21st Century Personal Finance Education

Training and systems to help you reach all your financial goals

  • Your Private Family Bank Book

    Your Private Family Bank is a Best-Selling e-book explaining WHAT a Private Family Bank is and HOW it works.

  • SMART Wealth System Course

    This is a complete, rest-of-your life financial system, from initial planning, to finding the money to start and grow your Private Family Bank, to using your bank to pay off any debts, to self-financing major purchases, to maximizing your dependable retirement income.

  • 1-on-1 Private Family Bank Q&A Call

    Talk with one of us to see how a Private Family Bank could work for you to pay off debts, save for college, save for retirement, self-finance major purchases, be your emergency fund, and more.