FPFoCo Academy

Gain confidence and improve your personal finance knowledge! Our on-demand platform includes personal finance courses, checklists, quizzes, worksheets, videos, and more. This content is created by our team for you. 

Our available courses include:

  • The Four Pillars of Your Financial Life
  • Your Financial Net Worth
  • S.M.A.R.T. Money Goals
  • Your Emergency Fund
  • Budgeting Styles and Strategies
  • Create an Investment Plan
  • How to Have Family Money Conversations
  • Planning Your Financial Goals (RightCapital Guidance)
  • Legacy and Estate Planning Basics
  • Philanthropy 101: Ways to Give
  • Tax-Favored Savings and Investments
  • Debt Elimination and Credit Management
  • Hobbies and Happier Spending
  • Increasing Your Income(s)
  • Insurance 101: Risk Management
  • Sudden Money and Windfalls
  • Modern Investment Strategies
  • Education Planning and Student Loans
  • Money Psychology
  • Modern Banking and Payment Options
  • Employee Benefits and Open Enrollment
  • Travel and Vacation Planning
  • Holiday Spending
  • Year-End Tax Planning
  • Money Habits and Behavioral Finance
  • Romance and Money
  • Housing Considerations
  • Better Understand Income Taxes
  • The Six Phases of Your Financial Journey
  • Equity Compensation 101
  • Planning for Financial Independence
  • Making a Difference with Your Savings and Spending
  • Giving Money to Kids
  • Advanced Charitable Giving Strategies
  • Financial Life Administration

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FPFoCo Academy Free Previews

Are you experiencing a windfall or are trying to understand your equity comp? We’re offering two of our FPFoCo Academy modules in their entirety as free previews. Get a sneak peek of these modules while you learn more about your critical money moment!

Critical Money Tips
Need some tips to help you tackle your next critical money moment? Stay in the loop with our weekly(ish) email!

We promise to never sell, rent, lease, loan, or otherwise use your email address for any reason inconsistent with our privacy policy. You can easily unsubscribe at any time.
Critical Money Tips
Need some tips to help you tackle your next critical money moment? Stay in the loop with our weekly(ish) email!

We promise to never sell, rent, lease, loan, or otherwise use your email address for any reason inconsistent with our privacy policy. You can easily unsubscribe at any time.
Critical Money Tips
Need some tips to help you tackle your next critical money moment? Stay in the loop with our weekly(ish) email!

We promise to never sell, rent, lease, loan, or otherwise use your email address for any reason inconsistent with our privacy policy. You can easily unsubscribe at any time.
Critical Money Tips
Do you have a cash surplus? Learn more what to do with extra money in the free-preview of our Teachable course: Sudden Money and Windfalls.

We promise to never sell, rent, lease, loan, or otherwise use your email address for any reason inconsistent with our privacy policy. You can easily unsubscribe at any time.
Critical Money Tips
Are you here because of a big change in your finances? Subscribe for our PDF on 6 questions to learn the benefits of working with a full-time fiduciary.

We promise to never sell, rent, lease, loan, or otherwise use your email address for any reason inconsistent with our privacy policy. You can easily unsubscribe at any time.
Inheriting Money Can Be Overwhelming.
We have the expertise to be your guide as you navigate receiving a windfall.
Equity Compensation Can Be Confusing.
Let us make it less complicated for you. Whether it’s a one-time award or ongoing compensation, we know how to help.
Critical Money Tips
Need some tips to help you tackle your next critical money moment? Stay in the loop with our weekly(ish) email!

We promise to never sell, rent, lease, loan, or otherwise use your email address for any reason inconsistent with our privacy policy. You can easily unsubscribe at any time.
FEE SCHEDULE
Unless there is truly unique or extraordinary complexity associated with a client’s situation and financial circumstances, our fee will be based on the market value of the assets under management (AUM) for investment management services, subject to a minimum fee of $500 per month. The fee is blended and calculated using the following schedule. We do not require a minimum investment of any amount.
Assets Under Management Annual Fee
$0 - $1,000,000 0.60%
$1,000,000 - $3,000,000 0.50%
$3,000,000 - $5,000,000 0.25%
$5,000,000 and above 0.10%
Accumulators: Building Your Nest Egg
Our process helps those saving for their future with the following:
  • Cash-Flow Planning:
  • Estate Planning:
  • Insurance Planning:
  • Investment Planning:
  • Tax Prep & Planning:
  • Optimize your spending and savings.
  • Protect yourself and your loved ones.
  • Safeguard your earnings and assets.
  • Grow your wealth.
  • Get savvy with your strategy.
Ready to take the next step?
Retirees: Living Off of Your Nest Egg
Our process helps those nearing or in retirement with the following:
  • Cash-Flow Planning:
  • Estate Planning:
  • Insurance Planning:
  • Investment Planning:
  • Tax Prep & Planning:
  • Maintain your comfortable lifestyle.
  • Align your legacy with your intentions.
  • Protect your nest egg.
  • Don’t outlive your assets.
  • Never overpay the IRS.
Ready to take the next step?