FAQ

I know someone who could really benefit from this. How can I share it?

Thank you for sharing and loving the program! Message us once you've completed your own "workbook" and we will be happy to give you a unique promo code for a friend or family member.

Where else can I find you?

Join our chats about family and money on Instagram @plan.bay

Who designed the curriculum?

This course was written by Rebecca Palmer, Certified Financial Planner™. You can learn all about the requirements and high standards of the CFP® designation at https://www.letsmakeaplan.org/other-resources/why-cfp-certification-matters

Is this program right for us?

This workbook and educational program was designed with the young family or couple in mind (ages 21 - 40) and covers the basics of debt payoff, emergency funding, retirement savings, investing, insurance and estate planning, college savings, and "big purchase" guidance. This workbook will not give individually tailored financial advice specific to your situation, but rather, the education and tools needed for you to make your own financial decisions with wisdom and intention.

Do you have more workbooks coming out?

Yes! In the pipeline: "Writing Your Own Financial Plan: A Step by Step Guide for Young Adults", "Paying for College: A Workbook for High School Students and Parents" as well as "Kids & Money: Tactical and Easy Ways to Teach Wise Financial Management". Subscribe to our email list below to stay updated!

Can I gift this program to someone?

Yes! Email me at [email protected] to arrange.

What if I can't afford this class?

If you are in a rough spot financially but committed to education and growth, please email me at [email protected] - scholarships codes are available.

I loved my course! How I can I thank you?

We're so happy you learned a lot and enjoyed your course. Please share it with your friends, family, schools, churches, and playgroups - by text, email, social media post, or curbside chat! Our goal is for every family to have access to the tools and information needed to make their own fundamental financial plan.