Everything you get with an Agency for Wealth membership.
A CPA-built system, simple tools, and a real coach in your corner.
No judgment. No jargon. Start exactly where you are.
For people who are done feeling behind about money.
Maybe nobody ever helped you with this stuff.
You're smart. But Money stuff can be hard…
What "figuring it out later" really costs you.
None of this is your fault. But every year it goes unaddressed, it quietly adds up.
Money quietly leaking out in taxes you didn't know you could lower.
Savings that never grow, because no one ever showed you how.
Big decisions, a house, a business, a family, made while crossing your fingers.
And the stress. That low hum of "am I doing this right?" that never fully goes away.
Another year of guessing is another year of falling further behind.
You open your finances and you don't flinch.
That's not a fantasy for "money people." It's what happens when you finally have a system and a coach.
The stories keeping you stuck aren't true.
"I should be able to figure this out on my own."
You were never taught this. Doing it alone is exactly why it hasn't clicked yet.
"I need to make more money first."
You need to understand the money you already have first. That's what changes everything.
"Financial help is only for rich people."
That's the old model. This is built for regular people who just want to feel good about their money.
"I've tried apps and courses. They didn't stick."
Because they left you alone with the hard part. You won't be alone here.
We're the middle that's been missing.
A membership that finally puts the three things you actually need in one place: a clear system, simple tools, and a real human coach.
Hands you tools, then leaves you completely on your own.
System + tools + a real coach, together.
More support than an app. More approachable, and far more affordable, than an advisor.
Talks over your head and charges a fortune to do it.
Delivered by real coaches.
The entire AFW Method was developed and approved by CPAs, the professionals who understand money at the highest level. Then we made it simple.
coaching experience
Real people who have seen every situation, in financial strategy and training, and won't make you feel small for asking.
The Agency for Wealth provides financial education and coaching. We are not financial, investment, tax, or legal advisors.
People who felt stuck, now don't.
This made understanding money so simple. It's the first time I didn't feel intimidated looking at my finances.
I felt supported and heard. Now I'm ready to have money conversations I was scared to have before.
I went from not understanding my money to getting business financing I never thought was possible. I have no fear talking to the bank now.
I finally understand how my taxes work. It feels great knowing I'm not overpaying anymore.
Everything you get inside the AFW Portal.
One membership. Everything below is included.
The AFW Method
Our full 8-step system, in the right order, so you never wonder what to do next.
IncludedBite-sized lessons
25 short lessons, 5 to 10 minutes each. Around 3 hours of video that becomes 10+ hours of real work when you follow the full process.
IncludedAll the tools
Every worksheet, calculator, and tracker you need to see your numbers clearly.
IncludedA real coach
Message your coach right in the portal and get answers within 24 hours.
IncludedA community
You're not doing this alone. Learn alongside people on the same journey.
IncludedMoney, in the right order.
Most people fix their money out of order and get overwhelmed. We start with what matters most, one step at a time.
Understand and grow your income.
Stop overpaying and build a cushion.
Put your money to work for the long run.
Try it for a full month. Risk-free.
If you're not happy and don't feel better about your finances after 30 days, we'll refund your entire first month. Simple as that.
Annual plans are billed once at a lower rate and are a full-year commitment, so they're not covered by the 30-day refund.
Pick the support that fits you.
Everything you need to finally understand your money.
Everything in Coaching, plus your own dedicated coach and a yearly tax deep-dive.
For less than the cost of one hour with most financial coaches, you get a full month of lessons, tools, and real support.
This is for you if…
You don't have to have it all figured out. You just have to start.
You were never taught this. Now you have a system, the tools, and a coach to walk you through it, all backed by a guarantee.
Start where you are. We'll take it from there.