Get a Dose of Financial Clarity Every Day
For the next 10 days, get a new illustration (and commentary) delivered to your email inbox.
Takes 5 minutes to read.
Email-Based Course - Cost? $0
This is not about selling you a product or service. It’s about true self-reflection so you can make the most of your time and hard-earned money.
Life gets noisy.
Between work, family, hobbies and the 24/7 news cycle, it's easy to lose sight of what matters most - including with your money.
That's why we've created a 10-Day email-based course to cut through the clutter. Over the next 10 days, you’ll receive one thoughtful email per day.
Each one explores an essential lesson to bring intention and meaning to your financial life.
What if you could ask yourself deeper, more meaningful questions that go beyond “How do I maximize the financial returns of my portfolio?”
Easy-to-Understand
You’ll receive a steady pace of short messages meant to get you thinking and asking yourself important questions.
No jargon allowed!
.png "The word \"nonsense\" inside of a no symbol - a circle with a line through it.")
No Nonsense
You’re not being sold a fund or “new opportunity”. The only thing I want you to take away is clarity and the courage to act in line with your values.
.png "An icon of an envelope with paper sticking out.")
Reply (and get a response)
You’re not alone in this. Throughout the series, I’ll ask you to share a story or reply to me. It’s certainly not required, but the option is there if you want it.
These aren’t just emails, these are life-changing questions and stories that will help you go beyond the superficial headlines and hype news cycle. They’re designed to go deeper and get you to confront what really matters to you.
.png "A map with a number of pins surrounding a large map marker.")
This journey is for you if…
- You want more than generic financial tips
- Current market volatility has you on edge
- You struggle to balance spending vs. saving
- Retirement feels uncertain
- Your money doesn’t match what matters
Daily insights sent straight to your email inbox.
%20(1).png "A drawing of a lightbulb.")
New perspective to avoid money mistakes
%20(1).png "A drawing of a circular archery target with an arrow in the center.")
Clarity on aligning finances with values
%20(1).png "A drawing of a sign shaped like an arrow pointing right.")
Courage and strategies to reach goals
%20(1).png "A drawing of a crystal ball.")
Understanding of what you can and can’t control
%20(1).png "A drawing of a cartoon word bubble containing an ellipsis.")
Meaningful money talks with loved ones
What if, 10 days from NOW, you could feel more prepared to:
- Avoid the tendency to buy high and sell low
- Avoid the pitfalls of generic financial advice
- Invest all of your assets – time, energy, money, and attention – more wisely
- Quit spending money and time on things that don't matter
- Identify your real financial goals
- Start meaningful conversations about money
Let’s make progress together.
Bryan Lee, CFP®, MBA
Strategic Financial Planning, Inc.
.png "Icon of a globe")
.png "Icon of an email")
Align your money with your values
Get one thought-provoking message and sketch delivered via email daily for the next 10 days.
You’ll receive your first email immediately.
We never spam. By clicking this button, you consent to be contacted by Bryan Lee, CFP®, MBA and Strategic Financial Planning, Inc., by phone, email, and/or automated SMS. You may unsubscribe at any time. Consent is not a condition of receiving services, and is not an agreement or contract for services to be delivered.