Money and Meaning Course Options 

Money and Meaning Course + Non-branded Workbook

Video-based instruction (23+ videos and counting) from Andy, Jeremy, and Carl as well as instant access to the beautifully designed Statement of Financial Purpose workbooks to use right away with clients. Content focus is on integrating Money and Meaning, facilitating Off the Balance Sheet conversations and using the Statement of Financial Purpose Workbook with clients. More details below. 

$347.00 USD

Money and Meaning Course + Custom Branded Workbook

Everything in the Money and Meaning Course + Workbook (23+ videos and counting) focused on integrating Money and Meaning, off the Balance Sheet Conversations, and the Statement of Financial Purpose workbook PLUS a custom branded SoFP workbook built to your firm's colors and logos. Take the knowledge you gain and put forth a client-facing tool that matches your other communication pieces. More details below. 

$597.00 USD

Money and Meaning Course + Branded Workbook + Implementation

Everything in the Money and Meaning Course + Custom Branded Workbook (23+ video lessons and a custom built set of workbooks) plus a 60 minute video call with Andy and Jeremy. Can be an Ask Me Anything format or specific topics regarding discussions integrating Money and Meaning, Off the Balance Sheet conversations, or the use of the Statement of Financial Purpose workbook. 

$997.00 USD

Money and Meaning Course + Non-branded Workbook

Plug and Play

  • 23 video-based lessons from Andy, Jeremy, and Carl about Off the Balance Sheet Conversations and the SoFP.
  • Lessons on the timing of when to have these conversations and use the SoFP. 
  • How to use this tool with existing clients, and introduce it as part of your process to new clients.
  • Real-life instruction on how to move clients from Intentions to Actions.
  • In-depth instructions on how to use the SoFP workbook with clients. 
  • Revitalize your review meetings with more in-depth connection and relationships.
  • Lifetime access to future updates of course contents.
  • Differentiate yourself from run-of-the-mill advisors. 
  • Bonus features including an actual walkthrough of the SoFP workbook led by Andy and creative use cases. 
  • Beautifully designed Statement of Financial Purpose Workbook (multiple versions - single, couples, full color, printer-friendly, PDF-fillable).
  • SoFP Workbooks non-branded design. 
Get it

Money and Meaning Course + Custom Branded Workbook

Custom Branded Deliverable

  • 23 video-based lessons from Andy, Jeremy, and Carl about Off the Balance Sheet Conversations and the SoFP.
  • Lessons on the timing of when to have these conversations and use the SoFP. 
  • How to use this tool with existing clients, and introduce it as part of your process to new clients.
  • Real-life instruction on how to move clients from Intentions to Actions.
  • In-depth instructions on how to use the SoFP workbook with clients. 
  • Revitalize your review meetings with more in-depth connection and relationships.
  • Lifetime access to future updates of course contents.
  • Differentiate yourself from run-of-the-mill advisors. 
  • Bonus features including an actual walkthrough of the SoFP workbook led by Andy and creative use cases. 
  • Beautifully designed Statement of Financial Purpose Workbook (multiple versions - single, couples, full color, printer-friendly, PDF-fillable). 
  • SoFP Workbooks customized to your firm's logo and colors.
Get it

Money and Meaning Course + Custom Branded Workbook + Implementation Meeting

Live Call for Implementation

  • 23 video-based lessons from Andy, Jeremy, and Carl about Off the Balance Sheet Conversations and the SoFP.
  • Lessons on the timing of when to have these conversations and use the SoFP. 
  • How to use this tool with existing clients, and introduce it as part of your process to new clients.
  • Real-life instruction on how to move clients from Intentions to Actions.
  • In-depth instructions on how to use the SoFP workbook with clients. 
  • Revitalize your review meetings with more in-depth connection and relationships.
  • Lifetime access to future updates of course contents.
  • Differentiate yourself from run-of-the-mill advisors. 
  • Bonus features including an actual walkthrough of the SoFP workbook led by Andy and creative use cases. 
  • Beautifully designed Statement of Financial Purpose Workbook (multiple versions - single, couples, full color, printer-friendly, PDF-fillable). 
  • SoFP Workbooks customized to your firm's logo and colors.
  • After you complete the course, a 60 minute Zoom call with Andy and Jeremy discussing Implementation with your firm.
Get it

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