MoneyArmor™ Annual Subscription

$255 / Year + tax

Pay Annually and Save 15%

Join Your Peers Across the Nation!

Our self-directed membership provides financial coaching and education on-demand.

We’ll guide you through the fundamentals of financial planning – even arming you with some advanced know-how along the way. If you were never taught financial skills or if you simply want to level-up your financial life, this membership is for you!

It’s time to confidently propel your family to next-level living with strength and purpose. It’s time to build your financial suit of armor...!

What you'll get access to:

Elements® Financial Monitoring Software - our video course walks members through how to set up and use the mobile and web-based financial software we use. You’ll build out your Net Worth and Financial Scorecard so that you can get oriented to your finances. You’ll be able to monitor your financial vital signs right from the convenience of your mobile phone…and it’s all on one elegant dashboard personalized for YOU!
Quarterly Financial Progress Reports of your key financial vital signs. We think it’s critical for you to see how you are improving over time. Competition - with yourself - can breed excellence. Get in the fight for your financial independence!
Financial Planning Armory - educational content from our MoneyArmor™ Finance Course will help you gain clarity and confidence. Complete these lessons to build a strong foundation of money skills. This is your financial suit of armor! In Development - Our Armory will be built out and released over time based on YOUR feedback.
MoneyArmor™ Moves you can make to protect your wealth. As Federal Agents ourselves, we’ve had a lot of money wins and losses over the years. We’ll humbly share these with you so that you can repeat our victories and avoid our mistakes. These insights, tips and best practices are intentionally placed in key areas throughout the membership platform. Be on the lookout!
Office Hours - regular webinars. We use these sessions to review relevant financial topics and engage Q&As from members. This allows us to direct our content to what’s top of mind for YOU!
Content Library - a growing vault of financial videos, flowcharts, checklists and more. Our goal is to keep adding that which is most impactful to you and yours!
1:1 sessions with a CFP® professional for personalized guidance. Have more specific questions that you’d like to discuss privately? For members-only, we’ve added the ability to engage with us for hourly financial coaching. (Note: we offer this as an additional service).

$273.49 USD

Every year

I have read and agree to the terms and conditions of this page as follows:

Sales tax is automatically included in your subscription. Cancel anytime.

I agree to receive the following services for payment:

Invitation-only Elements® Financial Monitoring Software.
Quarterly Financial Progress Reports.
MoneyArmor™ Finance Course - In Development - Our Armory will be built out and released over time based on YOUR feedback.
Office Hour Webinars.
Content Library.
Access to 1:1 sessions with a CFP® professional for personalized Financial Coaching and/or Estate Planning (additional service fees).

If ongoing Financial Planning Services are requested from Charles Michael Financial LLC, you will receive a separate contract to sign along with any appropriate disclosures (Client Agreement, Form ADV Part 2 Brochure, Privacy Policy).

This membership is not a 1:1 relationship. The user agrees that they have read, understood and agreed to the "Privacy Policy", "Terms of Use" and "Disclaimer", all of which are linked at the bottom of this page. Now let's get after it!