealth, and you won't even have to hunt down the perfect job for it. Our Discovery Project isn't just another expense. It's an investment in your future. And one that will pay you dividends for life!
Our Guarantee:
Financial change IS NOT EASY, and neither is our Discovery Project. But we understand that, and we know that our Discovery Project contains a lot of information, and that you might have to make a lot of difficult changes. So what we’ll offer you is this: if at the end of your project you don't feel empowered about moving forward with your finances then we’ll give you an additional 30 days of retainer absolutely free($247 value!), that's unlimited emails and an additional check in call absolutely free!
The Discovery Project
$497
Only 2 New Clients per Month. Book Now!
Other Bonuses you'll receive with your Discovery Project:
Unlimited emails for 30 days
1 check in zoom call
12 months of budget tracking software
Personalized financial action blueprint
Frequently asked questions
What does a Discovery project look like?
A discovery project starts off with a little homework, we will send you a few templates and questionnaires to complete, then we have our session which can be up to 2 hours where we go over the project and your individual action blueprint, last we have 30 days of correspondence and a follow up zoom call.
What if I need more help?
We understand that financial change IS HARD, and doesn't come over night. So if you need more help we do offer additional help in the form of our Semester Program or a retainer, but the Discovery Project is always a pre-requisite for both.
What are your credentials?
To learn all about our consultants check out our About page.
What will I learn during a Discovery Project?
During your discovery project we will focus on the most important difficulty you are having with your finances whether that be getting out of debt, planning for a large purchase, or learning about investing and planning for your retirement.
Do I need to have my finances in order first?
No! Not at all, we are a come as you are service, and can help you at whatever phase of your finances you are in. There are some scenarios where we may have you work on a few things before hiring us, but the best way to find out if you are a good fit for us is with one of our free Q-A calls!
If I'm already struggling, should I really be spending more for a consultant?
We cant tell you for sure if working with us is the right or wrong choice, but there is something that brought you to this website, something that hasn't been working for you and we believe we can help you figure that out! Our Program isn't just another expense, its an investment, one that will pay you dividends for years to come!
What if I'm not comfortable opening up about my finances?
Lets address the elephant in the room here, it can be awkward and even embarrassing to talk about your finances with others, especially strangers, but we are not here to look down on you or shame you. You are a different person today than you were yesterday and a you will be a different person after your session than you are right now. Change is hard, change is awkward, but we can help you get through it, wherever you are at in your journey.
I could never do this without you, thank you so much.
Mary K., Falls Church, VA
★★★★★
★★★★★
Mark has never been so organized, thank you!
Jean, CPA, Burke VA
Helping individuals and couples manage their finances effectively.
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