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Submit the enrollment form
Share your program interest and financial education goals.
Education Programs
Choose the Path That Fits Your Goals
Three tiers of financial education — each designed to meet you where you are and move you forward. Learn the foundation, build the system, then implement it through a structured 4-week intensive.
Foundation Financial Literacy
$40
Learn the foundation
One 60-minute live session or self-paced module
Build a stronger financial foundation by learning budgeting, banking, credit, money management, and financial mindset.
- Budgeting basics and monthly spending plans
- Banking basics and account management
- Credit education and score fundamentals
- Money management principles
- Financial mindset training
- Foundation Financial Literacy Workbook
- Spending-plan exercise
- Financial foundations checklist
Best for: Beginners building their financial foundation
Enroll in Foundation — $40Most Popular
Financial Systems Builder
$90
Build the system
One 90-minute live educational session + workbook
One 90-minute live educational session plus the Financial Systems Builder Workbook. Go beyond the basics and learn how to organize the major parts of your financial life into a working system.
- Everything in Foundation Financial Literacy
- Investment basics and account types
- Retirement account fundamentals (401k, IRA)
- Debt-priority worksheet
- Retirement and investment account guide
- Financial goal-mapping exercise
- Educational next-steps summary
Best for: Those ready to organize their finances and start investing
Enroll in Financial Systems Builder — $90Wealth Foundation Intensive
$150
Apply the concepts
4 sessions · 60 min each · 4 consecutive weeks
Total live instructional time: 4 hours across 4 weeks — includes everything covered in Tiers 1 and 2
A structured 4-week financial education program designed to help clients understand, connect, and begin applying key wealth-building concepts. This program includes four 60-minute live sessions — one 60-minute session each week for 4 consecutive weeks.
- Week 1 — Wealth Foundation & Financial Structure: One 60-minute session covering financial goals, cash flow, financial habits, and building a stronger overall financial structure
- Week 2 — Investing & Risk Management: One 60-minute session covering investment fundamentals, diversification, retirement accounts, risk tolerance, and managing financial risk
- Week 3 — Income Expansion & S.G.P.™: One 60-minute session introducing the S.G.P.™ — Self Growing Portfolio framework, compounding, reinvestment, income-producing assets, and building stronger income systems
- Week 4 — Execution & Financial Roadmap: One 60-minute session focused on bringing everything together, establishing priorities, answering final questions, and creating clear next steps for continued financial development
- Tier 1 and Tier 2 materials
- S.G.P.™ Framework education
- Wealth Foundation Intensive Workbook
- Educational 90-day financial development roadmap
- Final progress review
Best for: Those ready to understand, connect, and begin applying key wealth-building concepts
Enroll in Wealth Foundation Intensive — $150Educational purposes only. Keep It Simple Financial Growth® LLC does not provide individualized investment advice or manage client assets.
Enrollment
How Enrollment Works
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We review your information
We review your enrollment information and selected program.
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Receive a secure Square payment link
Keep It Simple Financial Growth® will email the appropriate secure Square payment link.
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Receive your materials and scheduling instructions
After payment, you receive your materials and scheduling instructions.
Side by Side
What's Included at Each Tier
| Feature | Foundation Financial Literacy$40 | Financial Systems Builder$90 | Wealth Foundation Intensive$150 |
|---|---|---|---|
| Budgeting & Banking Basics | |||
| Credit Education | |||
| Financial Mindset Training | |||
| Workbook Included | |||
| Investment Basics | |||
| Retirement Account Fundamentals | |||
| Debt Payoff Strategy | |||
| 4-Week Structured Program | |||
| Investing & Risk Management | |||
| Income Expansion & S.G.P.™ Framework | |||
| Execution & Financial Roadmap |
Questions
Common Questions About Our Programs
How does enrollment work?
Submit the enrollment form, and we review your information. You will receive a secure Square payment link by email. After payment, you receive your materials and scheduling instructions. No payment is processed through this website.
Do I need any prior financial knowledge?
Not at all. The Foundation Financial Literacy program is designed specifically for beginners with zero prior knowledge. All programs use plain language — no jargon, no assumptions.
Is this financial advice?
No. Keep It Simple Financial Growth LLC provides financial education only. Sessions are educational in nature and do not constitute personalized financial, investment, tax, or legal advice. We always recommend consulting a licensed professional for advice specific to your situation.
Can I upgrade from one tier to another?
Absolutely. Many clients start with the Foundation program and upgrade as they build confidence and momentum. Each tier builds on the previous one.
Get Started
Not Sure Which Program Is Right for You?
Start with the Foundation Financial Literacy program — it's designed to give you clarity on where you are and where you want to go. You can always build from there.
Educational purposes only. Keep It Simple Financial Growth® LLC does not provide individualized investment advice or manage client assets.