The Money Health online program is designed for people who are looking to level up and live their lives on purpose. The program helps you identify what's important to you, gives you a big-picture framework, and helps you get past what's keeping you stuck.


The Money Health Program covers your whole life; past, present, and future. Understand your financial behaviors and beliefs, learn where those beliefs came from, and design a life around your most important values and aspirations. Plan for your financial future using interactive software to help you plan and manage your finances.

There's Something In Your Way


If you're anything like most people, you've got something in between you and where you want to go. Maybe you've identified what it is but can't get past in on your own. Perhaps you don't even know what's in your way. The Money Health program helps you get unstuck and on your way to where you want to go.

Improve Your Relationship With Money


Everyone has a relationship with money, even if you didn't know you had a relationship with money. This includes how you feel about money, how you think about money, how you behave with money, and how you communicate about money. Improving your relationship with money is the first step toward improving your financial health.

Money and Life Are Closely Related


Money and life are intricately intertwined. There are few financial decisions that don't impact your life somehow, and few life decisions that don't have a monetary component. Get clear about who you are and where you want to go, using your money to support your life.

Align Your Money With Your Values


If you aren't clear about what your values are, that is, what's important to you, you are vulnerable to use your money and live your life in ways that support others' values. Get clear about what's important to you and what you want out of life, and use your money to support that.

Focus On Things That Matter That You Can Control


It's easy to get distracted, especially by the news...especially the financial news. It's important to ground yourself. If something matters, but you can't control it, you can't change it. If something is in your control, but doesn't matter, let it go. Only focus on the sweet spot.

What Kind of Life Do You Want?


It's up to to design your life. Most people don't do this. Many people float around from circumstance to circumstance. Design a life that is important to you and use your money to support that.

Life is Short: Don't Take it For Granted


Life is finite. You only get a few dozen trips around the sun. It's important to make the most of the time you have by using your money in a way that lets you enjoy all that life has to offer.

Live Life on Purpose


Most people live their life reacting. They let life happen to them. Learn how to choose the life you want and live on purpose.

Have Healthier Conversations About Money


Talking about money is hard. We don't like to be judged and the minute we start talking about money we make ourselves vulnerable. Sometimes we don't talk about money to avoid the inevitable fight. Learn how to have productive money conversations.

Be More Aware of Your Finances


Money mindfulness is bringing our awareness back into our financial lives. There has been a lot of work done to strip financial awareness away from us (how much did you spend the last time to went to a restaurant?). Living intentionally requires us to be aware of money's role in our lives.

Program Curriculum


  Introduction
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  Problematic Money Behaviors
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  Money Scripts
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  Money's Purpose in Your Life
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  Ideal Future
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  Change
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  Cash Flow Planning
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  Interactive Planning
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  Money Mindfulness - Living Intentionally
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  Happiness
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  Money Conversations
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  Shock Absorbers - Planning for What Can (Will!) Go Wrong
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  Estate Planning
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  Conclusion
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Hi, I’m Derek!


I help people make smart decisions with their money, including how to use their money as a tool to live a life they will be happy to look back upon.


I've been working in the financial space for just under 20 years and have extensive training in economics, psychology, investing, and financial planning.


I am a visual communicator, using simple drawings to demonstrate complex ideas.


I hope you join me!

Improve Your

Financial Health


$499

Money Health Program

Obtain a healthy relationship with money.

Learn about your financial behaviors and beliefs, where they came from and how to overcome them.