Ready to Get Your Financial House in Order?
Our Live Money Bootcamp covers spending, savings goals, retirement, buying a home, college planning, and more. You'll get a workbook with 10+ exercises to help you nail down your numbers. Enjoy 7 live classes (with recordings) and 3 on-demand sessions—perfect for busy schedules.
$299
Seven 1-hour live classes on key financial topics
Three pre-recorded sessions you can watch on your own schedule
All live classes are recorded so you can review and catch up if you miss a class
Excel workbook with 10 assignments to help you dig into your own numbers at home
30-minute meeting with the course facilitator
6-month access to the materials and recordings with the option to extend
What's Included In The Bootcamp
This Money Bootcamp is designed for your busy life, big goals, and all. Get live support, practical tools, and everything you need to take control of your finances with confidence. The next class starts on Friday, 8/29 and runs for 7-weeks. Classes are 12 - 1 pm EST or 9 - 10 am PST.
Eryn Schultz, MBA, CFP®
The program is facilitated by Eryn Schultz, a 2015 Harvard MBA with a passion for demystifying personal finance. Unlike other financial education programs, Eryn is focused on education and does not sell any investment or insurance products.
Eryn has presented to women's groups at Amazon, LinkedIn, Harvard Business School, and Kellogg Business School, and has lead hundreds through her Live Money Bootcamp. She has been featured in CNBC, NPR, Real Simple & Forbes.
My mission is to help more women take charge of their financial futures, and lessen the gender wealth gap.
Your Step-by-Step Path to Financial Clarity
Here’s a look at everything we’ll cover to help you build confidence, make smarter financial decisions, and finally feel in control of your money. The next cohort begins Friday, 8/29 from 12 - 1 pm EST and goes through 10/17.
Pre-Work: Where are You Today With Your Money?
Spending & Net Worth
What are your goals and how will your attitude towards money help or hurt you in achieving them?
Spending & Net Worth
Introductions & Money Philosophy
Worksheet: Where does your spending go now and what are your top 5 big rocks?
Course Kick Off and Introductions to your Money Community
Homework: Spending Exercise
Extra Credit: What is your life-time earnings using the Social Security Admin calculator.
Class 1 Recording
Account Set up & Automating to Your Goals
What is the right account infrastructure to hit your goals? How much should you keep in each account?
Excel: How much do you need to save each month to hit your goals? E.g., buying a house or retiring by 50
Homework Goal Setting
Class 2 Recording
What's Your Retirement Number?
Worksheet: How much have you saved? How much do you need?
Excel: Simplified retirement calculator - are you on track?
Retirement Savings Benchmarks
Class 3 Recording
What Accounts do You Need for Retirement?
Worksheet: What retirement accounts do you need? E.g., Roth vs Traditional 401K? IRA? HSA? Brokerage?
Excel: Tax implications of a Roth vs Traditional vs Brokerage Account
How Should You Approach Investing? What About Insurance?
Worksheet: How should you approach your asset allocation? How should this change over time and after key life events like buying a house?
Excel: What is your current investment allocation?
How much insurance and what types of insurance do you need?
401K Roll Overs, Roth Conversions, Equity Compensation
What should you do with your old 401K or 403b?
What is a Roth conversion and what are the key advantages and disadvantages of this tax maneuver?
What are the key types of equity compensation and what does company stock mean for you?
Maternity Planning & Paying for College
How much does it cost to have a baby? What are the key expenses and how can you prepare today?
What is a 529 plan and why is it a helpful tool in saving for college?
Exercise: How much do you need to save for a calculator?
Credit Scores & Student Loans
What's a good credit score? How can you change your credit score and when should you care?
Worksheet: What are your options for refinancing your student loans? How should you prioritize being debt free versus other goals like retirement?
Buying a House
What are the economics of buying a house? What percentage of your net worth will a house represent? How does renting compare to buying?
Course Wrap + Financial Advisors
In what scenarios should you work with a financial advisor? What are the options and what questions should you ask?
Small Groups: What changes do you want to make after this class? What systems do you want to use to hold yourself accountable?
“75% of women surveyed who complete the 10-week money bootcamp take ACTION on their money during or after class.”
~ Closed Class Survey ~
What’s Holding You Back From Growing Your Net Worth?
Uncover what’s standing in the way of your net worth growth and explore strategies to break through these barriers.
100% Satisfaction Guarantee for 30-Days
100% of class fees for the Live Money Bootcamp are refundable through the completion of class four if you find the content is not a good fit for you.
What Makes This Class Different?
This class offers hands-on assignments that move past theory to action. One key focus is boosting your retirement savings—even a modest increase of 3-4% in contributions can grow your retirement savings $150K+ over time. Investing in yourself pays dividends.
This Class is NOT For:
This class is ideal for those ready to take action on their finances. However, it may not be the best fit if you don’t meet a few key criteria. If you're unsure, don’t hesitate to reach out!
Anyone not planning to live in the US for at least 2-3 years
People uncomfortable using Excel to do basic calculations
Entrepreneurs and others without a 401K or other retirement account through work
Our Most Frequently Asked Questions
Got questions about the Live Money Bootcamp? Our FAQs answer common course and money-related asks!
What Do Most People in Class Achieve? What's The Return on My Time?
75% of women who complete the curriculum take ACTION through class. While what you will achieve will vary based on your personal experience, many women trim some spending, increase their 401K savings, transfer cash from their bank accounts to an investing account so it can start growing, or make a plan to pay off debt (student loan, credit card or mortgage) faster. Many class participants do multiple of the items listed above.
Even a small change in behavior (opening up a high-yield savings account, increasing your 401K savings by 2-3%, or cutting $100 / month in eating out spending), can lead to hundreds of thousands of dollars later in life.
Can I Take The Class if I Do Not Identify as a Woman?
Yes! While the class is majority women+, it is open to everyone.
Can I receive reimbursement for the class from work?
If your employer offers a well-being subsidy or has an education benefit like Deloitte, IDEO Adobe, etc., you may be able to have class paid for by work. Look up your company's benefits and any deadlines for using the funds.
What's The Time Commitment?
The live class is 1-hour every week with about 1-3 hours / homework each week (some weeks have minimal homework and others have more). All the classes are recorded and many participants miss some classes and catch up via the recording. The live class also includes a 30-minute one-on-one, and homework review of three assignments which may involve more follow up questions and research to help you make better financial decisions.
What's Included?
Live Class: 10-weeks of live classes and a workbook of all class assignments. The course also includes individual review of three homework assignments including your monthly spending, your current net worth and your retirement projections. Finally, you receive a 30-minute one-on-one to answer all your questions individually.
What Are Class Materials Like?
Take a look at our free resource (and first lesson), Your Money Story, that helps lay the foundation of your financial journey here.