“Do what you can, with what you have, where you are.” -- Theodore Roosevelt

How it Works

In all our teachings, we realize it is vitally important to focus on simple, easy to understand concepts of cash flow and net worth. We combine these financial elements with the behavioral elements of money, using a coaching approach that emphasizes taking action and seeing results!

To understand more about how this works, watch this short video on the 49 Secrets of Money^TM.

We teach Your HOMS^TMwithin the context of the seven critical areas of money known as the 7 Keys to Financial Success. These Keys are taught through private coaching, in workshops, in our book, "The Joneses Are Broke! Stop trying to keep up with them...liberate yourself with the 49 Secrets of Money", and in our signature on-line money coaching program: The 49 Secrets of Money^TM.

An essential element to success is creating a doable, prioritized, short-term financial plan.

Therefore, with our assistance, in each of our programs you create your six-month financial plan and create doable goals in each of the seven key areas.

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We use a concept called Your HOMS^TMto show you a simple way of understanding cash flow and net worth.

Net Worth

This is fully explained in all programs. We look forward to working with you and assisting you with your wealth building!

Explore the Seven Keys

Click on each letter to learn more

Testimonial

I really appreciate the consistency in my daily practice. The little things always work into something big.

- Thea D , Santa Rosa, CA

Angie, I thought every piece was outstanding! Thanks

- Rebecca G. , Santa Rosa, CA

The 49 Secrets of Money has already changed the way I look at my money on a daily basis. It has made me more conscious of my money, and helps me make better decisions on an on-going basis.

- Ellin C. , Sebastopol, CA

In looking at my Optimal Life during this week's exercise it was really valuable to me to hone in on how to manifest more of my passions vs. settling for the easy route. It is good to put it in writing and refine. I know that's so important to really make things happen.

- Lisa W. , Santa Rosa, CA

The sense of urgency and "pay attention to this" is just what I need to keep reality in focus.

- Steve S. , Santa Rosa, CA

Thanks again, for the tools that you have provided me with. I really enjoyed your program and feel a lot more confident about my financial future. I have taken your advice and divided my budget into weeks for this month, I think that will work out way better for me, more manageable for my brain!

- Tracy J. , Santa Rosa, CA

This has been an incredible experience going through this program with you. You are a fantastic and thoughtful coach who really understands how to help and work with people. I will recommend you highly to friends and family.

- Bonnie B. , San Rafael, CA

This has been so helpful; beyond helpful actually!

- Nikki D. , Glen Ellen, CA

I know if I stay focused I will have a more fulfilling life. I also know that I have the ability to move through my financial problems, if I continue to work hard and follow the steps in the program. It has been a pleasure working with you even through the difficult times.

- Bonnie B. , San Rafael, CA

This course causes everyone to rethink what they are doing... and that is a healthy exercise for both those who are struggling and those who have achieved a high level of success. Each achievable step ties into the essence of what is necessary to live life with passion and purpose. This program challenges me to take action today and experience a powerful impact on my life.

- Leonard W., , Las Vegas, NV

Thanks for your services - you are top notch!

- Joanne G. , Santa Rosa, CA

I wish I could reach through this email and give you hug! Thank you for the encouraging words.

- Monica M. , Santa Rosa, CA

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